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