Turn discussions into assigned, trackable tasks that you can resolve or reopen at any time.
Introduction
Plan Availability | All plan types |
Permissions | Guests, General Access, Solution Creators, Administrators |
Related Reading |
Comments are a great way to keep discussions in context, but it’s easy to lose track of important ones. That’s why SmartSuite allows you to Assign Comments to team members. These assigned comments function as mini-tasks attached to records, making them actionable and trackable without being as formal as checklist items or assigned fields.
Key Features
Assigned Comments: Direct attention to crucial conversations within a specific record.
Resolve Comments: Mark comments as resolved to signal task completion.
Reopen Comments: Revisit resolved discussions when necessary.
Guest Comments: Guest users have the ability to comment on records they have been assigned.
How to Assign, Resolve, and Reopen Comments
Assign a Comment
Steps:
@mention a Team Member: Type
@followed by the member’s name in the comment field.@mentions will only show if the user who is being @mentioned has access to the current record.
Check "Assign Comment": Select the checkbox that appears below the field.
Send the Comment: Post your comment to notify the assigned team member.
What Happens When a Comment is Assigned?
The assigned member receives a notification.
An unresolved comment is displayed in the record for visibility.
Resolve an Assigned Comment
Once the action tied to the comment is complete, mark it as resolved.
Steps:
Locate the Comment: Find the unresolved comment in the record’s comment panel.
Click "Resolve Comment": Select the checkbox next to the comment to mark it resolved.
What Happens When a Comment is Resolved?
The assigning user is notified that the comment has been resolved.
The comment is removed from the default "Open Comments" view.
Reopen a Resolved Comment
If a resolved comment needs further discussion or action, it can be reopened.
Steps:
Switch Views: Go to the "Resolved Comments" view in the comment panel.
Select the Comment: Locate the resolved comment you want to reopen.
Reopen the Comment: Click "Reopen" to reinstate the comment.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs to track action items related to campaigns.
Solution: Assign comments to specific team members to ensure tasks are followed through.
2. Project-Specific Discussions
Scenario: A product launch team tracks last-minute fixes and approvals.
Solution: Use assigned comments to direct immediate attention to critical updates.
3. Cross-Functional Teams
Scenario: Engineers and designers need to collaborate on UI feedback.
Solution: Assign comments within relevant records for a streamlined review process.