Conversations / Messaging
Note:
- To start a conversation on a workspace item, you must have at least Read access rights to this item (see "Roles, access levels and access rights").
- When someone leaves a message on a workspace item, all followers of this item, as well as everyone that has been @mentioned in the message, will be notified about it per email and an in-app notification.
The "Conversations" tab is located at the top of an item's sidebar. It allows users to send messages and have conversations on workspace items. Messages appear in a chronological order with the newest at the bottom. In addition, all messages are shown in a chronological order in the Dashboard.
Messaging is available for the following types of workspace items:
- Projects
- Activities
- Deliverables
- Milestones
- Participants
- Tasks
- Groups
- Budgets
- Expenses
Follow the instructions below on how to write a message on a workspace item.
- Click on a workspace item that you would like to send a message for, or click on its "Edit" icon. This will open a sidebar for the item.
- In the sidebar, go to the "Conversations" tab.
- Click in the message area and type your message:
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Tag/refer to other workspace items with @mention: Click the "@" icon or simply type in the "@" symbol and write the name of the user, group or any workspace item to refer to it, e.g. @Larry Davis, @Steering Group, @WP1, @D1.1.
Tip: Since users can @mention work items in comments, you can afterwards click these tagged items (marked as blue links) to open them.
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Attach document(s) to your message: Click the "Document" icon, this will open the "Documents" section in a modal window. Hover over the document and click Select. The selected documents will be listed in the draft of your message. Click X to remove an attachment.
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Start or schedule a meeting: Click the "Camera icon", this will open the "Start Meeting" panel with attendees already pre-selected (active users in the discussion). Type in a topic of the meeting, update attendees when needed, click Start now to start the meeting now or switch on the "Schedule" toggle to set the date and time for the meeting in the future. To learn about other ways of starting / scheduling a meeting, please read here.
- Then click Send message to submit.
Meeting Integration
Conversations integrate seamlessly with the meeting feature. When you start a meeting from a conversation, participants who were active in the discussion are automatically pre-selected as attendees. Similarly, after a meeting ends, you can continue the discussion in the conversation thread to follow up on meeting outcomes or action items.
Information: Conversations on groups are particularly useful for team coordination. When you message a group item, all group members are automatically notified, making it easy to communicate with entire teams at once.
After creating a message, for a short time you can revise and delete it.
- To edit the message, click Edit at the message, update it, and click Save.
- To delete the message, click X at the message.
Note: If the revision time has expired, you must be the Admin or Manager level user in order to edit or delete messages (see "Roles, access levels and access rights").