Latest Update: 6-9-2026
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.
How to add Comments and Notes:
There are multiple ways to add comments or notes to schedule elements, 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
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
Navigate to comments from one of the following paths:
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.
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
Click on any comment to navigate to its location in any view:
Canvas
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.
Table
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.
Gantt
Use Universal Search
Press CMD+K (Mac) or Ctrl+K (Windows) from anywhere in your project, or click the Search icon on the top of your screen, left of your project name. Start typing any word from your note or comment to quickly navigate to it.
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.
Filtering by Notes
Click the Filter button at the top right and choose the Notes filter option.
Choose whether to show elements with notes or elements without notes.
The schedule updates to show only the matching activities.
Frequently Asked Questions
Can I combine the Notes filter with other filters?
Yes. The Notes filter works alongside other filters such as status or date range. Apply multiple filters together to narrow your view further. See Using Filters to Analyze a Project.
What counts as a "note" for this filter?
A note is a freeform note attached to an element in Planera. The filter looks for elements that have a note. Comments are separate from notes and are not what this filter checks.
How do I find a specific word inside my notes?
The Notes filter shows which elements have notes, but to search the text inside notes use Universal Search (Ctrl+K or Command+K). It searches across notes, comments, and columns.
Does the Notes filter affect my schedule in any way, or is it just for viewing?
The Notes filter is only for viewing. It does not change your schedule data or affect any activities; it simply controls which activities are visible in your current view.