Available with any of the following subscriptions, except where noted:
🟢 Starter (up to the plan’s step limit) | 🔵 Builder | 🟣 Optimizer |
⚫ Enterprise
Effective communication is key to smooth collaboration, especially when managing complex workflows. Puzzle’s Comments feature allows teams to centralize discussions directly within process steps, ensuring all conversations stay relevant, organized, and actionable.
Whether you need to ask a question, share feedback, document decisions, or highlight challenges, Comments make it easy to keep your team aligned without losing context.
By integrating discussions into specific steps, Puzzle eliminates scattered messages and misplaced conversations, making process collaboration more efficient. With tagging, categorization, and notifications, your team can stay informed and engaged—even when working asynchronously.
Benefits of Using Comments
🤝 Collaboration: Easily foster discussions within your workflows by attaching comments to specific steps.
📍 Contextual Communication: Ensure all comments are relevant to the task at hand, avoiding miscommunication or misplaced conversations.
📝 Documentation: Keep a record of decisions, discussions, and updates for transparency and future reference.
Video Guide: Collaborating with your team
Step-by-Step Guide
1️⃣ Adding A Comment
1️⃣ Adding A Comment
💬 Add Comment: To add a comment, click the speech bubble icon next to the step you want to discuss.
🔖 Categorize Comment: Choose a category from the dropdown menu to better organize your comments. Available categories include:
Note 📌 – General observations or additional context.
Decision ✅ – Important choices made during the process.
Pain Point ⚠️ – Issues or blockers that need attention.
Idea 💡 – Suggestions for improvements.
Question ❓ – Inquiries that require clarification.
✏️ Provide Details: Type your comment and submit. Comments will now appear in the thread linked to that specific step.
👥 Tag Team Members: Use @ followed by a teammate’s name to tag them in a comment. This ensures they are notified and can quickly respond to important discussions.
🔔 Notifications: Puzzle will send an email notification when you are mentioned in a comment, so you can stay updated even if you are away from the platform.
2️⃣ Replying to Comments
2️⃣ Replying to Comments
💬 Keep the Conversation Going: To reply, click on an existing comment and type your response. This enables a threaded discussion, ensuring all feedback and insights stay in one place.
✅ Resolve & Reopen Comments:
Resolve: When a discussion is complete, mark the comment as resolved to disable replies and clear it from active notifications.
Reopen: Need to revisit a past conversation? Click the reopen button to resume the discussion.
3️⃣ Viewing All Comments
3️⃣ Viewing All Comments
📜 View Comments: In the Workflow sidebar, click the comment icon to view a list of all comments associated with the entire workspace.
➕ Similarly, in the Section sidebar, click the comment icon to view a list of all the comments associated with steps that are grouped within the section.
📍 Navigate Easily: Clicking a specific comment from the list will take you directly to the relevant step, helping you quickly access and manage comments across your workflows.
💡 Important Tips & Best Practices
🔖 Organize Discussions: Use the dropdown menu to categorize comments for clarity and purpose in discussions.
🔁 Comments Roll-up: Individual step comments will automatically roll up to the Section comments tab. This feature allows for easy review of all comments related to a process section without losing track of their original placement.
🎥 Add Walkthroughs: Enhance communication by adding a Loom video walkthrough in the comments to visually explain a process step or provide additional context.
📅 Regularly Review Comments: Make it a practice to regularly check and reply to comments to keep discussions flowing and ensure important updates are addressed on time.
Conclusion
Puzzle’s Comments feature makes collaboration effortless by keeping discussions directly connected to workflow steps. With built-in tagging, categorization, and notifications, your team can quickly share insights, document key decisions, and stay informed without losing context.
Whether you’re addressing feedback, resolving questions, or tracking important updates, Comments ensure seamless communication and better workflow management.
Start using Puzzle Comments today to enhance your team’s collaboration and keep every conversation exactly where it belongs. 🚀