Comments are a great way to capture your thoughts, action items etc. on the current schedule version. You can also tag other users in the comments to get their attention on a specific element. Notes are good for adding details to an Activity, Group or Milestone you'll need for the project lifecycle.
Latest Update: 3-11-2026
How to add Comments and Notes:
There are two ways to add a comment or note, this can be done from canvas, table or Gantt:
From Header: Click on ‘Comment’ then select a group, activity or milestone to add a comment or note
From the right-click menu: Right-click on a group, activity, or milestone and select ‘Add Notes/Comments’ from the menu
Once the notes/comment box opens up, type out the comment and press Enter or type out the note and it will save automatically
Note: If you want to address the comment to a project collaborator, use the '@' followed by the collaborator's user name (@username) and then type out the comment and hit Send or Press Enter. This will send an email notification to the collaborator as well.
If there's an existing thread in notes or comments, click the note icon to update the notes or add comments for the selected element
Finding Comments in Planera
Comments can be accessed from 3 points.
From Home Page Header: Comments panel located on the right side of the screen
From Header inside a project: Click on ‘Comment’.
Note: The comment pane will open on the right, displaying only project-specific comments.
Click on any comment to navigate to its location in any view:
Canvas
Table
Gantt
Note: Unread comments will have a blue dot on the left in the comment pane and the note icon will be blue on canvas, table & Gantt.
From the Canvas: Elements with comments display a note icon on their right side. Click on it to open the thread.
From Table and Gantt: Elements with comments display a note icon on the right side of the element name
Finding Resolved Comments
By default, resolved comments will not be shown in the feed. You can change this from the filter option
Finding Comments Specific to You.
Click ‘All Comments’ dropdown from the comment feed.
Click ‘Comments for Me’ to display comments you have been tagged in.
