Overview
Within a Workspace, you can leverage the Threads functionality to have a conversation. Threads include one-off messages and any comments made throughout the workspace.
Comments are a lightweight way to communicate with your accounts and nurture the relationship between calls.
Where you can start a comment thread:
On any section
On a checklist (to-do) item
Commenting on a Section
To do so, start by navigating to the Workspace in question and make sure you're on the "Shared" view!
Step 1: Navigate to the desired section and roll over it with your mouse or select it.
Step 2: Click on the comment icon to Start new comment thread:
Step 3: Type comment or tag people by using the "@" symbol. Anyone you tag will receive an email notification.
If they've been in the space before, they should be listed as an option by name. Otherwise you can @ an entire email address.
As the thread continues, all participants will receive notifications for each comment made.
Commenting on a Task
You can also communicate with your customer on a specific task by clicking into the task to start a thread there.
Who can Create and Respond to Comments? Check out this roles quick-sheet.