EDITable
  • Introduction to EDITable
    • Why EDITable?
    • Supported Database Connections
  • Get Started
    • EDITable Pre-requisites
      • Admin consent for EDITable's Entra ID
        • Basic consent
        • Full admin consent
    • Install EDITable
    • Add EDITable visual
  • Getting Data into EDITable
    • Connect to Data
      • Get data
      • Assign fields
      • Configuration Steps
        • Configure source
        • Configure Columns
        • Configure Type 2 SCDs (Optional)
    • Create a Table
      • Create From Scratch
      • Use Existing Table
      • Import Data
  • Working with EDITable
    • EDITable interface
    • Manage Columns
      • General
      • Constraints
      • Lookup and Relation
      • Display
      • Import/Export Configuration
      • Add Database Column
      • Insert Column
    • Column Access Control
    • Row Identification
    • Table Operations (Insert/Update/Delete)
      • Edit data
      • Bulk Edit
      • Find and Replace
      • Insert rows
      • Insert Column
      • Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
      • Reset Changes
    • Explore data
      • Search and filter
      • Sort and reorder
      • Show/Hide columns
      • Pin columns
      • Group Rows By
      • Summarize Column
    • Basic formatting
    • Conditional Formatting
  • Row Access Control
  • Approval Workflow
    • Review Changes - Workflow process
  • Type 2 SCDs
    • Configuring Type 2 SCDs in EDITable
  • Audit logs
  • Webhook
  • Display Settings
  • Commenting and Collaboration
    • Assign users & task status
    • View all comments & track changes
    • Comment Settings
  • Admin Portal & EDITable Console
    • Tables
    • Transaction Logs
    • Insights (Metrics)
    • Utility
      • Download Report
      • Pipeline
        • Power BI & EDITable deployment pipelines
        • Deployment in different destinations
        • Trigger deployment pipeline from external applications
        • Logs & other pipeline options
    • Manage Profile
    • Admin Portal
      • User Management
      • Settings
        • General Settings
        • Writeback Settings
          • Settings
          • EDITable managed DB
        • API token
    • Onboarding Actions
  • Formula and Functions
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEIF
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • LOG
      • MAX
      • MIN
      • PCT
      • POWER
    • Text formatting functions
    • Date functions
      • DATE
      • DATE.FORMAT
    • Other operators
  • Keyboard Shortcuts
  • Release Notes
    • EDITable - v1.7.5
    • EDITable - v1.7
    • EDITable - v1.6.5
    • EDITable - v1.6
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On this page
  • 1. Assign tasks
  • 2. Task status
  1. Commenting and Collaboration

Assign users & task status

PreviousCommenting and CollaborationNextView all comments & track changes

Last updated 3 months ago

In this section, we’ll explore how to assign tasks to stakeholders and track their progress using the comments thread. Monitoring task status with terms like ‘Resolved', ‘Open', etc. ensures clear communication and efficient collaboration, especially when managing inputs from multiple stakeholders. You can achieve this with EDITable, which can help your team with accountability and improve workflow efficiency.

1. Assign tasks

  1. Let's add a column-level comment and assign it as a task. Select a column and click on Add a comment.

  1. Enter a comment. Click on the 'Assign a user' dropdown.

  1. From the dropdown, select the desired user.

  1. After selecting the user, click Post to post the comment. The status is set to 'Open'.

  1. The task gets assigned.

2. Task status

  1. By default, on assigning a task, it is set to 'Open'. To change the task status, click on the 'three dots' and select Resolve thread.

  1. The thread is marked as resolved, as shown below.

  1. Resolved tasks can be reopened if required by clicking on the 'Undo' icon. Alternatively, replying to any resolved thread will automatically make it open again.

  1. Comments added in the comments column can also be assigned as tasks. Select a comment and assign it to a user.

  1. By clicking on the arrow highlighted, you can expand/collapse the task status and assignee columns. Based on the selection in the comments editor, these columns get populated automatically.

  1. The status and assignee can be viewed in the columns as below. These columns are available when you enable the comments column and add comments to it.

In the next section, we'll cover how you can track task status and changes for all comments.

Select column and add comment
Assign a user - option
Assigning a user
Post the comment
Task gets assigned
Resolve thread
Task set to resolved
Reopening a resolved task
Assign tasks in the comments column
Click this arrow to expand
Task status and assignee columns