Add review comments and annotations to files

Overview

How do I add review comments in CxPlanner?

The review module lets you comment directly on documents, drawings, or other uploaded files. Comments can be assigned to responsible parties, making it easy to track tasks during the review process.

When and why to use this

Adding review comments is useful when you need to:

• Provide feedback directly on a drawing or document.
• Assign tasks or corrections to specific team members.
• Keep a visual and traceable record of issues and changes.
• Collaborate with multiple roles without exchanging separate emails or files.

Limitations and behavior to note:

• Comments are linked to the exact location on the document where you mark them.
• All users can see review comments unless restricted by project settings.
• Assigned comments will appear in the responsible user’s task list.

Guide - How to add review comments and do annotations in CxPlanner

Review comment

Find files

1. Open the review module
2. Locate the file you need to review.

Make review comments

1. Select your tool from the blue menu bar at the bottom.
2. Draw on the document
3. Save comment

You can click on the other markings in the document, and the corresponding review comments will open.

Behavior and results

• Comments appear as pins or highlighted areas on the document.
• Clicking a mark opens the related comment for review or editing.
• Assigned comments will send a notification to the responsible user.
• Comments remain linked to the file version they were created on.

Troubleshooting

Quick facts

• Requires: Project role Manager or higher to assign comments; any role can create comments
• Location: Review module → Open file → Add comment
• Affects: Document collaboration, task tracking, review logs

Updated on: 08/14/2025