When reviewing dashboards, comments can be added to a dashboard or to individual metrics, to give context and provide more information about the data displayed. Comments can be transformed into actions, and assigned to project team members.

In summary,

If the dashboard is filtered by a date range, such as the previous month (for project reporting purposes) the comments will be filtered to show comments applicable to the the filtered date range.

Click the comment icon at the top of the dashboard to add a dashboard comment:

and click Add Comment.

Select an 'As At Date' (which can be relevant to the reporting period in which you'd like the comment to be visible). Add detail into the Comments field and Save. This will be saved as a comment.

Comments can be transformed into actions and assigned to a project team member by clicking the "Type" field to change the toggle to an action:

Selecting 'Comment' will change the comment into an Action, with an 'Open' status.

You can then select an assignee from the dropdown list (which will display a list of project team members), and click Save.

The details will be saved in the comments modal as follows:

Comments and actions can be added into individual metrics/widgets by clicking on the comment icon in the widget:

and adding the comment or action in the same way it is added as a dashboard comments (instructions are in the section above).

To see a summary view of all comments and actions, click the More Actions button on the top right of the dashboard

and select Manage Comments/Actions

If you open the Manage Comments/Actions on a dashboard, you'll see a summary of all of the actions and comments for that dashboard, grouped by widget/metric name, or by dashboard comments.

Note that comments and actions are filtered according to the dashboard filters applied. If the dashboard is filtered on last month, you'll see the corresponding comments and actions in the summary. The screenshot below shows comments/actions when the dashboard is not filtered by a date range.

*{Note: this will be updated in the near future to "Comments & Actions as at [all time]}

Click Expand to see the detail:

Comments and actions can be updated by clicking the Edit button on the right of the comment. This will open the comment modal, and comments can be updated/added. An action can be closed out by toggling the status to Closed. Click Save.

You'll see that the action status has been updated in the summary.

Note: Actions can be closed out by the action creator or any user with permissions to edit all comments.

The list of comments/actions displayed in the summary can be filtered by clicking the Filter Comment/Actions dropdown list as follows:

The Manage Comments/Actions modal on the main project dashboard will give you a consolidated view of comments/actions across all of the other dashboards. Go to More Actions > Manage Comments/Actions:

and you will see a summarised view. On the left is a list of dashboard names, with detail of the number of comments and actions on the dashbaord.

Click expand on the right of the dashboard name to drill down into the detail.

You can drill up or down to different views (depending on your permissions) by clicking on the menu structure at the top of the modal:

eg, clicking on 'Portfolio' would take you to the portfolio view of the comments/actions, which is a summary view of comments/actions on all projects (assuming you have the permissions to view this):

You can click 'view' on the project to take you to the dashboard level of that project, and then drill down further into each dashboard as needed.

Note:

As this is a beta feature, we have released the basic functionality, and welcome any feedback or ideas. We have some updates that are in progress, and due to be released imminently, such as email and in-app notifications when actions are assigned.

Questions? Please get in touch via the chat button.