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Table of Contents
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Overview

The activity panel is used to view and share comments, manage tasks and send secure comments.

 

Accessing this panel

  • Click on the interactive activity button to access the activity panel. It is located on every dashboard, storyboard, and report.  Image Added
  • Simply click on the closing icon to hide this panel. Image Added
  • When a new activity is included in the panel which the user has not seen yet, a notification indicator appears on this button.  Image Added

 , accessed through an interactive activity button.Image Removed

 

Comments

Users can add comments to a discussion related to a specific content.

...

Expand
titleHow to add a comment

 

This option is used to create a new comment

  1. Access the activity panel by clicking on its button.
  2. Click on the New Conversation button at the bottom of the panel.



  3. Then click on the comments icon.



  4. Enter a comment in the text bar at the bottom of the comments panel.
  5. You can also include an attachment with a comment. Simply click on the attachment icon in the comments text bar.
  6. A menu will appear displaying attachment options.

  7. Make a selection, and include the content. It will be mentioned in the comments panel, above the text bar.


     
  8. Click on the send button to add this comment to the activity discussion. 



  9. It will appear in the current comment panel, and in the activity panel of the users associated with the related content.



  10. Click on the menu icon on the top-right corner of this panel to view other options that can be performed on a comment. See the comments table above to get an understanding of these.




 

 

 

 

...

 

 

Tasks

Add and manage tasks associated with the content.

...

Expand
titleHow to add a task

 

This option is used to create a new task.

  1. Access the activity panel by clicking on its button.
  2. Click on the New Conversation button at the bottom of the panel.



  3. Then click on the task icon.



  4. Click on the task description text bar to give your task a description or name.



  5. From the To Do list, select the nature of the task.



  6. Click on the Assignee bar to add a user to assign to this task.



  7. Choose a priority for this task.



  8. Then set a deadline date using the date icon.
  9. You can also include an attachment. Simply click on the attachment icon.
  10. A menu will appear displaying attachment options.



  11. Make a selection, and include the content.
  12. Click on the add button to create this task. 



  13. It will appear in the current task panel, and in the activity panel of the users associated with the related content.




 

 

 

...

 

 

Secure Comments

Secure comments are extremely private as they can only be seen by those users or groups that get specifically mentioned in them, and the poster who made them.

 

Image Added

 

Secure Comment Actions

 Refer to the table below to see all the actions on secure comments that you can perform.

ActionDescription
Create secure commentUse this guide to learn how to add a new secure comment.
Add attachmentsThe above guide also explains how a content can be attached with a secure comment.
Add replyReply to a secure comment, by clicking on it and adding one of your own.
SortSecure comments are displayed in the order they are added, but using the Sort option can be sorted in the reverse order.
FlagFlag a secure comment for use later.
ShareShare a secure comment with other users.
EditA poster can edit their own secure comments.
DeleteRemove a secure comment from the panel.

 

 

Secure Comment Procedure

 

Expand
titleHow to add a secure comment

 

This option is used to create a new secure comment

  1. Access the activity panel by clicking on its button.
  2. Click on the New Conversation button at the bottom of the panel.

    Image Added

  3. Then click on the secure comments icon.

    Image Added

  4. Enter a comment in the text bar at the bottom of the panel.
  5. To allow a user or group to access this comment, mention them by entering the @ symbol before their name.
  6. You can also include an attachment with this comment. Simply click on the attachment icon in the text bar.
  7. A menu will appear displaying attachment options.

    Image Added

  8. Make a selection, and include the content. It will be mentioned in the comments panel, above the text bar.

    Image Added 
  9. Click on the send button to add this comment to the activity discussion. 

    Image Added
  10. It will appear in the current secure comment panel.

    Image Added

  11. The secure comment will also appear in the activity panel of the users mentioned in it, with a secure icon on the poster's avatar.

    Image Added

  12. Click on the menu icon on the top-right corner of this panel to view other options that can be performed on a comment. See the comments table above to get an understanding of these.

    Image Added