Collaborate on dashboards

Comment on individual charts

In addition to dashboard-level comments, you can further improve collaboration by creating chart-level comments. Use chart comments to provide additional information, make suggestions, flag discrepancies or errors in the chart data, or just share your admiration for charts created by your colleagues.

Add a comment

Anyone with access to the dashboard can create new comments and view existing ones.

To view existing comments or add new ones to the chart:

  1. Hover over the chart.

  2. Select the comment icon (). The comment thread will appear.

  3. If adding a new comment, type in your message. Chart comments have a limit of 1,000 characters.

  4. Select Comment.

Tag users in a comment

Just like in dashboard comments, you can mention/tag any people with access to the dashboard in your chart comments.

To tag someone in a comment:

  1. Type @ or +. You’ll see the list of people you can tag.

  2. Search for the name of the specific person or group that you want to tag.

Edit or delete a comment

Oops! Made a mistake or commented on the wrong chart? To edit or delete a chart comment:

  1. Select More actions () for the chart comment.

  2. Select Edit or Delete, respectively.

Only the comment author can edit their comments. However, comment authors aren’t the only ones who can delete their comments; people who can manage the dashboard can delete any chart comments on the dashboard.

Resolve a comment thread

If you feel like you’ve addressed the thread of a chart comment, you can select Resolve to close the comment thread. In other words, this resolves all comments for that particular chart.

Anyone with access to the dashboard can resolve comment threads.

Restore a resolved comment thread

To restore resolved comment threads, you need to open a link from an email notification or in-app notification pointing to a comment that was in the resolved thread. Doing so takes you to the chart and shows the thread, as usual, but now it includes an option to Re-open it.

Anyone with access to the dashboard can re-open a comment thread.

Share a comment thread

To copy a link to a comment thread:

  1. Select More actions () for the first comment in the thread.

  2. Select Link to this comment. A link is displayed, which you can copy and share with other people who have access to the dashboard.

When someone uses this link, it takes them to the chart and opens the chart’s comment thread.