Add Comments

1. About Feature

The Comments tab enables seamless collaboration within an actionable item (initiative). Team members can communicate, clarify work, provide updates, react to each other’s messages, and stay fully aligned.

Comments support:

• General discussions

• Progress-related communication

• Collaboration between users assigned to the initiative

• Mentions, reactions, and rich text formatting for clarity and engagement

2. Screen Explanation

The Comments tab contains the following elements:

a. Comment Editor

A rich-text editor where users can type and format their comment. The editor supports:

• Bold

• Italic

• Underline

• Strikethrough

• Emoji picker

• Hyperlink insertion

• @ Mentions to tag users (only users who have accepted the invitation for this actionable item can be mentioned)

b. Public / Private Toggle (Comments Access)

If configured, the tab may display Public and Private visibility options for tasks.

c. Post Now Button

Posts the comment to the thread.

d. Comments List

Displays all comments added to the actionable item. Each comment block shows:

• Comment text with formatting

• Author name and timestamp

• Emoji reaction bar

• Reactions from other users

• A three-dots menu on the top right (only on your own comments) with

  • Edit Comment

  • Delete Comment

e. Progress Comments Highlighting

Comments created automatically during Add / Update Progress are marked with a green “Progress” chip. If a progress comment is edited later by another user while updating progress, the comment footer displays:

• Updated By: <User Name>

f. Filters

Two dropdowns under the comment editor allow filtering:

1. Comment Type Filter:

   • All

   • General

   • Progress

2. User Filter:

   • All Users

   • Specific users who have posted comments

3. How to Perform This Feature/Functionality?

a. Navigate to the Comments Tab

1. Log in to your VisionSync account.

2. From the left-side navigation, click Plan.

3. Open the desired strategic plan using Build Plan.

4. Select the organization entity and review period.

5. Navigate the hierarchy and open the actionable item (initiative) in Edit mode.

6. Go to the Comments tab.

b. Add a Comment

1. Click inside the comment editor.

2. Type your comment and apply formatting if needed.

3. Mention users using @username (only accepted users appear).

4. Optionally insert emojis or hyperlink text.

5. Click Post Now to publish the comment.

c. React to a Comment

1. Hover on any comment.

2. Choose from available reaction icons (like, heart, celebrate, insightful, etc.).

3. You can react to your own comments as well.

d. Edit or Delete Your Own Comment

1. On your comment, click the three-dots menu in the top-right corner.

2. Select Edit or Delete as needed.

   • Progress comments created during progress updates cannot be edited manually.

   • Progress comments edited indirectly (while updating progress) show Updated By information.

e. Filter Comments

Use the dropdowns under the editor to filter by:

• All / General / Progress

• All Users / Specific User

4. Expected Result

• The comment appears instantly in the comments list.

• Mentioned users receive a notification.

• Reactions and formatting are visible to all users with comment visibility.

• Comments marked as Progress appear with a green chip.

• Edits to progress comments show “Updated By” details.

5. Dependencies & Restrictions

a. You may edit or delete only your own comments. b. Progress comments cannot be manually edited; they can only be updated indirectly through the Progress panel. c. Mentions are limited to users who have accepted the invitation to this actionable item.