Comments and Annotations — Provide Feedback Directly in Context

Written By Miro Flemke

Last updated About 1 month ago

What are comments and annotations?

In Proyex, you can provide feedback in two ways: with comments on assignments and with annotations directly on files such as PDFs, images, and videos. This ensures your feedback always stays where it belongs—in the context of the work.

Assignment Comments

Here’s how it works

  1. Open an assignment in your project.

  2. Scroll down to the Comments/Notes section.

  3. Type your comment and click Submit.

Mentioning People

Type @ followed by a team member’s name to mention them directly. Mentioned people will receive a notification via email and in the app.

Edit and Delete

You can edit or delete your own comments at any time. Team owners and administrators can also delete comments made by other team members.

File Annotations

Annotations let you mark up files directly with feedback—whether it’s a draft PDF, an image, or a video.

Supported File Types

  • PDFs: Add annotations to specific pages.

  • Images: Add markups anywhere in the image.

  • Videos: Add comments at specific points in the video.

Available tools

  • Rectangle: Draw a box around the relevant area.

  • Freehand: Draw freely on the file.

  • Text Pin: Place a marker with a text comment.

  • Highlight: Highlight text areas (in PDFs).

  • Comment: Plain text comment without highlighting.

Use Colors

Each annotation has a color (default: orange). You can customize the color when creating it, for example, to mark urgent notes in red and optional suggestions in green.

Replies and Discussion

Other team members or clients can reply to any annotation. This creates a discussion thread directly next to the highlighted area. File attachments can also be added to replies (max. 50 MB per file).

Mark as Complete

Once a comment has been addressed, you can mark it as completed. This helps you keep track of which feedback is still pending.

Locked Revisions

Once a revision has the status “Accepted” or “Rejected,” no new annotations can be added, and existing ones cannot be edited.

Annotations for Customers (Guests)

Your customers can also create annotations—via guest access. They can provide feedback on revisions and media, write replies, and delete their own annotations. This allows you to collect customer feedback directly where it’s needed.

Your team is automatically notified: If a customer leaves comments or replies on a revision, project members receive an email—multiple comments made within a short period are bundled into a single message, including the page number and a text excerpt. A notification also appears in the app. The email is enabled by default and can be disabled in the notification settings under Revisions → New Comment.

Permissions

Action

Team Members

Guests/Clients

Create a comment on a task

Yes (with access to the task)

No

Edit comment

Only your own

Delete comment

My own + admins/owners

Create annotation

Yes

Yes

Edit/Delete Annotation

Only my own

My own only

Reply to annotation

Yes

Yes

Mark as completed

Only the creator

Only the creator

Real-time updates

Annotations are synced in real time. When a team member or client creates an annotation, it appears immediately for everyone else viewing the file—no reloading required.

Frequently Asked Questions

Can I add annotations to all files?

Annotations are available on PDFs (in revisions), images, and videos (in the media library).

Are people mentioned in comments also notified via email?

Yes, mentioned users receive an email notification (if enabled in settings) as well as an in-app notification.

Will I be notified when a client leaves a comment?

Yes. As soon as a client leaves annotations on a revision, project members receive a consolidated email and an in-app notification—so no feedback gets lost.

What happens to annotations when a file is deleted?

All annotations, replies, and attachments are automatically deleted as well.

Tips & Notes

  • Use colors consistently to indicate the urgency of your comments.

  • Mark completed feedback as "done" so that open items remain visible.

  • Use @mentions in task comments to ensure the right person is notified.

  • For customer feedback: Upload the file as a revision and share guest access—this way, your customer can annotate directly on the document.