messages - overview

  • Updated

The Messages section within Projects, Leads, Tasks and Documents, allows you to communicate directly within that specific context. All communication remains attached to the corresponding project, lead, task or document, ensuring discussions are centralized, contextual, and easy to track. Conversations are always organized and tied to the exact associated project. while eliminating the need for external chat tools.
 

Key features

In this section, users can:

  • View the full message history.
  • See sender names and timestamps.
  • Mention other users using @username.
  • Format text (bold, italic, strikethrough, links, lists, quotes).
  • Reply directly to a specific message using threads.
  • Post new messages in real time.