What is the Team Discussions Feature? #
The Projectmates Team Discussions tool is a great way to conduct topic-based discussions to ensure everyone is on the same page. This information is consolidated in Projectmates and can be revisited anytime to recount any important discussions that were held.
- Create discussion topics and invite other users to reply by copying them.
- Reply to discussion topics with your own posts.
- Upload attachments to supplement your topics or posts.
- Easy to use from the desktop or mobile app.
A project’s Team Discussions tool can be accessed by navigating to the project through the My Projects page. Once inside a project, Team Discussions can be found on the left-side menu by clicking My Team > Team Discussions > the Discussions thread you want to enter.
Adding a New Discussion Topic #
- To start a new topic, click the + Topic button on the upper right when inside of a Discussions menu.
2. Give the topic a name based on what you plan to discuss, then click Save.
3. In the next page, you will be prompted to make the first post/message for the new topic.
a. Under Message, enter in what you intend to discuss with the team.
b. Under Attachments, attach any files relevant to your post.
c. Use Select who you want to email to copy any project users to let them know you have created this discussion topic.
d. Click Save and Finalize to complete your post, or Save As Draft to revisit this post and complete it later.
Replying to a Discussion #
- To start a new topic, click the + Topic button on the upper right when inside of a Discussions menu.
2. You will be prompted with the “Create/Edit Message” pop-up, just as if you were creating a new topic, where you can enter the necessary information.
