Skip to main content
Messages

Conversation threads within Workspaces

Updated over a year ago

Overview

Within a Workspace, you can leverage the Messages functionality to have a conversation. Each message posted starts its own conversation thread.

There are a handful of use cases we've seen for when to use these:

  • To introduce the Workspace

  • To share deliverables Sharing Deliverables

  • Project updates

  • Ad hoc conversations

  • As a Q&A thread

  • For an internal thread with someone else on your team


Creating a New Message

To create a new message, follow the steps below:

Step 1: Navigate to the Shared view of a Workspace.

Step 2: Click the button on the bottom right titled New message.

Step 3: Input a title and message, then click Post.


Notifications

Any unread messages will preview when you view a workspace.

Subscribing to a Message Thread

Every message has subscribers, who receive email notifications when there is activity within the thread. By default, this is the Workspace owner and whoever created the initial message. You can add anyone as a subscriber manually, as needed.

Integrating Messages into Slack

Messages can also be posted to a Slack channel. Check out the instructions here on how to setup the Slack integration.


Internal Messages

Teams may also leverage internal messages within the Editor view. These require a login to your account to view and are most common when collaborating with a team member on a customer or prospective account.


Who can Create and Respond to Messages?

  • Collaborators can create new messages.

  • Anybody in the workspace can comment to respond to the initial message.


To watch a video demo, check out the Loom below:

Did this answer your question?