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Collaboration & Comments¶

The Impact Tracker includes built-in collaboration features allowing team members and clients to communicate about action items, share progress updates, and maintain a complete audit trail.

Comment Types¶

Internal Comments¶

Comments visible only to your internal team: - Team coordination and task updates - Technical notes and implementation details - Internal status reviews - Private strategic discussions

Who can see: Account executives, managers, admins, and team members within your organization

Client-Facing Comments¶

Comments shared with the account's client users: - Progress updates on action item implementation - Requested information or documentation - Milestone announcements - Public status changes

Who can see: Your team + authorized users from the client organization

Adding Comments¶

1. Open an action item from the Impact Tracker
2. Scroll to the Comments or Activity section
3. Click Add Comment
4. Enter your message
5. Toggle visibility:
6. Internal Only — Visible to your team only
7. Share with Client — Visible to client users
8. Click Post

Notification & Mentions¶

You can mention team members or clients to get their attention:

• Type @ to mention a person by name
• Mentioned users receive notifications
• Mentioned comments are highlighted
• Great for assigning tasks or requesting updates

Activity Timeline¶

View a complete history of all changes to an action item: - Status changes — Who changed status and when - Impact metric updates — What metrics were added or modified - Assignment changes — When responsibility changed hands - Comments — All team and client communications - Attachment uploads — Supporting documentation added

This provides full audit trail and context for every action item.

Best Practices for Collaboration¶

For Account Executives¶

• Keep Clients Informed — Use client-facing comments for regular progress updates
• Acknowledge Issues — Respond to client comments within 24 hours
• Celebrate Wins — Share completion announcements publicly
• Request Information — Use comments to ask for impact data or supporting documentation

For Clients¶

• Provide Updates — Comment with progress as work is completed
• Report Blockers — Immediately communicate any obstacles or issues
• Share Evidence — Attach documentation proving impact metrics
• Ask Questions — Use comments to clarify expectations or timelines

For All Users¶

• Be Specific — Reference dates, metrics, or findings when relevant
• Respond Timely — Check assigned actions daily and respond to mentions
• Keep Records — Important decisions or commitments in comments create accountability
• Use Formatting — Bold important items, use line breaks for clarity
• Attach Evidence — Include photos, spreadsheets, or documentation as proof of impact

Email Notifications¶

Stay informed about action item updates: - Get emailed when you're mentioned in a comment - Receive notifications when assigned to an action item - Get updates when action status changes - Notification preferences can be configured in account settings

Comment Permissions¶

Related¶

• Impact Tracker Overview
• Impact Metrics Guide
• Assessment Details