Messages Overview

General

Basic concepts
Navigation
Icons
Permissions

Account/Preferences

My account/user profile
   • Account information
   • Preferences
   • Membership Plans

Admin

Project Teams
Plan administration
Data backup
Archived Items

Main Pages

Dashboard
• Personal workspace
   • Calendar
   • Milestones
   • Tasks
   • Messages
   • Contacts
• Project workspaces
• Reports
   • Time tracking

Features

Creating and editing items
   • Using rich text editor
Creating items via email
Time tracking
Searching

Messaging allows you to quickly communicate with another user or with an entire team. You can send messages about any item (such as an online document, milestone, or task) by selecting the "Send message" option from the actions drop-down for an item. The sent message will be automatically linked to the item being discussed to make it easy for you to refer to it.

Related messages are grouped together to create a conversation. You can have conversations with different groups of people about an item at the same time and each conversation will automatically be organized into separate threads for you. If you send a message to an entire team, all responses from the team will be kept together as a single conversation.

You can archive an old conversation by by clicking the "Archive" link. Archived conversations are kept in the "Archived" folder to make it easy for you to refer to it later.

Frequently Asked Questions

How do I delete a conversation? How do I delete a message?
How do I send a message to multiple recipients?
What does the "Include clients" option do?
How do I search my messages?