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?
- Open the Discussion tab in a project.
- Click on Create Discussion or the Add button in the upper right corner.
- Enter the name of the discussion.
- Set the (optional) details:
- Description - tell others what this discussion is about.
- Attachments - add files to the discussion.
- Subscribers - choose who'll be notified about new comments.
- Hidden from clients - this option allows you to hide certain discussions from users with the Client and Client + roles.
- Pinned to top - pin important discussions on the top of the page.
- Click Create Discussion.
How to pin a discussion?
- Open the Discussions tab in a project.
- Click on the three dots ''...'' on the right side of a discussion.
- Check the Pinned Discussion box.
The pinned discussions will be displayed on top of the discussions page allowing you easy access to important discussions.
How to convert a discussion into a task?
- Open the Discussions tab in a project.
- Click on the three dots ''...'' on the right side of a discussion.
- Click on Convert to Task.
Converting discussion to task will transfer all the comments, files and subscriptions to the new task. The newly created task can be found in the first task list within the project page.
How to Move/Copy a discussion from one Project to another?
- Open the Discussions tab in a project.
- Click on the discussion you wish to move/copy to another project.
- Click on the three dots ''...'' in the upper right corner.
- Click on Move/Copy to Project.
- Select a project you would like to move the discussion to.
- Click on Move.
The discussion will be automatically opened in the new project. If you wish to stay and continue working in the original project, check the ''Continue working on the current project'' box. 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.
How to access Access Logs in a discussion?
- Open the Discussions tab in a project.
- Click on the three dots ''...'' within the desired discussion.
- Click on Access Logs.
The Access Logs provides the information on who opened the discussion.
