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💬 Commenting Widget

The Commenting Widget is where conversations live. It lets you leave notes, ask questions, tag teammates, and keep a running history of communication tied directly to a project, task, or record.

Think of it as a shared conversation timeline for your work.

What Is the Commenting Widget?​

The Commenting Widget allows you to:

  • Write comments linked to the current page or item
  • See conversations in time order
  • Mention other users
  • Edit or delete your own comments
  • Search past comments
  • Log meetings and phone calls alongside comments

Everything stays connected to the item you’re viewing, so context is never lost.

Reading the Conversation​

Comments appear in a scrolling timeline, ordered from oldest to newest.

Each entry shows:

  • Who wrote it
  • When it was written
  • The comment content
  • Any tagged user (if applicable)

Your own comments appear visually distinct so they’re easy to spot.

Writing a Comment​

To add a new comment:

  1. Type your message into the text box at the bottom
  2. Click Post or press Enter

Your comment will appear immediately in the timeline.

New Lines​

  • Press Ctrl + Enter to add a new line without posting
  • Press Enter to post the comment

Tagging Someone (@ Mentions)​

You can tag another user by typing @Name in your comment.

When you tag someone:

  • Their name is highlighted
  • The comment is clearly directed to them
  • It helps draw attention to important messages

Example: @John Smith Can you review this before submittal?

Editing or Deleting Comments​

You can only edit or delete your own comments.

To edit or delete:

  1. Hover over your comment
  2. Use the Edit (✎) or Delete (X) buttons
  3. Confirm your changes

Edits save immediately.

Searching Comments​

At the top of the widget is a search bar.

You can search by:

  • Comment text
  • Author name
  • Tagged user
  • Meeting titles
  • Phone call subjects

Search results update instantly as you type.

Loading Older Comments​

The widget automatically loads recent comments first.

To see older comments:

  • Scroll upward
  • Older entries load automatically as you reach the top

No buttons required.

Logging Meetings and Phone Calls​

The Commenting Widget also supports logged activity, not just text.

Using the ➕ Add button, you can:

  • Log a new meeting
  • Log a phone call

These appear in the timeline alongside comments, clearly labeled with icons:

  • 📅 Meetings
  • 📞 Phone Calls

Clicking them opens their details.

Editing Meetings or Calls​

If a meeting or phone call needs updating:

  • Click its title in the timeline
  • Make changes
  • Save

The timeline updates automatically.

Tips for Best Use​

  • Keep comments short and clear
  • Use @mentions when action is needed
  • Log meetings instead of summarizing them in comments
  • Use search to quickly find past decisions
  • Treat the comment timeline as the project’s communication record

Good to Know​

  • Comments save automatically
  • Changes appear instantly for other users
  • Only your own comments can be edited or deleted
  • The widget always stays tied to the current page or item

Summary​

The Commenting Widget keeps communication organized, searchable, and tied to real work. Whether you’re leaving quick notes, coordinating with teammates, or logging important conversations, it provides a clear record everyone can rely on.