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Communicate with your team right from PlanGrid! Use the comments feature to leave messages for your team or to have a tracked discussion about your ongoing project. All comments include a date and time stamp, as well as the name of the commenting team member. Comments cannot be deleted or removed once they have been posted.
Comments are available in Sheets, RFIs, Tasks, and project Dashboards on both the website and the mobile app. To leave a comment, simply open the Comment box to begin typing, then click “Post”.
Adding and Viewing Comments on the Website
In your Sheets:
1. From the Sheets icon, click to view your sheet.
2. Scroll down to view the sheet details and to add your comments.
Click the return or enter key on your keyboard once you have entered your comment to save it to the sheet; then click Save to save the changes made to the project.
In your Tasks:
1. Open the Tasks icon.
2. Click the task you'd like to see, as the info drawer on the right will pop up.
3. Scroll down to view or make a comment. Click the return or enter key on your keyboard once you have entered your comment to save it to the task; then click Save to save the changes made to the project.
In your RFIs:
1. Click on the RFI icon.
2. Click Into the RFI.
3. Scroll down, comments will be below the references.
In your projects Settings:
Leave general comments about the project as a whole under your Settings icon.
1. Click on the Settings icon.
2. Click into the field to begin editing, and click "Post" to post the comment for the whole team to view.
Adding and Viewing Comments on the Mobile Device
If comments have been added by another team member on your project, you will be notified by a small badge on the file cabinet on both Android and iOS devices.
For project level comments you will see the badge on the file cabinet in grid view. For sheet level comments, you will see the badge when you tap to open that sheet.
In your Sheets:
1. Tap the file cabinet, and then choose "Comments".
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2. Tap the text field to begin typing, and then choose "Post" to post your comment.
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In Your Tasks:
1. Tap the stamp to open the detail box. (For Android, tap the stamp, and then choose "View Task").
2. Tap "Comments" on iOS, or the speech bubble icon in the upper right corner on Android.
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3. Tap the text field to begin typing, and then choose "Post" to post your comment.
In Your RFIs:
1. Tap the file cabinet from Grid View, and choose "RFI" to open your RFI log.
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2. Next, tap the title of the RFI you would like to comment on.
3. On iOS, scroll down and tap "Comments" to view and add RFI comments. On Android, tap the speech bubble icon in the upper right corner.
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4. Tap the text field to begin typing, and then choose "Post" to post your comment.
In Your Project's Dashboard:
Any comments added at the project level on the mobile app will sync back to the project settings. on the website.
1. Tap the File Cabinet from grid view and choose "Comments".
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2. You can view your project wide comments here. To add a new comment, tap the field to begin editing, and then click "Post" to post your comment for the whole team to see.
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