At times you may need to discuss and collaborate on documents. You can do that by initiating a discussion on the document. Users can add comments on documents. This is useful if you want to conduct a review or approval process. For instance, you can upload your Project Plan document in the client folder and conduct discussion on that document with your client. If you are subscribed to this discussion, then you can participate right from your email client.
To start a discussion on documents:
- Go to your project and click on the Documents link from the left panel.
- From the actions drop-down against the document, navigate to More and then click on Start Discussion.
- Enter the name of the Discussion topic.
- You can Subscribe the team members to participate in the discussion.
- You can also include your client by selecting Share with client.
To view discussions on documents:
- Go to your project and click on the Documents link from the left panel
- Click the column Selector on the extreme right corner next to the column names displayed.
- Select the column Messages and drag to the right to display
- Click on Save
- When the Document report refreshes, the column Messages will display any discussion posts that have happened on that document.
- You can click on that to access the Discussion