View all comments & track changes

Tracking the report changes using an interactive, filterable, and comment-enabled audit log ensures data governance. Our audit log captures date, time, user details, task status, and other information. There is a separate comments log that shows who commented on a specific data point and when.

1. To view all comments and tasks, click on the 'Comments' dropdown and choose View All Comments.

2. The side panel categorizes comments at the header and cell levels. You can see all the details here, such as the header name or cell ID where the comment is added, the names of the assignor and assignee, task status, thread replies, timestamp when they were added, and so on.

3. Click on the required cell ID or the header name to locate the comment.

4. Filter comments: Comments and tasks can be filtered by assignee, assignor, status, and time period. Choose 'Resolved' to view all resolved threads, 'My threads' to view discussions started by you, or 'All' to view all threads. Use the 'Assigned to' dropdown to filter by assignee.

5. Filter by date: By clicking on the highlighted 'Calendar' icon, you can filter comments and tasks based on a date range.

6. Edit/delete comment: To edit the comment, click the pencil icon, and to delete it, click the bin icon.

7. Resolve/lock threads: There are options for resolving or locking the thread, as shown below. A resolved thread signifies the completion of a task, while locked threads are closed to user edits and replies.

8. Re-open resolved task: You can re-open a resolved thread by replying to it or by clicking on the Re-open thread icon.

9. Unlock thread: To unlock a thread for editing or adding replies, click the icon shown below.

10. Assign users: You can also assign users from here.

In the next section, we will look at the various comment settings.