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Use tasks and comments on a report

Report tasks and report comments let you collaborate with your team

Overview

Add comments and tasks to your report to communicate and assign work to your teammates. You can add them at the general report level or to a hotspot to communicate in the context of your engagement data.

Using tasks

You can add tasks either at the report level or to a specific hotspot. View all tasks on a report in the Tasks menu on the sidebar.

Add general tasks to a report in the Tasks menu on the sidebar.

To view and add tasks to a specific hotspot, click on it and open the Tasks tab.

Using comments

You can add comments either at the report level or to a specific hotspot. View all comments on a report in the Comments menu on the sidebar.

Add general comments to a report in the Comments menu on the sidebar. Comments and their replies are organized in a conversation thread.

To view or add comments to a specific hotspot, click on it and open the Comments tab.

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