Planning Worksheet: Comments & Collaboration

Planning Worksheet: Comments & Collaboration

This article is part of the Planning Worksheet series, split from the original Planning Worksheet article.

Comments

Toggle on or off the Comments with the toggle button. 



  1. You can create comments by right-clicking the desired cell in the grid and selecting Comments.





  1. Select a Data Range, and write a Comment Topic and Comment Text. You can optionally mark the comment as important by checking the Mark as Important box. Click Add Comment to create the comment and save it to the grid.




  1. The Comment drawer will launch and show the new comment. 




  1. You can also access this drawer from the Comment Icon that will appear when a comment has been created.





  1. Click the Settings button to access the Show my comments and Show comments with replies checkbox options. 




  1. Click the ellipses button to access the Open the comment in Collaboration or Planning Worksheet dropdown.






  1. Click on the comment to access the edit edit, mark as important, and delete options.






Planning Worksheet series