Collaborationmail_outline

Team Collaboration

Throughout the system, you can collaborate with other users by commenting, replying and @mentioning on requests, projects, tasks, and proofs. 

Note: Collaboration during reviews is covered here. 

To begin, locate the Comments tab on the related project, task or proof details page. Select the text area and begin typing to compose your message. Click on the send icon below the text area or type CTRL + Enter to post your comment.

@Mentioning

If you would like to @mention another user, begin by typing the "@" symbol and the first name of the person you would like to address. A user list will populate as you begin typing and you can click to select the appropriate user. The user's email address will display while composing the comment, and once posted, your comment will reflect their full name.


@mention Project Team

If you would like to notify all members of a project, you can @mention the project team from the comments of projects, tasks, or proofs. Start by typing the "@" and then type "project." This will send a notification of your comment to every member of the project. 

This functionality is currently only available in Tasks and Proofs. 

Replies

You can reply to any comment by clicking the Reply link below the posted message. This will automatically @mention the user who posted the original comment.

Attaching Files to Comments

Files can be attached to any comment by clicking the attachment icon in the bottom right corner of the comment window. 


You can select to browse your local files or insert a link to attach. Multiple files can be added to a comment by selecting multiple files at once or clicking the attachments icon to continue adding. 


Remove an attachment by selecting the trash icon to the right of the attachment.  


Clicking on the posted attachment will give a preview of the file and an option to download. Files can also be downloaded directly from the comment by clicking the download icon.  

Emoji Reactions

Emojis are a great way to quickly indicate that important messages have been read or show excitement and support. 

React to comments in Requests, Campaigns, Projects, Tasks, and Proofs by selecting the emoji icon and choosing from the available options. 


Clicking an emoji that has already been added to a comment will add you to that reaction. The number of reactions will show next to the emoji and you can view who reacted by hovering over the emoji. Your reactions will appear highlighted. Remove your reaction by clicking the emoji again. 


Editing and Deleting Comments 

Comments can be edited and deleted by selecting the actions menu in the top right corner of your comment. 

Users can only edit and delete their own comments. 


When selecting Edit, make your changes and click Save


When deleting a comment, click Delete Comment to confirm. Deleting a comment will not undo any previous notification triggers. 


When a comment with replies has been deleted, the replies will remain under a message notifying that the parent comment has been deleted. 

Notifications

Users will receive both in-app and email notifications when the following events occur:

  • A user is @mentioned in a comment.
  • Someone replies to a user's comment.
  • Someone replies to a conversation you've participated in.
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