Discussion & Collaboration in your Workspace
Professional Business
The Discussion tab is now available on every Request, Job, Recurring Schedule, and Asset, providing a dedicated space for your team to communicate and collaborate directly within each record. In this tab, users can leave comments relevant to their work, share updates, or raise issues specific to that entity—all in one place.
Adding Comments and Mentioning Users
To participate in a discussion, simply navigate to the Discussion tab on your chosen entity and type your message in the comment box. You can enhance collaboration by mentioning colleagues: just type @ and start entering their name, then select the user from the list using your mouse or keyboard arrows. Mentioned users will be notified about your comment, making it easy to draw attention to important updates or requests.
Notifications and Permissions
When you mention someone in a comment, they’ll receive a notification by email or push notification—depending on whether they’ve signed into a mobile device and if your workspace has the Push Notifications addon enabled. Users can manage their notification preferences in their preferences. If you attempt to mention a user who does not have permission to view the entity, you’ll see an error and won’t be able to send the comment, ensuring privacy and data security at all times.
Navigating Mentions and Direct Links
If you receive a notification about a mention, clicking the link will take you straight to the relevant comment, which will be highlighted for easy reference. Additionally, whenever you are mentioned in a discussion, your name will appear in red to help it stand out in the conversation.
Tip! Clicking on a user mention or their profile picture will display a popup with more information about them
Availability
Currently, the Discussion tab is available only on the web app. While mobile app users cannot view or post comments in-app yet, they will still receive notifications when mentioned, ensuring they stay in the loop.
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