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

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

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

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

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

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

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

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

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

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

Starting Discussions