Document Commenting in Altium Designer

When integrated with a connected Workspace, Altium Designer projects enable a dispersed design team to work collaboratively on centrally stored and managed projects. The design interface supports commenting on various design documents to enhance the design collaboration process. Comments, i.e., user-added notes, can be placed in documents and replied to by other users.

The Comments and Tasks panel

Placed comments are available in real-time to collaborating users (those that have shared access to the document) and are saved to the server independently of the project without altering its constituent documents in any way. The commenting feature is managed through the Comments and Tasks panel. When a comment entry is selected in the Comments and Tasks panel, the system will open (and load, if necessary) the associated design document.

The Comments and Tasks panel allows you to add comments to a defined area or point in the active document of a Workspace project and assign these comments to Workspace members, essentially creating tasks for them. The panel allows all users who are working on the document to add comments and view all comments without actually modifying the document itself. This feature allows for the facilitation of strong collaboration processes and is invaluable when issues within the document need to be pointed out without physically merging and receiving conflicts. The Comments and Tasks panel can essentially be used to create a 'to-do' list, and as the design matures, the comments can be resolved and closed. Placed comments are available in real-time to collaborating users – those that have shared access to the document – and are saved to the Workspace independently of the project without altering its constituent documents in any way.

Note that comments and tasks can be added and managed in both Altium Designer and in the related Workspace via its browser interface design view. The functionality of the two commenting systems is essentially the same, and since both the project and commenting data are stored in the Workspace, the systems work together in real time.

See Commenting in the Web Viewer (Altium 365 Workspace, Enterprise Server Workspace) for detailed information on the commenting system in a Workspace's browser interface.

Where Commenting is Supported

Schematic

A comment can be applied to an object, a specific point, or an area in a schematic document.

PCB

A comment can be applied to an object, a specific point, or an area in a PCB document (in 2D layout mode) – .

Note that focusing a comment in a PCB document will auto-switch to the same view the reviewer had (visible layers, active layer, top/bottom view). An example of view configuration switch when focusing a comment is shown below.

❯ ❮ Javascript ID: PCB_LayerSpecificComments_AD23

The view configuration before focusing on a comment: all signal layers are enabled, Bottom is the active layer, and the board is shown from the bottom side. The board after focusing on a comment (the same view is applied as it was when the comment was added): Top is the only signal layer enabled, Top is the active layer, and the board is shown from the top side.

Draftsman

A comment can be applied to a specific point or an area in a Draftsman document of a PCB or Harness Design project – .

Harness Wiring Diagram and Layout Drawing

A comment can be applied to an object, a specific point, or an area in a Wiring Diagram or Layout Drawing document of a Harness Design project.

Multi-board Schematic

A comment can be applied to an object or a specific point in a Multi-board Schematic document – .

ActiveBOM

A comment can be applied to a row in an ActiveBOM document – .

Comments and Tasks Panel Access

The panel is accessed from a Workspace project in the following ways:

• Click the Panels button on the bottom-right of the design space, then select Comments and Tasks.

  The Workspace icon next to a panel's name in the menu at the bottom-right of the design space indicates that a connection to a Workspace is required to view the associated panel's data. A blue icon () signifies that there is currently a connection to a Workspace. A gray icon () indicates that there is currently no connection to a Workspace, and you will be directed to connect to a Workspace before the panel's data can be accessed.
• Select the View » Panels » Comments and Tasks command from the main menus.
• Double-click on the marker pin of a comment placed in the design space.

Adding a Comment When Not Connected to a Workspace

Before using the commenting feature, ensure that you are connected to your Workspace and have opened a project and one of the document kinds that supports comments (including schematic, 2D PCB, Draftsman, and ActiveBOM). Use the File » Open Project command to choose a Workspace project from those that have been shared with you. The Comments and Tasks panel will provide hints for these prerequisites.

Comments and Tasks Panel Options

Use the buttons at the top of the Comments and Tasks panel to set the availability of comments in the panel and editor space and to specify if mentioned users are notified.

The panel's  button toggles the visibility of comment marker pins on the document. Comment entries in the Comments and Tasks panel listing may still be selected as usual.

Use the filter drop-down menu in the Comments and Tasks panel () to configure comment filtering and the associated  button to toggle between the filtered and unfiltered view.

• Tasks only - enable this option to show only comments that are assigned to a user.
• ASSIGNED TO - all options are disabled by default. Consequently, all tasks/comments are shown and sorted by name (the first entry in the list is the current user). When checkboxes are enabled for a user(s), the entries of those enabled will be displayed. 

Use the options of the  button menu to configure comment visibility and notifications:

• Unresolved Only – comments that have been resolved are not included in the listing.
• Current document only – show only comments that have been placed on the currently active document.
• Notification settings – click to open the Notification Settings dialog and configure email alerts receiving for all comment activity in this design (All), for only those comments where you are mentioned or assigned (My), or not receiving email alerts at all (None). ► Email content example.

• Export Comments – click to open the Comment Export Configuration dialog to configure the export of comments into a PDF file.

  

  The output PDF will include information about comments in the design: comment ID, author, date and time of creation, comment text, assignee (for tasks), and status (for a comment, if it is Resolved; for a task, its To Do / In Progress / Resolved status). You can choose to export all comments associated with the design, irrespective of when those comments were made or only comments made between specific design releases. There are also a few options to define which screenshots to include in the generated PDF document. Together, both give information on where a comment is and what it applies to (point, component, area). If you leave both unchecked, you'll get just the comments themselves. Once configured, click Export to generate the PDF, using the subsequent dialog to determine where and with what name (by default, that of the project).

  • Entire designs snapshots - include a snapshot of each source document with a comment within the nominated time Period. This provides a visual confirmation of where on the document the comment resides by numbered comment marker.
  • Original design screenshots - include the Original Snapshot that was taken when a comment was created (and is the snapshot available from the Contextual Commenting window when a comment marker is clicked in the main design space). This shows the point, area or component to which the comment applies.
  Exporting comments to a PDF can also be configured and generated through an Output Job file as part of releasing the project. Add an Export Comments outputter as part of the Report Outputs category.
  Note that the comment export feature is only available for members of the Workspace where the project resides. It is unavailable for users with whom the project has been shared outside the Workspace.

Placement

To place a comment in the design space of an object-based graphical editor, such as schematic, 2D PCB or Draftsman, run the command for it first. This can be done by performing one of the following:

• Click the  button available in the Comments and Tasks panel.
• Click  near the top right-hand corner of the design space.
• Click Place » Comment from the main menus.
• Using the Ctrl+Alt+C keyboard shortcut.
• Right-click, then select Comment from the design space.

Depending on the document type (see above), comments can be assigned to an object, a specific point, or an area on the active document. The command invokes the comment placement mode, and the cursor changes to a crosshair with a blue circle that detects and highlights objects for selection:

• Click a highlighted object to attach (pin) a comment to that object.
• Click in an un-highlighted area to attach a comment to that specific point on the document.
• Click away from an object and drag the cursor to create a rectangular highlighted area, and then click again to confirm its final shape to attach a comment to the specified area. ► See example.

In an ActiveBOM document, click on a cell in an ActiveBOM document to add a comment to that row of the BOM. Right-click on a row and then select the Comment command to add a comment to this row.

The placement action then opens a comment entry dialog that offers a field for entering the comment text and, for graphical documents, also an additional option for adding a freehand drawing to the comment where applicable (). Select the Assign a task to option to assign a task to yourself or to one of the users mentioned in the comment (see details below). Click  to confirm the comment creation, which will associate the comment with a numbered pin marker on the document, and also add a comment summary entry to the Comments and Tasks panel.

Placing a comment on an object, mentioning another registered user in the comment, moving the comment's pin indicator, and adding a freehand drawing to the comment.

Mentions and Task Assignments

Along with text in the comment entry dialog, a 'mention' reference can be added for any other user or role registered with the connected Workspace by entering the @ character. Select a name/email from the dropdown list to add the user (Workspace member) reference to the comment, and also as an Assign a task to entry – essentially, a task will be assigned to the user. Uncheck the latter option if you do not wish the comment to be regarded as specifically assigned to that user. A Role group (e.g., 'Engineers'), and therefore its constituent users, may also be added as a mention.

If a mentioned user does not have access to the current project, you will be invited to share it with that user. This option is available if you are the project owner or a Workspace administrator. User Access Rights are granted through the Share dialog; the user will receive an email notifying them of the shared access. If you cancel the Share dialog, the project will not be shared, but the comment will be placed as usual.

► See more information about sharing a design.

When a task is assigned to a user, the image/photo of this user will be shown at the top-left of the comment dialog and the comment tile in the Comments and Tasks panel. Also, the task will be named with the project name and the sequence number (e.g., Kame_FMU-1) instead of a simple number as is done for normal comments. This name is also shown in the comment dialog and the comment tile. Click it to open the Tasks page of the project in the Workspace's browser interface with the selected task focused in the task list.

Positioning

A comment's location in the editor space is moved by dragging its associated 'pin' to a new position – during or after its placement. When selected, the comment pin includes a connecting line to its associated object or area.

Note that a comment may also be positioned during its initial placement by clicking and dragging when in placement mode. ► See example.

Pasting Images

You can add an image to a comment by first copying the image from an Explorer window or a browser page by right-clicking on the image, which copies the image to the clipboard. To attach the image, use right-click Paste (or the Ctrl+V shortcut) in the comment itself (in the field that states Add others with @ or paste images). 

Each image can be a maximum of 2MB. After it is pasted into the comment, click the image to display the full image, as shown in the image on the right.

You also can post a comment if it includes only a pasted image without any text, as shown below.

Drawing

When placing or editing a comment, select the  option button to add a freehand drawing with the resulting pen cursor. Click and drag to create lines, and then right-click to finish and associate the drawing with the currently selected comment.

To access the Freehand Drawing mode of the Properties panel, press the Tab key when freehand drawing mode is active (this is indicated by the  icon in the design space). These options allow you to undo and redo comments under the Commands drop-down and change the width, size and color under the Properties drop-down.

General Tasks

General tasks (tasks applied to the current project but are not associated with a project comment or document) are listed in the panel in a separate group under the entry of the project. The same content and attributes are shown in the panel for general tasks (assignee, priority, etc.).

General tasks are listed in the Comments and Tasks panel.

Click a General Task entry in the panel to access its commenting dialogs. Use the dialog to post comments (including those with pasted images) for the selected General Task.

Detached Comments

When a project document is removed, or its UniqueID has changed, the comments for the document can become "detached." Those comments can still be accessed from the panel's Detached Comments collapsible region. Click on a detached comment's tile in the Comments and Tasks panel to show its dialog in the design space of the currently opened document.

Working with Comments

Comments placed in a design document are registered in both the Comments and Tasks panel (as a sequence of numbered entries) and in the corresponding document editor (as numbered pin graphics). Each panel entry represents a comment thread and provides summary information, including who placed the comment and when, the initial comment text, any applied mentions/assignments, and the number of thread replies.

A comment thread is opened by selecting its entry in the Comments and Tasks panel or by clicking on its associated pin in the design space. This highlights the comment in the document editor and opens the comment entry dialog, which includes the initiating comment and any user replies. If a selected comment is associated with another design document, the system will open (and load, if necessary) that document.

Navigating comments by selecting pin markers in the design space, and by selecting entries in the Comments and Tasks panel.

Comments Dialog

Interaction with a placed comment is through the pop-up comment dialog, which shows all entries in the selected comment thread and includes options to preview, reply, edit, resolve, and delete an entry. The dialog is opened when initially placing a comment or when a placed comment is selected in the Comments and Tasks panel or in the design space. Press Esc or click in the design space to close the comment dialog.

Step through all available comments sequentially using the previous/next buttons () in the dialog's header.

Preview

Select the Original Snapshot option in the initial comment to see a graphical capture of the editor area when the comment was placed. Click the icon at the top-right of the screenshot or the screenshot itself to open a full-size preview (click the  icon at the top-right of this preview or the image itself to close it).

Reply

Enter text, and optionally a user mention ('@') in the Reply field to add a new entry to the comment thread. Select the Assign a task to option to create a task assigned to a user specified in the drop-down. Click  to confirm the entry.

Edit and Delete

An existing comment may be edited by the author of that comment using the Edit option available from the comment's  menu. Click the  button to confirm the comment edit.

Use the Delete option to remove the currently selected comment. Note that the entire thread will be removed if the initial comment (instead of a Reply) is deleted.

Use the Convert to Task option to convert the comment to a task assigned to yourself.

Use the Copy Link option to copy the URL to the comment thread. This link can be used to open this project in the Web Viewer of the Workspace's browser interface, with an object, point, or area of the comment zoomed and centered.

Resolve

Click the / button to toggle the comment state between Resolved and Unresolved (the default). A resolved comment (closed as complete) is inactive and non-editable, and both its entry in the Comments and Tasks panel and its pin marker on the document are grayed out.

Setting Task Priorities and Statuses

If a task comment has been assigned to a user, its priority and status can be set. A task is initially immediately set to Medium priority and to To Do status, but they can be changed by clicking an associated control at the top of the comment dialog.

Commit Tag and Release Revision ID Information 

Commit tags and release revision IDs are displayed when viewing the applicable comments/tasks in both the Comments and Tasks panel and the commenting dialog in Altium Designer.

• Comments created in the Web Viewer when reviewing the design snapshot of a tagged commit will include the associated tag name. Click the tag name link to open the related commit snapshot in the Web Viewer.
• Comments created in the Web Viewer when reviewing a specific release will include the release revision ID. Click the release revision ID link to open the Manufacturing Portal for this release.

Working with Jira Tasks

If Jira Integration is enabled for your Altium 365 Workspace and the Jira application has been configured, then a placed comment will include the additional option of placing and linking with a Jira issue in your Atlassian Jira® service. Like conventional comments and their associated tasks, placed Jira issues can be viewed, edited, and commented on from within the design documents, and viewed/selected via the Comments and Tasks panel.

A placed Jira task instance is synchronized with its respective issue in the Jira space. The bidirectional data synchronization between Jira issues and Workspace tasks allows design project management to be conducted through the Jira space in conjunction with Altium 365.

Create a Jira Issue

To place a Jira Issue task for a design project, first place a comment instance in the usual way and then select the Jira Issue option in the comment dialog. Follow by choosing an Issue type and adding a summary to create the synchronized Jira issue task.

❯ ❮ Javascript ID: CommentsAndTasks_JiraIntegration_CreateIssue_AD24_8

Place a Jira task in the current project document by first placing a comment instance. The alternative Jira mode is available from the Comment drop-down menu. Invoke the Jira task placement by selecting the Jira Issue option from the dialog's Comment menu. Click the Create Issue option if not already selected. Select the type of issue to be created from the Issue Type drop-down list, which includes those available in your Jira service. Enter an issue Summary and optional description/assignee. The Assignee drop-down list will include only those users who are registered members of your Jira account. Select Post to confirm. The Jira issue is placed in the initial document comment position, is included in the Comments and Tasks panel, provides a link to the issue in the Jira space, and includes interactive access to its task priority (Medium, High, etc.) and status (To Do, In Progress, etc.) settings.

Select the Task ID of the Workspace Jira issue in the comment dialog or Comments and Tasks panel to directly open that issue in the Jira space in a new tab of your default browser. The Workspace Task ID maps to the Issue Key in the Jira space, and the main Jira parameters, such as Summary, Description, Assignee, and Comments, are mapped between the two instances. The Workspace user who created the Jira Issue is the Issue Reporter on the Jira side. Note that a snapshot image of the current Workspace document is included as a Jira attachment if the Attach original snapshot option was selected when creating the Workspace Jira issue (see above).

A placed Workspace Jira task will create a synchronized Jira issue in the Jira space. The two are linked by the mapping of the Workspace Task ID with the Jira Issue Key.

Along with the parameters mapped between the Workspace and Jira issues, the task-related Priority and Progress status settings are also synchronized. For example, moving the Workspace issue task from a Medium to High priority state will immediately be reflected in the issue on the Jira side, and changing the progress state from To Do to In Progress on the Jira side will similarly change the state of the Workspace Jira issue. A data refresh (run by clicking the  button at the top of the Comments and Tasks panel) may be required to see updated data.

Link to a Jira Issue

Altium 365 Jira Integration also allows a Workspace Task to be linked to an existing Jira issue in your Atlassian Jira service through the comment dialog’s Jira Issue mode. You can link to any issue in the specified Jira project, which is then synchronized with the Workspace Jira task.

❯ ❮ Javascript ID: CommentsAndTasks_JiraIntegration_LinkIssue_AD24_8

Place a comment instance on the document area or object you would like to associate with an existing Jira issue, then select the Jira Issue mode and the Link Issue option in the comment dialog. Use the Select or search issues drop-down to select the Jira issue (shown as a Summary text) that will link to the newly placed Jira task instance. Begin typing in the text field to search for a required Jira issue. The dialog’s Jira Issue drop-down will show the selected issue from the Jira space. If required, check the Attach original snapshot option to transfer an image of the current document view to Jira. Click the Post button to establish the link between the Workspace Jira task and the selected Jira issue. The new Jira issue task is shown in the Comments and Tasks panel and the comment dialog, which will include any existing (or added) comments – select the dialog’s Show all Replies option to see the full list.

The linked Jira issue is now synchronized with the Workspace Jira task, which includes the issue Comments and is set to the Progress and Priority states defined by the Jira issue – In Progress and High in this example. Note the Jira issue Web links entries will now indicate that an Altium 365 Workspace Jira task has been linked (or re-linked) to this issue.

An existing Jira issue is linked to a Workspace task by specifying its Jira Issue entry in the Workspace comment dialog's Link Issue mode.

To-Do Panel

While your connected Workspace provides a comprehensive set of features for commenting and task assignment described above, you can also access the To-Do panel to keep track of your tasks. The To-Do panel lists all To-Do items that are currently defined for the active project. A To-Do item is used as a reminder for a task that needs to be carried out later in relation to a document.

The To-Do panel