You can use annotations to consistently categorize items across your workspace. Unlike tasks, annotations are applied to all items in the workspace, and can only be edited on a workspace level.

This article explains:

Annotations

Within items, annotations appear in the panel to the right.

You can configure a list of pre-designated annotation fields for your team members to fill, as well as set them to only be displayed after answering previous questions.

  • Navigate to the Annotation tab and click ‘New annotation field’.

  • Select any annotation field type.

Text field: allows you to add a prompt as well as an optional description.

Numbers: only allows digits to be inputted.

Single select field: allows you to input a prompt and list options, where workspace members can only select one value.

Multiple fields: allows selection of multiple values.

Location: the input field is similar to text with an optional description.

Date and Time: includes a timezone, with an optional description.


File upload: prompts workspace members to upload files. Learn more about supported file formats here.

Note: annotation field types cannot be changed when fields have already been filled in items.

Once you add your annotations, you can:

  • Specify if the field will be displayed in the browser extension (1).

  • Set the requirement that it is mandatory that the field requires an answer (2)

  • Edit or delete the field (3).

For required fields, the annotator will be unable to save their responses until the field is answered. These fields are denoted with a red asterisk.

Editing allows you to change the field name, description and/or type. To delete you have the option for the field to remain visible in items where it has been answered.

Conditional annotation

You can build dependencies between annotation fields and setup when they become visible.

To configure if and when annotation fields are displayed, click the slider (1), and input the conditions that need to be met from a previous field (2). Note: this is only possible for single select and multi-select fields.

Editing and saving annotations

On the user side, to answer the annotation field questions, they need to click ‘Edit’.

Once they complete the questions (including all mandatory fields) they click save. All responses will be attributed to the team member that saved the most recent response.

Clicking the hyperlink of the team member's name allows you to view all their item and annotation assignments.

Did this answer your question?