Start a chat

You can use a chat to discuss the jobs, and their timelines, get clarifications, make announcements, and get/give guidance specific to a task at any time.

• Open the schedule screen of the project.
• Click the icon at the left of the task item row.
  • Alternatively, click the icon  at the top right of the schedule screen and select the chat relevant to the task item

Note:
The conversation feature is enabled only for assigned tasks.

The chat window opens to the right. 

The conversion starts with the name of the task as the topic. All persons, including the project managers of the contractors involved in the task, are automatically added as participants in the conversation. If required, you can manually add more participants too.

• Click the icon to expand the conversation window if required
• Enter your 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.

• Hit 'Enter' on your keyboard or click the button to send your message.

All selected participants will get notifications on their project management console portal. The 'Collaboration' icon on the top indicates the number of new messages waiting for their perusal and response.

To manage members

• Click the icon to expand the conversation window

• Click the icon on the top-right

The current members of the conversation are shown:

• Click at the top to return to the chat window

To add more members

• Click the icon at the top.

The 'Select People' pop-up shows the list of all project managers from all contractor/architect companies involved in the project.

• Select the people to add to the conversation
• Click 'Add Members'

The participants are added to the conversation.

Tip:
You can add more members to the conversation at any time by following the same procedure.

Remove a member form the chat

• Click the 'participants' icon shows the number of members in the chat group

• Click the checkboxes present at the top corner of the participant's name
• Click the 'Delete' icon on the left to remove them from the chat

The employees are removed from the conversation.