Adding and editing comments

Updated on Feb 23, 2017

Posting plan comments #

Account owners, contributors, and guests can all post comments on sections of your plan. This is a great way to share ideas and discuss particular areas of the plan inline. You can even use comments as notes to yourself about what you want to cover in a particular section.

Comments are only displayed within the LivePlan application; they will not be printed in the plan document or show up in the print preview. Also, if you remove a section from your plan, its comments will be stored with it. If you add that section back into the plan later, the comments will be restored.

To post a comment:

  1. Click the Comments link under the section you’d like to provide feedback about:
    comment-acces-link.png#asset:1950
  2. Type your comment in the field provided, then click Add Comment:
    comment-field-save-button.png#asset:1951


Viewing comments #

There are two ways to view comments in LivePlan: you can view only the comments that apply to a particular section, or you can view a list of all of the comments in the plan.  


To view the comments in a specific section of the plan:

Navigate to the desired section in your plan. If there are comments, the number of comments will be shown beneath the text or chart items in the section. Click the link to view the comment:

comments-number-of-comments.png#asset:19


To view a summary of all of the comments in the plan:

  1.  Under the Plan tab, click Comments. This will display a list of all of the comments in the plan and indicate where they are located
  2. To view the text of an individual comment in the list, click Show comment text. Comments can't be edited from this page. See below for instructions on editing a comment.

    comment-list-outline-link.png#asset:1986


Editing a comment #

All users can edit their own comments. Only LivePlan account owners can edit the comments of others.

To edit a comment:

  1. In the Plan tab, on the Plan View page, click the number of comments below the desired section to display the comment:
    comments-number-of-comments.png#asset:19
  2. Click the Edit link:
    comment-edit.png#asset:1955
  3. Make any desired changes to the comment.
  4. Click the Save link:
    comments-edit-save.png#asset:1956


Deleting a comment #

All users can delete their own comments. Only LivePlan account owners can delete the comments of others.

To delete a comment:

  1. In the Plan tab, in the Plan View page, click the number of comments below the desired section to display the comment:
    comments-number-of-comments.png#asset:19
  2. Click the trash can icon:
    comments-delete.png#asset:1957
  3. In the overlay that appears, click Confirm:
    confirmdelete.png#asset:749