Skip to main content

Collaboration in Assortment Plan

How collaboration works in Assortment Plan at choice level and inbox of comments

Updated yesterday

Choice Level Collaboration

Toolio’s Collaboration Tool within the Assortment Plan is designed to streamline communication across teams, making it easier than ever to align on product decisions, provide feedback, and resolve issues—all within the context of your plan.

You can now collaborate directly on line items within your Assortment Plan using a set of powerful tools that enhance visibility, coordination, and communication.

💬 Leave Comments on Line Items

Provide feedback or notes by clicking on the plus (+) icon located in the first column of any line item. This opens the collaboration panel for that specific choice. If there are already existing comments on that choice number of comments are displayed instead of the (+) sign.

🔔 Mention Teammates

Need someone’s input? Use the @mention feature to tag your teammates. Start typing @ followed by their name, or click to select from the list. The mentioned user will be notified automatically.

📎 Attach Files

You can upload documents or images directly from your desktop to give additional context or share supporting materials for the item you're discussing.

🎙️ Add Audio & Video Notes

Prefer to talk it out? Record and attach audio or video notes to any line item to explain your rationale, raise concerns, or align faster without typing long messages.

🖥️ Record Your Screen

Spot an issue or want to walk someone through your thinking? You can also record your screen and attach the recording directly to the item, making it easier to report bugs or share walkthroughs.

✅ Assign Comments

Ensure accountability by assigning a comment to a teammate:

  • Click the three-dot menu on any comment

  • Select "Assign Comment" and choose the person responsible

👀 Subscribe to Comment Threads

Stay in the loop on discussions that matter to you—even if you didn't participate initially:

  • Click the three-dot menu

  • Select "Subscribe" to get updates on the thread

🔗 Copy Thread Link

Want to loop in someone externally or reference a comment in another discussion?

  • Click the three-dot menu

  • Choose "Copy Thread Link" to share it

✔️ Resolve Comments

Once an issue is addressed or a decision is made, mark the comment as resolved to keep your workspace tidy and focused.

Collaboration in Choice Details

In the choice details panel, you'll see a dedicated section 'Collaboration' where you can track all the comments related to that choice.

Click on the down arrows on the choice line, then select Collaboration tab. You'll see all your comments related to that specific choice.

Inbox of Comments

🔔 Stay on Top of It All with the Notification Inbox

The Notification Inbox centralizes all comment activity you’re involved in—making it easy to manage discussions across your plans.

From the Inbox, You Can:

  • See all comments where you’ve been mentioned

  • Search comments by keyword

  • Filter by status:

    • Open

    • In Progress

    • Resolved

  • Filter by page or participant, to narrow your view to specific areas or team members

  • Reply directly within the inbox, without navigating away from your workflow

Did this answer your question?