Commenting on Discussion Topics and Action Items

Meetings in Perform are more organized thanks to a dedicated place for notes, conversations, attachments, and more.

Our comments window for Discussion Topics and Action Items is the best way to capture pre-meeting dialogue and live-meeting notes. But it doesn’t stop there. We’ve refreshed the design to enhance context, history, file access, and integrations. Below, we highlight these elements.

• Where do I find and add comments?
• How is the comments window organized?
• Direct messaging and file sharing
• Using video to have asynchronous conversations

Where do I find and add comments?

You can find the comments button on the far right of a Discussion Topic or Action item:

Or within Meeting Mode by selecting “View older notes”:

How is the comments window organized?

Let’s start with an overview of what’s in our updated comment view:

1. 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. The comment text, which can be written or 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.

Please not that you cannot delete other people’s comments/notes.

Here’s a screenshot illustrating this—you can see the edit and delete options appear for my own comments, but I cannot edit or remove Adam’s comment.

These will remain visible to all parties in the workspace and will be archived with the topic.

Additional support

• What is Meeting Mode in PI Perform?
• Record video topics, comments, and feedback
• How can I use Zapier with PI Perform?

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