Comment dialog | PageSeeder User Guide

Key point: Post, reply to, or edit, the comment in a task or discussion thread.

Usage

This dialog is used to post comments on PageSeeder, this might be to:

Create a new discussion by posting a new comment.
Create a new task.
Edit an existing comment.
Resume editing a draft comment.
Reply to a comment.
Update a task.

Create, reply and edit

When you create a post, a new comment or create a new task, all the fields are empty or set to their default values. You submit the form by clicking the Post comment or Create task button.

When you reply to a comment or task, the title and task fields, if any, inherit the value from the previous comment. You submit the form by clicking the Reply or Update task button.

Edit

When you edit a comment, the fields are pre-filled with the current values of the comment. You submit the form by clicking the Edit comment button.

You cannot change the attachments and the default message setting is 'Silent'. If you change the message setting so that it sends an email notification, the message includes a note indicating that the original comment has been modified and who the original author was.

Drafts

After you start typing a title or text in the comment box, your comment is automatically saved as a draft whenever you stop typing. When a draft is saved, Saved draft appears briefly at the bottom of the form.

When you resume a draft, the fields are pre-filled so that you can continue where you left off.

You can see the list of your comment drafts in your my drafts page, and if configured, on the drafts widget.

Comment form

The comment form is very similar in all cases, the differences are explained for each field.

Comment context

When posting or replying to a comment or task in a document, the context is displayed at the top of the form so that you know the context of the comment.

The title of the document you are viewing, preceded by its media type icon, is displayed to the left and the fragment, if there is one, is displayed to the right following a icon.

Comment title

When you post a new comment or create a task, you must enter a comment title in the Title field. It is used as the title of the discussion and generally included in the title of the email message sent by PageSeeder.

When you reply to a comment or update a task, the title is automatically set to the title of the previous comment in the discussion. If you edit a comment or resume a draft, the title is set to the comment title.

Click the icon, you want to edit the comment title. Although each previous comment retains their initial title, changing the title of the last reply automatically changes the title of the discussion or task.

When you change the title to a comment, the button lets you reset the value to the original title of the comment.

Avoid changing the title of discussions; it might affect the ability of your email client to group the email correctly and might be confusing for some group members.

Comment

Enter the text of your comment in the Your comment field. When editing a comment or resuming a draft, this field is pre-filled with the current value.

You can format your comment using rich text. It is used in both the email message sent and in the user interface.

Task fields

The task fields let you set the status, priority, assignee and due date of the comment.

In a task, they are directly available and pre-filled; they cannot be removed. When you create a task, they are already expanded.

In a discussion, the task fields are not available until you click the Make this comment a task option to display the status, priority, assignee and due date fields. If you decide not to make the comment a task, you can remove the unedited fields from view by clicking Hide tasks options.

Status

The status of the task. This field is required for a task. Setting the status for a comment automatically turns the discussion into a task.

Priority

Set the priority of the task. The priority is optional, you can set to “No priority”.

Assignee

Set the assignee to nominate the member responsible for the task. The assignee is optional, you can set to “Nobody”. A task can be assigned to members with any role, except for ‘guest’.

If there are fewer than 10 possible assignees, this field is a drop-down list and you can select the member directly from the list. Otherwise, you need to start typing the name of a member to make it appear in the list. Use the arrow keys or mouse to select the member.

Due date

Set the date when completion of the task is required.

The due date is optional – use the button to remove the due date.

For managers: project configuration page

Comment labels

You can set the comment labels for the comment. Labels are included at the bottom of the email message and shown underneath each comment in the user interface. They are specific to the comment, not the discussion or the task.

Click the predefined label you want to add or remove.

Click the icon to add a new label.

For managers: Labels are configured at the project level in the labels configuration page.

Attachments

You cannot view or edit attachments when editing a comment.

Attach files from your file system

To add file attachments to the comment from your file system, click the Attach files button and navigate to and select the files you want to add.

The attached files are listed before the button. To remove an attachment, click the icon to the right of each file, then click the Yes option to confirm removal.

Attached files are uploaded to PageSeeder. After the comment is submitted, they are stored in the attachments year/month folder, for example, ‘attachments/2022/12’.

Attach existing documents, fragments or URLs

To attach existing URLs, documents, or fragments to your comment, click the Attach to button to open the attachment dialog.

Like the file attachments, the attached documents are listed before the button and can be removed the same way.

Accessible to

This field indicates in which group the comment is posted.

You cannot change the group unless the comment is posted on a document shared between multiple groups.

In that case, click the change link to show the list of groups the comment can be posted to. Select the groups, then click the cross icon to hide the list.

Message settings

You can change the message settings for the comment by clicking one of the notification icons to the right.

Silent		Post the comment, but don't notify anyone
Minimal		Notify only discussion authors, the assigned member, and approvers
Normal		Notify group members based on their notification settings
Announce		Override member settings and notify all group members

For managers: You can configure when approvers are notified with a Minimal message setting, based on the comment status, by setting the Broadcast Approvers option in the project configuration page (recommended) or the group configuration page.

Comment email address

If you want to use your email client instead of the comment dialog to post a new comment or reply to an existing one, you can copy or click the email address at the bottom of the dialog.

How to find this page

This dialog is available from many contexts, including the following.

To post to the group – click the plus button at the top right of several pages, including the documents page. Then click the Post comment option to open the dialog.

To post on a document – when viewing the document, click the icon in the right sidebar to open the document discussions panel, then click the Post comment button.

To post on a fragment – when not in edit mode, click the icon on the right of the fragment, then click the icon.