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How to Use Messages for Team Collaboration on Issues

Updated this week

1. Creating a New Message

  1. Click the “+” (Add Message) Icon:

    • Typically found at the top or within the Messages tab.

  2. Select a Required Tag:

    • Choose from tags such as:

      • Meeting Notes

      • Status Report

      • Project Scope

      • Decision

      • Requirement

      • Solution

      • Issue

      • Risk

      • Blocker

      • Feedback

    • Tags ensure messages are organized and easily searchable.

  3. Provide a Clear Title:

    • Enter a concise summary (e.g., “Decision: Extend Deadline,” or “Blocker Identified”).

  4. Write Your Description:

    • Use the text box to enter details, context, or key discussion points.

    • You can typically add formatting, links, images, or emojis for clarity.

  5. Post the Message:

    • Click Save to add the message to the thread.

2. Navigating and Managing Message Threads

  • Browse by Tag:
    Use the preset tag filters (e.g., All, Status Report, Risk) to quickly find specific types of messages or updates.

  • Open a Message:
    Click on any message title to open the full thread and view previous replies or related conversations.

  • Thread View:
    See all replies and sub-messages within the conversation for full context—ideal for ongoing discussions or tracking decisions.

3. Collaboration Tips

  • Always Tag Appropriately:
    Correct tagging (e.g., “Decision” or “Blocker”) helps teammates filter and find critical information later.

  • Reply in Threads:
    Keep conversations organized by replying directly within message threads rather than starting new, unrelated messages.

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