Project discussion and notes
Discussion is a thread on the project: title, category, replies. Notes are records on the project — public or private — not a chat. Messages is a separate module.
On this page
Who is this lesson for?
- Company admin and employees on the project.
- Clients: see discussion if they can open the project. They see a note only when it is marked visible to the client.
What is the difference?
| Discussion | Notes | Messages | |
|---|---|---|---|
| Where | On this project, Discussion tab | On this project, Notes tab | Menu: Messages. Not on the project |
| What it is | A thread. People reply | A record. Not a chat | Direct or group chat |
| Who sees it | Project members (and the client if they can open the project) | Public: members. Private: the people you pick. Optional: client, password | Only people in that conversation |
Open the project. Tabs include Discussion and Notes.
Before you start
- The project is in the rail.
- You need permission to add project discussions or project notes.
Discussion
Open the project. Tab Discussion.
Discussion
New discussion.
New discussion
Name, category General, first message, Save. Then people reply on that thread.
Notes
Tab Notes.
Add a note, write, Save.
- Public — project members see it.
- Private — pick employees. Optional: visible to the client, ask to re-enter password.
What happens after?
- Replies stay on that discussion. A new discussion is a new thread.
- A private note stays off the public list until you open it with permission (and password if you asked for it).
Common questions
Chat with someone who is not on the project?
Use Messages, not this tab.
No New Discussion?
You need permission to add project discussions, or you are the project admin.