Commenting and Collaboration

Data-level commentary is commonly used in real-life scenarios. EDITable allows you to add comments to individual cells, rows, and columns in a table to provide context to your data, collaborate with your team by tagging them, and assign tasks. All of these features are available without the need for any coding.

Here are the key highlights of the commentary solution provided by EDITable:

• Add comments and annotations to individual cells, rows, and columns.

• Add a dedicated comment column to add row-level comments.

• Tag users and stakeholders using @mention and reply to others' comments.

• Tagged members are notified through an email instantly with the relevant link to take action at a data point level.

• Assign tasks and collaborate with your team, especially for workflow use cases.

• Using the commentary audit log, track tasks and audit the entire list of comments, including details like who wrote them, what they wrote, and when (date and time).

• Comments are always associated with a specific data point, row, or column, so when the data is filtered, the comment appears at the appropriate location.

The comments feature is located at the top of the toolbar, near your user profile.

1. Add New Comment

You can add formatted data-level comments which are saved securely to the database, along with details such as author and time stamp.

1. Select a cell/column. The 'Add a comment' icon gets enabled. Click on the icon.

1. You can also click the Add New Comment option from the dropdown to add a new comment.

1. The comments editor opens up. Enter a comment as shown below.

1. Let's apply some formatting. Select any text, click on the 'Font color' icon, and select a color from the color picker.

1. There are other formatting options available, such as bold, italic, underlined styles, and adding background colors.

1. The formatting is applied. You can also add a hyperlink to a document or a webpage by selecting the required text and clicking on the link icon.

1. A pop-up opens where you can enter a link and click Apply.

1. The hyperlink gets added. Click Post to post the comment.

1. The comment gets added. You can see a blue indicator on the top right corner of the cell. Hovering over it reveals the comment that has been added.

2. Edit a Comment

To edit a comment, hover over the cell containing the comment and click on the pencil icon. You can then start editing the comment.

3. Delete a Comment

To delete a comment thread, click on the bin icon.

4. Mention other users

You can use the @ symbol to tag other stakeholders and draw their attention​.

1. Click on a cell and then choose Add a comment. Type @ in the comment editor. You will see a list of the users in the workspace.

1. Select the desired user, add the comment, and click Post.

1. The comment gets posted successfully.

5. Reply to a Comment

To reply to a comment, simply click on the comment and choose Reply. The comment reply gets added as a thread, and the number of replies is shown along with the comment.

6. Comments Column

You can add a dedicated comments column to capture row-level comments.

1. In the 'Comments' dropdown, turn the Comments column toggle on. The comments column gets added.

1. Click on any cell in the comments column. The comment editor opens. Enter a comment and click Post.

1. The comment gets added as shown in the below image.

1. To reply to a comment in the comments column, simply click on the comment and then select Reply.

1. The number of replies is also shown along with the comment.

1. To hide the comments column, turn off the toggle.

7. Hide All Comments

To hide comments temporarily, turn on the Hide All Comments toggle.

8. Email Notifications

The ‘@user’ mention in the comment automatically sends an email notification to the user with a link to the report so that the user can respond to this comment and update the data if required. Replies to the comments are also notified to the user instantly.

1. Email notifications on comment replies can be turned off. In the dropdown highlighted, click on Profile Settings. In the side panel, turn off the toggle.

1. Email notifications for new replies or mentions can be turned off. In the Settings panel, uncheck the highlighted checkbox.

This section covers all of the other options in the comments settings panel in detail.

In the next section, we'll see how you can assign & track tasks.