This article explains how comments function in OnePlan.
The comments feature in OnePlan makes collaboration on your projects easy and transparent. You can make comments in several different locations throughout OnePlan, whether on a plan, a task, or even a timesheet item.
To add a comment to a task in the Work Plan, click the Comment icon next to the task. This will open the Comments interface. Enter your comment into the text box and press Enter on your keyboard to submit the comment.
The Comment icon will turn blue when there is a comment on a task. Click on the blue Comment icon to view the comment thread for the task.
To add a comment to a task from the My Work area, click the Comment icon next to the task. This will open the Comments interface. Enter your comment into the text box and press Enter on your keyboard to submit the comment.
The Comment icon will turn blue when there is a comment on a task. Click on the blue Comment icon to view the comment thread for the task.
To add a comment to a task from the Timesheet, click the Comment icon next to the task. This will open the Comments interface. Enter your comment into the text box and press Enter on your keyboard to submit the comment.
The Comment icon will turn blue when there is a comment on a task. Click on the blue Comment icon to view the comment thread for the task.
To add a comment to a plan from the My Portfolio area, click the Comment icon next to the task. This will open the Comments interface. Enter your comment into the text box and press Enter on your keyboard to submit the comment.
The Comment icon will turn blue when there is a comment on a plan. Click on the blue Comment icon to view the comment thread for the plan.
To add a comment to a plan from the Plan Details form, click the Comments icon in the top left corner of the form. This will open the Comments interface. Enter your comment into the text box and press Enter on your keyboard to submit the comment.
The Comment icon will turn blue when there is a comment on the plan. Click on the blue Comment icon to view the comment thread for the plan.
To add a comment to a plan from the Home Page Plans section, click the hamburger menu for the plan, then select Comments from the drop-down menu. This will open the Comments interface. Enter your comment into the text box and press Enter on your keyboard to submit the comment.
To add a comment to a task or plan from the Home Page Recent Conversations section, click View Thread below the task or plan. This will open the Comments interface. Enter your comment into the text box and press Enter on your keyboard to submit the comment. See Home Page Recent Conversations for more information on how to manage conversation threads using the Recent Conversations feature.
The latest comment in a comment thread that you are a part of will appear in the Recent Conversations section of the Home Page.
Once you press Enter and submit your comment, notifications of the comment will be sent to the following people:
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Users assigned to the work item.
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Users who have contributed to the comment thread.
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Plan Owners.
These individuals will receive a notification of the comment in the following locations:
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In an email.
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In the OnePlan Notification Center.
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The Recent Conversations section of the Home Page. The latest comment in a comment thread that you are a part of will appear in the Recent Conversations section of the Home Page.
Note
Please keep in mind that any user with access to any area where you can make comments will be able to view any comment thread in that area (i.e. if they have access to a Work Plan, they can view all comment threads in that Work Plan). However, only those contributing to a comment thread and plan owners will receive notifications when a new comment is added. Once you add a comment to a comment thread, you will begin receiving notifications when that thread is updated.