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LiveFlow FP&A

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Google Sheets Tips

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How to Tag Someone in Google Sheets

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In this article, you will learn how to notify someone of your comments in Google Sheets.

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The function is helpful when you work with other collaborators on a Google spreadsheet as it makes your communication with others clear and efficient.

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How to tag someone in your comments or assignments

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  • Right-click and select “Comment” or press “Ctrl”+”Alt”+M” (for Windows) or “⌘” + “Option” + “M” (for Mac) to open a pop-up window.

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  • Before or after leaving comments, Input “@” mark, and then pick up a name from the name list showing up, or enter an email address directly.

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  • Check the checkbox next to the message “Assign to abc@xyz.com” if you want to make it an assignment. (See below note regarding the difference of the “Comment” and “Assign”

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  • Press the “Comment” or “Assign” button at the bottom left.

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Note:

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  • A tagged person receives a notification at his email address mentioned in a comment.

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  • The “Comment” function and “Assign” function work similarly, though the “Assign” makes it clearer who is in charge of a task. The difference is that you can leave a comment without assigning the comment to anyone, whereas you can’t add an assignment without tagging anyone.

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  • You can tag more than one person in a comment or an assignment.

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  • Don’t forget to give a person access right to a file as Google Sheets does not give access to the file to the person automatically even if he or she is tagged in the document.

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How to close the thread in a comment box

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Once you or your collaborator complete the task or a discussion is resolved, you want to close the thread. Here is how to do it.

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  • Put your cursor on the cell including a comment thread you want to end

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  • Click the check mark at the top right corner of the window

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  • The thread is saved in the comment history

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How to see the comment history in Google Sheets

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The comment history is the communication records with your collaborators via the comment function. Check this article to learn how to use and leverage the comment history.

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LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.