How to Review Reports and Make Comments on an Agenda
Quickly making a comment in a text box:
To quickly add a comment, highlight the text you want the comment to relate to
Then add a comment in the comment box on the right and Submit
Once submitted, the text will be highlighted like below, and when clicked will show the comment
You can now submit a follow up comment or Resolve the comment
Reviewing Report/Creating Comment with pop out Comments box:
In your Agenda, Navigate to an Item and use the Preview button to view the current Item Report.
You can now move this to a 2nd monitor or one side of your screen.
On your other screen/Other side of your screen you can then Navigate to the Comments Tab
While viewing the Report, you can now click the +Add Comment Button to start Adding a comment.
Fill out the Comment and chose if you want to CC Approvers and/or notify a User.
Once done, click save and the Comment will be saved and notify the selected Users.
Reviewing Comments:
When an Item has comments saved, you can use the Comments Window button to pop out a window of the comments, so you can navigate to the area that needs changes, while keeping the Comments visible like below:
Once changes are made, use the Add Comment button in the Pop Up window to add your comment to let users know the changes have been made.
Video guide: