Adding Comments to Activity Plans

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Allocadia allows you to tag different cells in the Activities Tab (formerly Budget Tab) with comments. This promotes collaboration between teams, keeping collaborators up to date on potential deviations from original plans or unexpected use cases. 

  1. On the Activities Tab, locate your desired Marketing Activity
  2. Hover over the cell where you would like to add a comment for in line with your desired activity
  3. Click the blue triangle that appears at the top right corner of the cell or right click and select add comment from the menu
  4. Enter your comment and press Save
    Note: Anybody who has Editor access to activity plans is able to add or delete comments from a cell. All updates to comments are recorded in the Audit Trail.
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