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Commenting on discussion topics and action items

Learn how to leave comments on discussion topics and action items in PI Perform, so you can keep teammates updated on projects and tasks.

Updated over 2 weeks ago

Use the comment box in discussion topics and action items to capture pre-meeting thoughts or live-meeting notes.

How to find or add comments

  1. Log in to Perform.

  2. Click into a workspace on the left-hand side.

  3. Hover over a discussion topic or action item.

  4. Click the speech bubble on the right-hand side.

  5. A panel will open containing a list of information and resources tied to this topic or action, including uploaded attachments and existing comments.

  6. To add a new comment, type in your comment where it says "Leave a comment."

  7. Hit return (or the the send icon) to confirm.

How is the comments window organized?

The comments window is organized as follows:

  1. View the related discussion topic as well as who owns that item on the agenda.

  2. Easily attach files relevant to this topic.

  3. Create and view follow-up action items right from the comment window.

  4. Toggle between comments or timestamps for the events related to this topic.

  5. Add a comment, either written or via a video (more on that below).

Direct messaging and file sharing

File sharing, integrations with cloud documents, and @name mentioning, make it easy to keep files and comments organized within topics.

Using video to have asynchronous conversations

Sometimes it’s easier (and better) to say it than to type it. Our video feature allows users to send short recordings within comments---we even transcribe it for you.

FAQs

How do I edit/delete a comment?

To edit or delete a comment, click the pencil or trash icon, respectively.

Note: You cannot modify or delete someone else's comment.

I recorded a video, but the video and/or transcript isn't showing up. Why?

It may take a few minutes for your video to upload and/or be transcribed. Try refreshing your page after a few minutes.

Additional support


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