Discussions / Messaging

Note: To comment on a project item, you must have at least the Read access rights to the item (see "Roles, access levels and access rights").

The "Discussions" tab is located at the top of an element sidebar. It allows users to read and post comments on project items. Comments appear in a chronological order with the newest at the bottom. In addition, all comments are shown in a chronological order in the "Dashboard" section in the "Cockpit" tab.

The discussion option is available for the following project items:

  • Activities
  • Events
  • Participants
  • Budget
  • Expenses
  • EMDocs per section 

Follow the instructions below on how to make a comment on a project item / EMDocs section.

1

Click a project item once or click the "Edit" icon in its action mention to open the item in a sidebar, and go to the "Discussions" tab.

While working in an EMDoc, click the "Comment" icon on the right side of the document, this will open the EMDocs section in a sidebar in the"Discussions" tab.

2

Click in the comment area and enter the comment:

  • Tag/refer to other project items with @mention: Click the "@" icon or simply type in the "@" symbol and write the name of the user, group or any project item to refer to it, e.g. @Larry Davis, @Steering Group, @WP1, @D1.1. Note: mentioned users or groups will be notified by email.
  • Tip: Since users can @mention work items in comments, you can afterwards click these tagged items (marked as blue links) to open them:

  • Attach document(s) to your comment: 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 comment. Click X to remove an attachment.
  • 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.
3

Then click Comment to submit.

Note: When someone posts a comment on a project item, a notification is pushed to all followers of this item (read here how to follow a project), as well as to everyone that has been @mentioned.

After creating a comment, for a short time you can revise and delete it.

  • To edit the comment, click Edit at the comment, update it, and click Save
  • To delete the comment, click X at the comment.
Note: If the revision time has expired, you must have the Admin or Manager access rights in order to edit or delete comments (see "Roles, access levels and access rights").
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