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  • Adding comments
  • Viewing comment threads
  • Resolving a comment thread

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  1. Modeling

Collaborating on models (commenting)

Learn how to collaborate effectively on models by adding and managing comments seamlessly with your stakeholders.

PreviousSetting up reconciliation workflowsNextMore model elements

Last updated 4 months ago

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You can collaborate with your stakeholders using the comments feature.

Comments can be added on any cell and they can be made private or public.

Adding comments

  1. Right-click on any cell, and select New comment.

  2. In the pop-up, as you start typing in your comment, a couple of icons will be displayed to set your comment as Private (lock icon) or Public (globe icon, default option).

  3. To start a comment thread with your stakeholders, tag them by typing @ followed by the names, or selecting the users or roles from the dropdown list.

  4. Click on the up arrow ↑ to post the comment.

Tagged users will receive a notification via email as well as Slack (if configured).

Viewing comment threads

  1. Select the model.

  2. Click on the Comments button on the top-right.

  3. You can view all active comment threads (conversations) on the side pane.

  4. To view resolved comment threads, click on "Active conversations" and select "Resolved conversations" from the dropdown.

  5. Click on "See all comments" to view the comment thread in-context.

Resolving a comment thread

  • Access the comment via either the Comments button on the top-right of the model (opens the conversations pane), or by right-clicking on the specific cell where the comment has been added

  • Click on the tick ✔ to resolve the comment.

To set up Slack alerts, find the details in our section.

Integration to Slack