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Help Center

Manage Project Discussions

You can have threaded discussions on your projects. You and other participants will receive an email notification. You can reply by email to keep the discussion going. Contacts can join in as well.

  • You can start a general discussion by going to the Discussions tab on the project page. Click on +Create New Discussion in the top right corner.

  • When you add a discussion, choose if you want to allow contacts and/or vendor contacts to participate.

  • Once a discussion is created, click on the "Name" to make comments on the discussion and attach files. You can also choose to email a comment to all or some of the project's participants.

  • A user or contact can reply to the discussion by email to keep the thread going.

  • A contact must log in to Client Center to add comments. The contact will see all messages added to the discussion thread.

    Warning

    Only add contacts to discussion you want them to see. The contact will see all discussion comments. BEWARE!

  • You will be able to see the replies to the discussion, which will include the participant's name and the date the comment was sent. You can also delete a comment by clicking on the trashcan icon.