Use comments in workbooks

You can add comments to workbooks, and individual workbook elements, to provide context for visualizations or controls, solicit feedback, or make requests. Add a quick comment or start a conversation about a workbook with your colleagues.

Requirement

  • All users with access to a workbook can add comments and view existing ones.

View comments

To see comments on a workbook, click the comment (sms)button in the workbook header.
Screen_Shot_2022-02-09_at_4.25.04_PM.png
A panel opens to show all comment threads.
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Hide the comments panel

  1. Click on the comment (sms) button in the workbook header or the close (x) button in the top right corner of the panel.

Add a new comment

  1. Click the comment (sms) button in the workbook header.
  2. Type your comment in the input box.
  3. Click Comment or press the keyboard shortcut (⌘ + enter on Mac, ctrl + enter on Windows).
    Screen_Shot_2022-02-09_at_4.35.33_PM.png

Comment on an individual element

  1. Hover over the element.
  2. Click the element menu at the element's top right corner.
  3. Select Comment.
    Screen_Shot_2022-02-09_at_4.32.20_PM.png
    The comment panel opens to a subpanel for the specific element.
    Screen_Shot_2022-02-09_at_4.39.07_PM.png
  4. Enter your comment.
  5. Click Comment.

Edit a comment

Users can only edit their own comments.

  1. In the COMMENTS panel, select the More menu of the comment you want to edit.
  2. Select Edit.
    Screen_Shot_2022-02-09_at_4.41.49_PM.png
  3. Update the comment.
  4. Click Save changes.

Delete a comment

Users can delete their own comments. Organization admins can delete any comment.

  1. In the COMMENTS panel, select the More menu of the comment you want to edit.
  2. Select Delete.

If the deleted comment had replies, the replies are still visible. If it had no replies, Sigma removes the thread.

Reply to a comment

  1. In the COMMENTS panel, scroll to the comment you wish to reply to.
  2. In the comment's bottom left corner, click Reply.
    Screen_Shot_2022-02-09_at_4.46.08_PM.png
    A text box opens.
  3. Add your response.
  4. Click Reply.

Mention a user in a comment

Organization admins and creators with at least view access to the workbook can mention other users in a comment.

The mentioned users receive an email notification about your comment.

  1. When adding a comment, type β€œ@” and a list of all users who can be mentioned will appear.
  2. Start searching for a user by typing their name or email.
  3. Click to select who you want to mention.
    OR
    Use the arrow keys and press Enter or Tab.
  4. After you submit your comment, the user receives an email notification.
  5. If a mentioned user does not have permissions to view the workbook, a gray box will appear under the comment asking you to grant those permissions. To grant the user view access, click on Grant view access. If you do not grant them permission to view the workbook, they will not receive an email notification.

Find your comment notifications

When visiting a workbook, the number of un-viewed comments on the workbook is displayed on a counter on top of the comments icon on the workbook.

Screen_Shot_2022-02-09_at_4.44.50_PM.png

When you are mentioned specifically in a comment, you receive an email notification. The email is titled β€œ[Sigma Computing] New Mention on ”.

Resolve a comment thread

Resolving a comment thread removes it from the comments panel immediately, unless the option to Show resolved threads is checked at the top of the panel.

  1. The first comment of each comment thread has a check box in the top right corner.
    Click it to resolve the entire thread including replies to that comment.

Reopen a comment thread

  1. From the comments panel, check the option to See resolved threads at its top right.
  2. Scroll to the comment thread you wish to reopen.
  3. Click Re-open thread
    OR
    Add a reply by clicking on Reply at the bottom of the thread.
    The comment thread re-opens.