Understanding Messages

Use Messages to have discussions, make an announcement, brainstorm, celebrate accomplishments, or talk about any other topic. You can use Messages directly with people, or with projects or teams.

Messages with teams, projects and people

Messages can be sent to individuals you collaborate with, all members of specific projects, or all members of your teams.

These Messages function in the same way, but there are a few differences between them, including:

  • Where to start the Messages
  • Who gets notified about the Messages
  • Who has access to the Messages

Start a Message

You can start a Message rom several places, including the “Send message” button in Inbox, the Quick Add button, hovercards for individual collaborators, and the “Messages” page on projects and teams.

You can send a message to multiple recipients, including sending a message to multiple projects and teams.

team messages

To create a Message for a team

Click on the Messages option in the top navigation bar for a team to start a conversation, or click “Send message” next to the list of team members on the Overview page.

project messages

To create a Message for a project

  1. Click on the “Messages” tab in the top navigation bar of a project.
  2. Click “Send message to members”

Screenshot with focus on Conversation option from Quick Add 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

Screenshot with focus on option to select Team or Project for Conversation

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

There are different actions you can do while posting a Conversation in a Team or Project.

Screenshot with focus on the different elements to post a conversation

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@mentionType 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

The subject line and body of your post are required. The rest of the elements are optional.

Respond to a Conversation

You can post a comment to a Conversation or like a Conversation to show your acknowledgement or support.

Screenshot with focus on elements available to respond to a conversation

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 attachmentattachmentA 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

Animation that displays how to edit a conversation

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.

You can respond to an email notification regarding any Team Conversation to post a comment.

You can also like a Conversation's comment.

Screenshot with focus on icon to like a comment

To like a comment:

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

Other actions to share a conversation: print and get link

Screenshot with focus on options to print and get link of a conversation

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

##Edit a conversation {#gl-edit}

You can edit a conversation at any time. It’s possible to add or remove information, fix things like typos or tag additional teammates.

screenshot with focus on edit option for a conversation

To edit a conversation:

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

screenshot with focus on elements available while editing a conversation

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

screenshot with focus on label marking a conversation that has been edited

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

Delete a Conversation

Screenshot with focus on option to delete a conversation

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

You can only delete the Conversations that you've posted. Deleting a Conversation post will also delete its subsequent comments.

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