Collaborate on chart insights with annotations

Create a shared understanding of events through an app’s creating a note directly on your Productiv charts with annotations. An annotation creates a note that is tied to a date for a specific app. For example, create an annotation to document when you did training for the app or when the intern cohort started.

Some Productiv charts also include system-generated annotations, such as indicators of an automated provisioning event.

Productiv Super Admins, Application admins and app contacts for the app can add a custom annotation to most time-based charts and edit or delete their own annotations. Other users can view annotations.

When annotations are updated, notifications are sent to app contacts and anyone who subscribes to app updates and alerts for the annotated app.

Creating an annotation

To create an annotation, complete the following steps:

1. On the chart you want to annotate, hover the mouse in the annotation bar at the bottom of the chart and click the date where you want to create an annotation. You can also click the + on the left to choose an annotation date.
2. Enter the text for the annotation.
3. Select Add annotation.

Editing an annotation

An app contact or admin can edit their own annotations. To edit an annotation, complete the following steps:

1. View the annotation by clicking on the annotation marker for that date.
2. Select Edit.
3. Enter the new text for the annotation.
4. Select Save.

Deleting an annotation

An app contact or admin can edit their own annotations. To delete an annotation, complete the following steps:

1. View the annotation by clicking on the annotation marker for that date.
2. Select Edit.
3. Select Delete annotation.