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 |
|
Who |
|
When | Whenever there's a
project update or change
that the wider team needs
to (or should) know
about.
|
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 |
|
Who |
|
When | Whenever there's a
project update or change
that the wider team needs
to (or should) know
about.
|
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
- Click Jump to in the left
navigation menu on on your site.
- Search for and select a project.
- Switch to the Messages view from
the project navigation
menu. The Messages tab might be
hidden under the More... option.
- Click + Add a Message. No existing messages on the project? You can also click + Create the First Message.
- Type your message subject and content in the message editor.
- Customize your message using the format options in the editor toolbar.
- Click Select People in the Who should be notified section below the editor.
- 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.
- Click Update to return to the message editor.
- Next:
- Stop there: Click Post Message to save it to
the project.
- Level up: Edit any of the various message settings below the message editor, then click Post Message.
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.
- Click Jump to in the left
navigation menu on your site.
- Search for and select a project.
- Switch to the Messages view from the project navigation bar. The Messages tab might be hidden under the More... option.
- 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!