Workiva Support Center

From Sustainability Explorer , you can add notes about content from the Comments panel.

For example, use comments to:

• Provide additional context or clarification for your organization's sustainability reporting
• Enable collaboration and discussion with other workspace members through threaded conversations

Tip: You can also view, reply to, and manage comments from Home . To find a comment in Home, select to view only threads you create or are mentioned in, search for wording, or filter by criteria such as date or author.

Add comment threads on content

1. In Sustainability Explorer, search for or browse to the content to comment on.
2. From the Comments panel, click Add comment add.
3. Enter your comment.

   Tip: To notify a workspace member or group of a comment, enter @, and select the recipient to mention them. To notify all participants in the comment's thread, enter @thread.

Filter comments

To focus on specific comments in the panel, apply filters.

• From Quick filter, choose whether to view all comments or only those that you created or mention you.
• To view only unread comments, turn on Unread.
• For more detailed filtering, click Filter , specify the criteria to view, and click Done.
  • To view only comments that include specific verbiage, in Content, search for the string or keyword.
  • In Status, select whether to view open or resolved comments.
  • In Mentions, select whether to view all mentions, or only those that tag you and your groups or threads.
  • To view only comments from specific workspace members, in Author, search for or select them by name. 
  • In Date updated, select the time frame of the comments to view, such as from the current day—Today—or before or after a specific date.

Tip: To remove filters and view all comments, click Reset filters.

Edit a comment

To update your own comment, such as to fix a typo or add clarification:

1. From the Comments panel, double-click the comment or click Edit .
   
2. Edit the comment, and press Enter.

Resolve a comment

As you respond to questions or requests posed by a comment or thread, select Resolve comment from its menu on the Comments panel. When you resolve a thread, it no longer appears on its disclosure, but you retain a history of its comments.

Tip: To reopen a resolved comment, such as it was resolved prematurely, or to respond with additional details, filter the panel to Resolved comments, then select Reopen comment .

Note: To completely remove a comment and retain no history of its thread, delete it instead.

Apply labels to comments

To quickly communicate a comment's status or other information, you can apply a label.

Tip: By default, comment labels in Sustainability Explorer display statuses of In progress, Needs review, and Done. Workspace Owners can set up the labels to best meet your needs.

1. In Sustainability Explorer, search or browse to the content with the comment.
2. From the Comments panel, select the comment.
3. Click Add label or the comment's current label, and select its new label.
   

Tip: If a label becomes unnecessary, select it again to remove it from the comment. When you remove a label, it can't be recovered.

Delete a comment

To completely remove a comment or thread from a disclosure and not retain a history of its contents, delete it. From the Comments panel, select Delete comment from the comment, and click Delete.

Tip: To remove a comment or thread from a disclosure but also retain a history of its contents and the ability to view it again, resolve it instead.

Manage comment notifications

From Sustainability Explorer, you can select whether to be notified of all replies to threads you participate in or just when you're mentioned.

Note: Your selection for notifications only applies to your own threads within Sustainability Explorer, not other workspace members' notifications, or comments in other features.

1. From the Comments panel, select Manage notifications.
   
2. Select when to receive notifications:
   
   
   • Only my @ mentions for only when someone tags you or your group in a comment or uses @thread in a thread you participated in.
   • Replies to threads I'm participating in for when someone mentions you in a comment or replies to a thread you replied to or are mentioned in.
   • All comments in Sustainability Explorer for every time anyone adds a comment.
3. Click Save.