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Coming Soon: Commenting in Schedules

Leave cell-level comments on any product in your schedule to ask questions, flag decisions, and keep your team aligned.

Written by Patricia Causey
Updated yesterday

Summary

Comments in Schedules allow project collaborators leave threaded discussions directly on any cell in the schedule grid. Comments are anchored to a specific row and column (not a view), so they stay visible across all views that include that cell. A side panel gives you a full overview of all comment threads in your current view, and @mentions notify teammates by both in-app notification and email.


Before You Begin

Comments are available in Schedules only (not SpecPlanner or other areas of the platform).


Leaving a Comment on a Cell

Comments are attached to the intersection of a product row and a column — think of each cell as having its own conversation thread.

  1. Click any cell in the schedule grid. A small triangle indicator appears in the corner of the cell.

  2. Hover over the triangle. An Add Comment button appears.

  3. Click Add Comment. A comment composer opens inline, anchored to that cell.

  4. Type your comment.

  5. Click the send button (arrow icon) to post your comment.

Note: The triangle indicator changes color based on comment status: grey means no comments or no unread comments; green means the cell has unread comments.


Viewing and Replying to an Existing Thread

  1. Click any cell that has a triangle indicator.

  2. Hover over the triangle and click Add Comment (or click the triangle directly if a thread already exists).

  3. The comment popover opens, showing the full thread in chronological order. Each comment displays the author's name, job title, timestamp, and message body.

  4. Type your reply in the input field at the bottom of the popover and click the send button.

  5. Click the X button or click outside the popover to close it.

Note: Opening a thread marks all comments in it as read for you. Only one popover can be open at a time.


Resolving and Reopening a Thread

Once a discussion is settled, you can resolve the thread to mark it as complete.

  1. Open the comment thread by clicking the cell's triangle indicator.

  2. Click the Resolve (checkmark) icon in the popover header.

  3. The thread displays a "This thread is resolved" message and a Reopen button.

  4. To reopen the thread, click Reopen. Replies are re-enabled.


Comments Across Views

Comments are not tied to a specific view — they are anchored to the cell itself.

  • A comment created in any custom view is visible in the All Products view and in any other view that includes the same row and column.

  • If a column containing comments is hidden in the current view, those comments are not visible in the grid, but they remain accessible in the Comments Side Panel (see below).

  • If a row is filtered out in the current view, its comment threads are hidden from the panel in that view. Switching to All Products will show them.


Using the Comments Side Panel

The Comments Side Panel gives you a bird's-eye view of all comment threads in your current schedule view.

Opening the Panel

  1. Click the Comments button in the schedule's secondary toolbar (top of the schedule grid).

  2. The side panel opens on the right. The schedule grid adjusts its width — the panel does not overlap the grid.

  3. Click the Comments button again, or click the X in the panel header, to close it.

Navigating the Panel

The panel has two tabs:

  • All Comments — shows all threads for rows and columns present in the active view.

  • For You — shows only threads where you are @mentioned, scoped to the active view.

Each thread entry shows the row number, product name, column name, the most recent comment preview, and the reply count. Unread threads are visually marked.

Tip: The panel automatically updates when you switch views. In the All Products view, all threads across the entire schedule are shown.

Navigating from the Panel to a Cell

  1. Click any thread entry in the side panel.

  2. The schedule grid scrolls to the associated cell and briefly highlights it.

  3. If the column is hidden in the current view, the thread displays a Hidden badge. Click Unhide to reveal the column and navigate to the cell.

  4. If the row is filtered out in the current view, you are taken to the All Products view where the cell is highlighted.

Threads on Hidden Columns

Hidden column threads appear in the side panel with a Hidden badge and the message: "This column is hidden in the current view." You can unhide the column directly from the panel without leaving the side panel.


Sharing Comments in a Schedule Bundle

When sharing a schedule view with external collaborators, you can choose whether recipients can see existing comment threads.

  1. In the schedule, click Share to open the Share View modal.

  2. Configure your Bundle and Permission settings as usual.

  3. Below the Permission field, find the Show existing comments toggle. It is off by default.

  4. Toggle it on to allow bundle recipients to read comment threads linked to rows in the schedule bundle.

  5. Click to create the shareable link.

Note: Bundle recipients with comments enabled can view threads only. They cannot add comments, reply, react, edit, delete, or resolve threads.


The "Product Notes" Column

The Product Notes column in the schedule grid is a row-level freetext field for adding general notes about a product. It is separate from cell-level comment threads.

  • To add a product note, click the Product Notes cell for any product row and type your note directly.

  • Product Notes are not threaded discussions and do not support @mentions, replies, or resolve/reopen.

Note: If you previously used a column labeled "Comments" in your schedule, that column has been renamed to Product Notes. Its functionality is unchanged.


Expected Outcome

After posting a comment, the triangle indicator on the cell reflects the thread status. Teammates viewing the same schedule will see the indicator and can open the thread directly. The Comments Side Panel surfaces all active threads in your current view so nothing gets missed.

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