Starting Discussions

Discussions allow everyone on the project to exchange ideas and give feedback. They let you leave comments, send replies from your e-mail, or even make a task from a discussion.

How to Create a Discussion?

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Start a new discussion by clicking on the discussions icon in the top-right corner
Step 5: Enter the name of the discussion
Step 6: Set the (optional) details such as:

Description - tell others what the discussion is about
Attachments - add files to the discussion by clicking on the Attach Files button on the right or by the drag and drop option
Subscribers - choose who will be notified about new comments by clicking on the image or initials circle
Hidden from clients - this option allows you to hide certain discussions from the users with the Client and Client + roles
Pinned to top - pin important discussions on the top of the page

Step 7: Click on the Create Discussion button in the bottom-left corner
Video tutorial: https://vimeo.com/1038891363

How to Convert a Discussion into a Task?

Converting the discussion to a task will transfer all the comments, files, and subscriptions to the new task.

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on the three dots (...) on the right side of a discussion
Step 5: From the dropdown menu select Convert to Task
Step 6: Click on the Convert to Task button in the bottom-left corner
Video tutorial: https://vimeo.com/1052225721

Note: The newly created task can be found in the first task list within the project page.

How to Move a Discussion to a Different Project?

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on the three dots (...) on the right side of a discussion
Step 5: From the dropdown menu, select Move to Project
Step 6: Select the project you would like to move the discussion to
Step 7: If you wish to stay and continue working in the original project, check the ''Continue working on the current project'' box
Step 8: Click on the Move button
Video tutorial: https://vimeo.com/1052225761

How to Copy a Discussion to a Different Project?

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on the three dots (...) on the right side of a discussion
Step 5: From the dropdown menu, select Copy to Project
Step 6: Select the project you would like to move the discussion to
Step 7: If you wish to leave a copy of the discussion in the current project, check the ''Leave a copy of this discussion in this project'' box
Step 8: If you wish to stay and continue working in the original project, check the ''Continue working on the current project'' box
Step 9: Click on the Move button
Video tutorial: https://vimeo.com/1122874170

Note: If you do not select the ‘’Continue working on the current project’’ box, the discussion will be automatically opened in the new selected project.

How to Pin a Discussion?

The pinned discussions will be displayed on top of the discussions page allowing you easy access to important discussions.

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on the three dots (...) on the right side of a discussion
Step 5: From the dropdown menu, check the Pinned Discussion box
Video tutorial: https://vimeo.com/1038891339

How to Hide a Discussion from Clients?

This option allows you to hide certain discussions from the users with the Client and Client + roles.

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on the three dots (...) on the right side of a discussion
Step 5: From the dropdown menu, check the Hidden from Clients box
Video tutorial: https://vimeo.com/1122876642

How to access Access Logs in a Discussion?

The Access Logs provide the information on who opened the discussion.

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on a desired discussion
Step 5: Click on the three dots (...) in the upper-right corner of a discussion
Step 6: From the dropdown menu, click on Access Logs
Video tutorial: https://vimeo.com/1052226591

How to Delete a Discussion?

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on the three dots (...) on the right side of a discussion
Step 5: From the dropdown menu click on Delete
Video tutorial: https://vimeo.com/1122882353

Note: The discussion will remain in Trash for 30 days. After those 30 days, the discussion will be permanently deleted.

How to Rename a Discussion?

Step 1: Log in to your ActiveCollab account
Step 2: Click on the desired project within the Projects page
Step 3: Click on the Discussions tab in a project
Step 4: Click on the three dots (...) on the right side of a discussion
Step 5: In the dropdown menu, click on Edit
Step 6: Change the name of a discussion by typing in a new one
Step 7: Click Save
Video tutorial: https://vimeo.com/1122883476

How to Sort Discussions?

Step 1: Open the Discussions tab in a project
Step 2: Click on the Sort option in the top-right corner
Step 3: Discussions can be sorted in ascending and descending order by:

Name,
Activity,
Creation date

Video tutorial: https://vimeo.com/1122885751

How can I set a Reminder for Myself in a Discussion?

Step 1: Click on a desired project from the Projects page
Step 2: Open a discussion where you wish to set up a reminder
Step 3: In the right-side menu, scroll all the way down
Step 4: Click on the + icon next to Reminders
Step 5: Click on Me
Step 6: Choose one of the following quick options:

Later Today – reminder will be sent later the same day
Tomorrow – reminder will be sent the next day at 7:00 AM
Next Week – reminder will be sent next week Monday at 7:00 AM
If you choose Custom, a pop-up window will open with the following options:

Date – select the date when the reminder should be sent
Time – select the exact time when the reminder should be sent
Who will be notified – by default, it’s you, but you can add other people by clicking on the user icon
Comment – optional text that will be shown with the reminder

Step 7: Once you’re done, click Save
Video tutorial: https://vimeo.com/1122910548

The reminder will now appear in the right-side menu under Reminders and will be sent at the selected time.

How can I set a Reminder for Subscribers in a Discussion?

Step 1: Click on a desired project from the Projects page
Step 2: Open a discussion where you wish to set up a reminder
Step 3: In the right-side menu, scroll all the way down
Step 4: Click on the + icon next to Reminders
Step 5: Click on Subscribers
Step 6: Choose one of the following quick options:
Later Today – reminder will be sent later the same day
Tomorrow – reminder will be sent the next day at 7:00 AM
Next Week – reminder will be sent next week Monday at 7:00 AM
If you choose Custom, a pop-up window will open with the following options:

Date – select the date when the reminder should be sent
Time – select the exact time when the reminder should be sent
Who will be notified – by default, it’s all users subscribed, but you can add or remove people by clicking on the user icon
Comment – optional text that will be shown with the reminder

Step 7: Once you’re done, click Save
Video tutorial: https://vimeo.com/1122911991

The reminder will now appear in the right-side menu under Reminders and will be sent at the selected time.

How can I set a Custom Reminder in a Discussion?

Step 1: Click on a desired project from the Projects page
Step 2: Open a discussion where you wish to set up a reminder
Step 3: In the right-side menu, scroll all the way down
Step 4: Click on the + icon next to Reminders
Step 5: Click on Custom
Step 6: A pop-up window will appear with the following fields:

Date – select the date when the reminder should be sent
Time – select the exact time when the reminder should be sent
Who will be notified – by default, it’s you, but you can add more people by clicking on the user icon
Comment – optional text that will be shown with the reminder

Step 7: Once all fields are filled, click Save

Video tutorial: https://vimeo.com/1122909303

The reminder will now be created and displayed in the right-side menu under Reminders, with all selected details.