Comments
The Comments section in the Planner module provides a threaded discussion space for real-time collaboration. It enables teams to exchange feedback, clarify plans, and conduct internal reviews tied to specific planner milestones and schedules. Use it for seasonal planning discussions, range review notes, and buy plan feedback so merchandising and planning conversations stay anchored to the plan record.
This feature promotes transparency and cross-team communication throughout the planning lifecycle. Each comment includes the author's name, a timestamp, and optional visibility restrictions to support both internal and external workflows. Comments are organised chronologically, creating a clear audit trail of discussions and decisions.
Features
| Feature | Description |
|---|---|
| Add Comment | Submit a new comment using the provided text field. |
| @ Mentions | Use the dedicated @ icon in the textbox tool panel or press @ while typing to mention multiple team members at once. The dropdown list shows up to 10 results, making it easier to find and mention colleagues in larger teams. This multiselect feature allows you to notify several people simultaneously in a single action. Each mentioned user displays an X button next to their name, making it easy to remove them if needed. |
| Pin Comment | Keep important messages at the top of the thread for enhanced visibility. |
| Lock Comment | Restrict visibility to internal users only for sensitive discussions. |
| Delete Comment | Remove irrelevant or outdated comments to maintain thread clarity. |
| User Attribution | Automatically displays the author's name and timestamp of posting. |
| Unread Indicator | Displays a blue dot next to unread comments for easy identification. |
Tips
- Pin important comments to keep critical context and decisions visible at the top of the thread for all team members.
- Use locked comments when discussing sensitive information, pricing strategies, or internal-only matters that should not be visible to external stakeholders.
- Organise discussions by topic using clear, descriptive comments to make it easier for team members to find relevant information later.
- Track decisions and approvals by using comments to document key decisions, ensuring there's a clear record of who approved what and when.
- Comments are persistent and form part of the planner record's permanent history, making them valuable for audit trails and project retrospectives.