Feature Overview Video
Plan Availability | All plan types |
Permissions | All Members can start and join conversations besides Viewer permissions |
Related Reading | Assigned Comments |
Introduction
In SmartSuite, you can collaborate with team members using Comments directly associated with records or specific fields within a record. This eliminates the need for separate collaboration tools and ensures all discussions happen in the same place as the work.
Key Benefits
Seamless Collaboration: No more switching between tools.
Action Tracking: Assign and track comments until resolved.
Real-Time Notifications: Stay updated with instant alerts.
Finding Comments
To start a conversation:
Open the Comment Panel within a record by clicking the chat icon.
The chat icon also displays the number of open comments for the record.
Note: You need Viewer permissions to start or join a conversation.
Working with Comments
Replying to Comments
Click on a comment to reply directly.
Replies appear directly under the original comment (no nested threads).
Editing & Deleting Comments
Edit: You can edit your comments unless someone replies to them.
Delete: Only the comment creator or a Solution Manager can delete comments.
Solution Managers: Can delete any comment within their workspace.
If you can’t edit/delete a comment after replies, simply post a follow-up reply to update the discussion.
Managing Comments
Comment Statuses
SmartSuite offers built-in statuses to track conversation threads effectively:
Status | Description |
Open | Default state for discussions. Comments can remain open indefinitely. |
Assigned | Represents actionable tasks or items assigned to team members. |
Resolved | Marks the discussion or assigned items as complete. Can be reopened later. |
Open: Use for discussions without clear actions or decisions.
Assigned: Assign comments as tasks to specific members.
Resolved: Close discussions or mark tasks as complete.
Only the comment creator or assignee can mark comments as resolved.
Notifications
Stay informed about comment activity:
Receive notifications when:
You are @mentioned.
A comment is assigned to you.
Someone replies to your comment.
If you follow a record, comment updates will appear in your Notification Center.
Clicking a notification takes you directly to the record’s comment panel for quick access.
Commenting Features
Rich Text Controls
Style your comments for clarity and emphasis.
@Mentions, Files, and Emojis
Use @mentions to notify team members directly.
Attach images or files to enrich discussions.
Reactions
React to comments with emojis to express sentiment or acknowledgment.
Deep Linking
Generate and share links to specific comments to:
Invite others to join the discussion.
Reference comments in external communications.
Practical Scenarios and Use Cases
1. Project Discussion
Scenario: A team is planning a new feature release. Solution: Use comments on the project record to discuss tasks, share updates, and assign follow-ups.
2. Cross-Department Collaboration
Scenario: Marketing and Sales need to align on campaign strategies.
Solution: Start a conversation within the campaign record to share ideas and feedback in real time.
3. Issue Resolution
Scenario: A bug is reported during testing, requiring immediate action.
Solution: Assign the bug-related comment to a developer, track its progress, and mark it as resolved upon completion.