IMPORTANT: This document is specific to Sigma's new Workbooks feature. If you instead want to learn about dashboard comments, please visit Dashboard Comments.

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. 

Summary of Contents

Requirements
View comments
Hide comments panel
Add a new comment
Comment on an Individual Element
Edit a comment
Delete a comment
Reply to a comment
Mention a user in a comment
Find your comment notifications
Resolve a comment thread
Reopen a comment thread

Requirements

  • All users with access to a workbook can add comments and view existing ones.
  • Only Creators and Admins can tag other users in comments. 

View Existing Comments

  1. Click on the comment icon in the workbook header.
  2. A panel will appear on the right side of the workbook showing a list of all comment threads.

Hide the Comments Panel

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

Add a New Comment

  1. Open the comments panel by clicking on the comment icon in the workbook header. 
  2. Scroll to the bottom of the comments, and click on the text box. Type your comment.
  3. Click Comment or press the keyboard shortcut (⌘ + enter on Mac, ctrl + enter on Windows and Linux) to submit your response.

Comment on an Individual Element

  1. Hover over the element.
  2. Click the ••• icon button in the element's top right corner.
    This will open the element's menu.
  3. Select Comment.
    The comment panel, located on the right side of the page, will open to a panel for the specific element.
  4. Enter your comment in the comment panel's text box. 
  5. Click Comment.

Edit a Comment

Users can only edit their own comments. 

  1. Click on the ••• icon next to your comment.
  2. Select the Edit from the menu.
  3. Update the comment. 
  4. Save changes by clicking Save changes.

Delete a Comment

Organization admins have the power to delete any comment. All other user types can only delete their own comments.

  1. Click on the ••• icon to the right of a comment. 
  2. Click Delete.

If the deleted comment had replies, the replies will still be visible. If it had no replies, the thread will be removed.

Reply to a Comment

  1. In the comments panel, scroll to the comment you wish to reply to. 
  2. Click on Reply link underneath the comment on the right hand side.
  3. A text box will appear. Add your response.
  4. Click Reply.

Mention a User in a Comment

While adding your comment, you can mention other users. The mentioned users will get an email notification about your comment. 

Organization admins and creators with at least view access to the workbook can mention other users. Viewers are not allowed to mention other users in a comment.

  1. When adding a comment, type “@” 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. Once you submit your comment, the user will be notified of the mention. 
  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.

When you are mentioned specifically in a comment, you’ll receive email notification. The email will be titled “[Sigma Computing] New Mention on <workbook name>”.

Resolve a Comment Thread

Resolving a comment thread will remove 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. Checking it will 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 on Re-open thread
    OR
    Add a reply by clicking on Reply at the bottom of the thread.
    Both actions will reopen the comment thread.