Getting Around – Comments & Mentions

This guide walks through how to use comments and mentions across Element Detail Pages, Summary and Reports.

Fernando Montenegro
8 steps
16 seconds

Clearpointstrategy

The **Discussion tab** in ClearPoint makes it easy to communicate and collaborate directly within your pages. Use it to post comments, tag teammates with @mentions, add emoji reactions, reply to threads, or resolve discussions once decisions are made.

Navigating to the Discussion Tab

1. Click the **Chat Bubble icon 💬** on any **Element Detail page**, **Summary Report**, or **Goal page**. 2. The **Discussion tab** opens in the right-hand drawer.

Using @mentions

You can mention other users in a comment to send them a notification. 1. Click into the **Discussion text area**. 2. Type **@** to open a list of users. 3. Select the teammate you want to mention. 4. Click the **Send** icon to post your comment.

Replying to a Discussion Thread

1. Click in the **Reply** text box under a comment. 2. Type your message. 3. Click **Send** to post your reply.

Reacting to a Message with Emojis

1. Click the **Add Reaction (😊)** icon under any comment. 2. Select an emoji to react. 3. Click the same emoji again to remove your reaction.

Editing a Comment

1. Click the **kebab menu (⋮)** next to your comment. 2. Select **Edit Comment**. 3. Make your changes. 4. Click the **Check** icon to save.

Deleting a Comment

1. Click the **kebab menu (⋮)** next to your comment. 2. Select **Delete Comment**. 3. Confirm by clicking **Delete**.

Resolving a Discussion Thread

When a conversation is complete, you can mark the thread as resolved. 1. Click the **Resolve** icon on the thread header. 2. To view past discussions, check **Show Resolved** at the top of the tab. 3. To reopen a thread, click **Unresolve Thread**.