Understanding Conversations

To create a conversation for a team

Click on the Conversations option in the top navigation bar for a team to start a conversation

To create a conversation for a project

1. Click on the More option in the top navigation bar in a project to display a menu
2. Select the Conversations option from the menu

To create a conversation from Quick Add

1. Click on the Quick Add plus icon located on the right top corner
2. Select the Conversation option from the menu

You will see a modal to create your conversation. Click on the Team or Project option to select where you want to post it

Things you can do while posting a Conversation

1. Enter a subject line for your post
2. Provide additional context in the body of the post
3. Apply rich text to the body of your conversation
4. @mention@mention Type "@" followed by the name of a teammate, project, task, conversation, or tag to create a link to them in a description or comment field. Read more other people that are not part of the project to notify them of your post
5. Add emojis to the body of your conversation
6. Upload any relevant files to your post via your computer, Dropbox, Box, or Google Drive.
7. Hover over the label that indicates the number of people that will be notified. It will show you the names of the people who will get a notification when you post your conversation
8. When you are ready to publish it, click the Post button

Things you can do to respond to a Conversation

1. Click the thumbs up icon to like the post
2. Add a comment to respond to the post
3. Apply rich text to your comment
4. You can also @mention someone and upload an attachmentattachment A file that is attached to a task or conversation. Read more
5. Add emojis to the body of your comment
6. Upload any relevant files to your comment via your computer, Dropbox, Box, or Google Drive.
7. Click the Comment button to post your comment

You can edit your own Conversation comment by hovering over it, clicking the arrow that appears and selecting Edit Comment.

You can also click the Delete Comment option on the same menu to delete your comment, or the Pin to top option to display that comment first among other comments on the same post.

To like a comment:

Click the thumbs up icon next to your comment you want to like.

There are other actions you can do with conversations that will help you share the information posted by your teammates and yourself.

1. Click the first icon displayed on the top right corner of a conversation to copy the conversation link to your clipboard
2. Click the three doted icon on the top right corner of a conversation to display a menu and select Print to print it

To edit a conversation:

1. Click on the three-dot icon in a conversation to expand the menu
2. Click on Edit

After clicking Edit, the elements displayed in the conversation will become available to be edited. You can make changes in:

1. The subject line
2. The text in the body of the conversation
3. The formatting of the text, mentions, emojis or attachments
4. Click on the Cancel button to dismiss the changes, or
5. Click on the Save changes to update your conversation

You will be able to identify those conversations that have been edited by the (edited) label displayed next to the date.

To delete a Conversation:

1. Click the three doted icon on the top right corner of a conversation to display a menu
2. Select Delete