---
schema_version: "1"
id: a909b5b33f64b9d67ae20e6968832b89d3565758850c1a0036ff8c1a5f569248
title: Collaborate with Dashboard Annotations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_annotations.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_annotations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a4c4d258a7d3ae0ae48f126e80c791d8ee2ed0dd730338763daa7dca9ea09eb3
description: Annotate dashboard widgets with comments posted in the dashboard and in Chatter. With annotations, you can hold conversations about your data and how it’s visualized, with the dashboard right there for reference.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Collaborate with Dashboard Annotations

Annotate dashboard widgets with comments posted in the dashboard and in Chatter. With annotations, you can hold conversations about your data and how it’s visualized, with the dashboard right there for reference.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d126120e71">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d126120e71 ">To annotate CRM Analytics dashboard widgets:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d126120e71 ">Use CRM Analytics</td>

        </tr>
      </tbody>
    </table>

To create an annotation, select **Annotate** from the dropdown menu on any dashboard widget.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Annotations on dashboards in the Private App aren’t available unless you have the View All Data user permission. If you don’t see the Annotate option, try moving the dashboard to another app.

To open the Annotations panel, click the speech bubble icon (![Annotation icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_annotate_icon.png)) in the dashboard control bar. When the panel is open, widgets with annotations show a blue square (![Notification number](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_annotation_attached.png)) with the number of open annotations. CRM Analytics saves both open and resolved annotations. And if you delete a widget, its open annotations are saved as detached annotations. You can access detached annotations from the blue circle at the bottom of the dashboard.

Click a blue square or circle to open an annotation for comments.

![Annotated Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_annotation.png)

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png)

Important Although you can @mention anyone in your org, your security setup is what controls access to the dashboard. In contrast, if you include a screenshot, an image of the dashboard appears in the annotation’s Chatter post and could be visible to users without access the dashboard. ![Option to attach current screenshot](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_annotations_screenshot.png)

CRM Analytics dashboard annotations are natively integrated with Chatter, and comments on dashboards also appear as Chatter posts. Clicking the link included in a Chatter post opens the dashboard view just as it was set up at the time you posted. In addition, the Annotations panel opens with the relevant Chatter feed. When colleagues click your annotation, they see the dashboard page with all of your filters and selections applied, and they can easily respond in the Annotations panel.

On an open annotation, you can refresh the feed or close the annotation and go back to the list of all annotations in the dashboard.

![Widget annotation controls](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_annotations_widget.png)

In the dashboard panel, each annotation has a dropdown menu for resolving or deleting the annotation.

![Manage Dashboard Annotations](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_annotations_manage.png)

To receive all posts on a dashboard, click its ![Follow button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_annotation_follow_button.png) button.

#### See Also

- [Enable Annotations on Dashboard Widgets](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_annotations_enable.htm&release=264.0.0&type=5 "Annotate dashboard widgets with comments posted in the dashboard and in Chatter.")
- [Secure Image Sharing and Downloading](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_secure_images_enable.htm&release=264.0.0&type=5 "Control who shares dashboard and lens images to prevent users or profiles from sharing sensitive images. By default, all users can share images of lenses, dashboard widgets, and whole dashboards that contain your org’s data.")