Chat with Project contacts

The collaboration feature in the project directory lets you have direct conversations with active collaborators. The conversations help people have real-time communication with the project manager or the team member in charge of that particular company regarding the project. 

To open the directory interface

• Ensure that you are in the management console to the project
• Click the app launcher icon in the top-right, select 'Project,' then select 'Directory' on the top.
• Click 'Contractors' > 'Active' from the options on the left

The 'Companies' screen shows the project managers and other project team members. 

        Search and filter options:

• Use the 'Search' box located at the top left to locate a company using any value from the table as search criteria 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these: 
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

        Download List in Excel Format

• Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.
  

Start a Conversation

• Click the icon at the left of the contact

• The 'Collaboration' pane opens on the right with a chat window. 

  

  • Enter your message at the textbox at the bottom

• You can also format your text using the options at the bottom left and add image attachments from your local storage by clicking the image icon at the right.

  • Click the button to send your message.
    • Alternatively, press 'Ctrl' + 'Enter' on your keyboard

• The person will get notifications on their project management console portal. The 'Collaboration' menu on the top indicates the number of new messages waiting for their perusal and response. 

  Respond to a conversation

  The 'Collaboration' icon on the top right notifies you whenever there is a new message in any of the conversations in which you are a member. The total count of new messages in all chats appears beside the icon as the notification.

  • Click on the top right to open the list of conversations.
  • Use the drop-down at the top right to filter the conversations that belong to the project directory:

• 

  The number at the right of the topic indicates the count of new, unread messages in that chat.

• Select a conversation to view its content and respond to it.

• Enter your response message at the textbox at the bottom

• You can also format your text using the options at the left and add image attachments from your local storage by clicking the image icon at the right

  • Click the button to send your message.

• See Chat and Collaboration for more.