Chat with Project contacts

Modified on Tue, 29 Oct at 5:35 AM

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  , 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. 

Start a Conversation 

  • Click the 'Collaboration'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 blue arrowbutton 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 chat 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 blue arrowbutton to send your message.

See Chat and Collaboration for more.

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