PowerTable
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  • INTRODUCTION
    • Welcome to PowerTable
  • GET STARTED
    • Prerequisites
    • Supported Data Platforms
    • Admin Setup Guide (15-day Free Trial)
  • PRODUCT TOUR
    • Explore a sample app
    • Build your first app
    • Layout & User Interface
  • CREATE TABLE APP
    • Introduction
    • Import Spreadsheet Data
    • Connect to Database
    • Enter Data Manually
    • Get Data from Semantic Model
  • WORKING WITH POWERTABLE
    • Basic Table Operations
      • Edit data
      • Bulk Edit
      • Insert rows
      • Bulk Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
    • Explore data
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      • Column Insights
    • Conditional Formatting
  • COLUMN SETUP
    • Configure Properties
      • General
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      • Display
    • Upload/Download Configuration
    • Add a Column
      • Add Visual Column
        • Add Formula Column
        • Add Multi-select Relationship Column
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      • Add Database Column
  • ACCESS CONTROL
    • Manage Access
    • Row Permissions
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  • APPROVALS
    • Set up Approval Workflow
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  • WORKFLOWS, AUTOMATION & NOTIFICATIONS
    • Workflow automation
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  • Pause an Automation
  • AUDIT
    • Audit logs
  • COMMENTING & COLLABORATION
    • Commenting
    • View all comments & track changes
    • Assign users & task status
  • APPEARANCE
    • Basic formatting
    • Display Settings
  • USER MANAGEMENT & LOGS
    • PowerTable Console
    • Admin Portal
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  • MISCELLANEOUS
    • Keyboard Shortcuts
    • Formulas & Functions
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On this page
  • 1. Assign tasks
  • 2. Task status
  1. COMMENTING & COLLABORATION

Assign users & task status

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.

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

  3. From the dropdown, select the desired user.

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

  5. 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.

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

  3. 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.

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

  5. 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.

  6. 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.

PreviousView all comments & track changesNextBasic formatting

Last updated 1 month ago