How do I comment on or respond to an Action Step or Goal?

Learn how to leave a comment on an action step or goal.

Please note: this article applies to users with all roles.

Both the observer and observee can use the comment feature to communicate about an action item. To do so, click the blue speech bubble beneath the date.

If you are the Observer:

In the comments popup, you will be able to view both shared and private comments. Comments in peach boxes are Shared with the observee and comments in white boxes are Private. Private means only visible to leaders who have access to the observer. Once you have completed your comment, click Submit to save them. If you submit a shared comment, the observee will get an email with the text of the comment. Your comment will also remain visible on the comments thread for this action step.

Pro Tip: Use the private comment feature to share comments on another leaders action steps. If you leave a comment on an action step another leader shared with an observee, they will get an email and the observee will not see the note. This is feature is perfect for providing feedback on feedback.

 

If you are the Observee:

In the comments popup, you will be able to view and contribute shared comments. Once you have completed your comments, click Submit to save them. The leader who assigned you the action step will get an email with the text of the comment once you click submit. Your comment will also remain visible on the comments thread for this action step.

You'll note the speech bubble now has a 1 next to it, signifying the one shared comment now attached.

 

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