Overview
Comments let your team discuss data, flag issues, and ask questions right inside clariBI -- no need to switch to email or chat. Every dashboard, report, and shared workspace item supports threaded comments.
Adding a Comment
- Open any dashboard or report.
- Click the Comments icon in the toolbar (speech bubble icon).
- Type your message in the comment box.
- Click Post or press Ctrl + Enter (Cmd + Enter on Mac).
Your comment appears in the comment panel on the right side of the screen. All workspace members with access to the item can see it.
Replying to a Comment
Click Reply beneath any comment to start a threaded conversation. Replies are nested under the original comment so discussions stay organized.
Threads can go as deep as needed. Each reply notifies the original commenter and anyone else in the thread.
Editing and Deleting Comments
Editing
- Hover over your comment.
- Click the three-dot menu and select Edit.
- Make your changes and click Save.
Edited comments show an "(edited)" label so others know the message was updated.
Deleting
- Hover over your comment.
- Click the three-dot menu and select Delete.
- Confirm the deletion.
Only the comment author and workspace admins can delete comments. Deleting a parent comment removes the entire thread.
Comment Notifications
By default, you receive notifications when:
- Someone replies to your comment
- A new comment is added to an item you commented on
Adjust these preferences in Settings > Notifications. You can turn off email notifications while keeping in-app alerts, or mute specific items.
Best Practices
- Be specific. Reference the chart or metric you are discussing so others can follow along.
- Keep comments focused. Only tag people who need to respond in follow-up communications outside clariBI.