Your project’s messages module allows your project team to easily communicate with any contact in your organisation’s address book and each other.
To send a message to a contact, follow the steps below:
Step 1: Go to messages and click NEW MESSAGE
Navigate to your project, go to the messages module and click the NEW MESSAGE button to start creating your message.
Step 2: Add your recipients
Click in to the search field and start typing to search for address book contacts.
Note: if the contact you are looking for is not in the list, you can add them by clicking the “ADD NEW CONTACT” BUTTON.
Step 3: Type your message and add attachments
Type your message and add any related attachments.
You can add a file from your document register, markup and attach a plan, attach a form notice from one of your management registers or add any file from your device.
Step 4: Send your message
After clicking the “SEND” button, contacts will receive an email notification like the one below.
Recipients of your message can respond by replying directly from their email, or click the VIEW ONLINE button and send a reply via the messages interface.
Note: Sending a normal message to multiple contacts will start individual message threads between the creator and recipients. If you would like to start a discuss between a number of contacts, use the Group Message option.
Example: messages email notification
Send a group message
Send a group message
Sending a normal message to multiple contacts will start individual message threads between the creator and recipients.
However, if you would like to start a discussion with a number of contacts, you can use the group message option.
To send a group message to a number of contacts, follow the steps below:
Step 1: Go to messages and click NEW MESSAGE
Navigate to your project, go to the messages module and click the NEW MESSAGE button to start creating your message.
Step 2: Add your recipients
Click in to the search field and start typing to search for address book contacts.
Note: if the contact you are looking for is not in the list, you can add them by clicking the “ADD NEW CONTACT” BUTTON
Step 3: Type your message and add attachments
Type your message and add any related attachments.
You can add a file from your document register, markup and attach a plan, attach a form notice from one of your management registers or add any file from your device.
Step 4: Click the “Group chat” checkbox and send your message
After adding more than one contact, a “Group Message” checkbox will appear. Check that box to start a thread with all selected contacts.
After clicking the “SEND” button, contacts will receive an email notification like the one below.
Recipients of your message can respond by replying directly from their email, or click the VIEW ONLINE button and send a reply via the messages interface.
Example: messages email notification
Hide a message thread
Hide a message thread
Once a message thread is no longer relevant, you can hide them from your project’s messages module.
To hide a message thread, follow the steps below.
Step 1: Go to messages
Go to your project messages and locate the message thread you wish to hide.
Step 2: Click “Hide conversation”
Click the overflow button to the right of the message thread and select “Hide conversation” from the menu.
Note: if a contact replies to a message thread that has been hidden, it will reappear in the list.
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