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What
Messages are for project-level communication. They stay in one area, are a way to provide project-related updates, and make it easy to go back and find information when you need it. Unlike a certain other communication tool ~ email! 
Why
  • Communicate effectively in the context of a project, looping in key stakeholders.
  • Enhance collaboration by encouraging your team to engage and respond in critical message threads.
Who
  • Site admins and project admins
  • Standard users, client users, and collaborators with the project permission:
    • Add Messages
When
Whenever there's a project update or change that the wider team needs to (or should) know about.
  • Example: As a project manager, you want to communicate project changes transparently with your team. Add  a message each time a critical process change occurs.
What
Messages are for project-level communication. They stay in one area, are a way to provide project-related updates, and make it easy to go back and find information when you need it. Unlike a certain other communication tool ~ email! 
Why
  • Communicate effectively in the context of a project, looping in key stakeholders.
  • Enhance collaboration by encouraging your team to engage and respond in critical message threads.
Who
  • Site admins and project admins
  • Standard users, client users, and collaborators with the project permission:
    • Add Messages
When
Whenever there's a project update or change that the wider team needs to (or should) know about.
  • Example: As a project manager, you want to communicate project changes transparently with your team. Add  a message each time a critical process change occurs.

Before you start

The Messages feature needs to be turned on in the project settings.

Messages are specific to a project. Be sure to check who has access to a project before sending a message to make sure all the right people receive the communication.

Add a message

  1. Click Jump to in the left navigation menu on on your site.
  2. Search for and select a project.

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  3. Switch to the Messages view from the project navigation menu. The Messages tab might be hidden under the More... option.
  4. Click + Add a Message. No existing messages on the project? You can also click + Create the First Message.Image Placeholder
  5. Type your message subject and content in the message editor.
  6. Customize your message using the format options in the editor toolbar.
  7. Click Select People in the Who should be notified section below the editor.

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  8. Select the checkbox beside each individual project member or company you want to notify. You can do the same for for teams in the Teams tab of the followers window. Selecting a team or company automatically selects all of its members who are part of the project. When a parent team is selected to be notified, members of subteams will also be notified.
     
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  9. Click Update to return to the message editor.
  10. Next:
    1. Stop there: Click Post Message to save it to the project.
    2. Level up: Edit any of the various message settings below the message editor, then click Post Message.
      1. Category - group the message in a category with other similar communications.
      2. Privacy - restrict message access to specific project members.
      3. Files - attach relevant files to the message.
      4. Tags - apply tags to the message for further categorization.

Your message is added to the project's Messages area and notifications are sent to the users you selected to be notified.

💡 @mention users, companies and teams directly in the message content to draw specific people (or groups) attention to what you’re saying. Once mentioned, they will automatically be added to the list of people to be notified.
 


View messages

View any existing project messages from the Messages section of a project.

  1. Click Jump to in the left navigation menu on your site.
  2. Search for and select a project.
  3. Switch to the Messages view from the project navigation bar. The Messages tab might be hidden under the More... option.
  4. Click the message title to open the message view.




From here, you can view the full message thread and add a reply. Depending on your permissions, you can also edit or delete messages and individual replies.

Best practices

  • Keep it relevant: Messages are associated with the entire project so they're best for high-level communications affecting the project as a whole. If you want to talk about a particular task, a comment on that task is the right way to go!
  • Communicate effectively:Notify key stakeholders in each message to ensure they stay informed of critical updates. Need to loop in an additional person in the middle of a message thread? No problem, update the notify selection before posting your reply!

Put it into practice

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