Overview
You can post and exchange messages with your fellow team members within an activity. Messages associated with an activity can be viewed on its details page (Messages, Files, Audit trail section), or My assignments page. You can always check out how many messages have been posted for an activity in total, as well as see how many new messages have been posted at a given moment, if any, in the Activity Center.
To view messages posted for an activity, take these steps:
- Log in to Birdview.
- On activity details page access the Messages, Files, Audit Trail panel.
- Select the Messages checkbox.
- As a result, all messages posted for the activity will be displayed as a log of messages, uploaded files and audit trail items.
- New items, posted by other users and not yet viewed, are marked with light-blue circles. The counter of unread items is also displayed next to the Messages checkbox.
There are various ways you can post a message for an activity.
Posting messages on the activity details page
- Log in to Birdview.
- Go to the Activity Center.
- Locate the activity you want to post a message for.
- Hover over the name of the activity.
- Click the Details button (
).
- In the Activity details screen, select the Messages checkbox beneath the Primary fields and Custom fields sections if not already selected.
- As a result, all message posted for the activity will appear on the general log of messages, uploaded files and events.
- Type your message in the text box.
- Click the paper clip button to attach a file to the message. You can also 'drop' a file onto the box using drag-and-drop as a way to attach them.
- Click 'Post' to post the message.
Posting messages in Activity Center (previous UI version only)
- Log in to Birdview.
- Select Activity Center.
- Click the customization button (
).
- Under Activity, select the Messages checkbox to enable messages item in the appropriate column.
- Locate the activity you want to post a message for.
- Click the messages item in the appropriate column for the activity.
- On the Messages, Files, Audit Trail board that opens type the text of the message in the box.
- Click the paper clip button to attach a file to the message. You can also 'drop' a file onto the box using drag-and-drop as a way to attach them.
- Click 'Post'.
Posting messages in My Assignments
- Log in to Birdview.
- Go to My Assignments.
- Click the 'Post message' link (see 6 below) under the activity you want to post a message for.
- Type the text of the message in the box and click 'Post'.
- Click the paper clip button to attach a file to the message. You can also 'drop' a file onto the box using drag-and-drop as a way to attach them.
- After a message is posted, the 'Post message' link changes to the text of the last message posted. The counter of the posted messages increments by one.
- To post another message, click on the link again.
Posting messages by email
As you receive a notification by email about the posting of a message for an activity and decide you would like to reply to it, proceed as follows:
- Click the 'Reply' button for the message in your email client or browser.
- Type the text of the message to be posted in the body of the letter.
- Send the message the usual way.
Editing/deleting a posted message
— have posted the message; or
— have the permission to edit or delete the activity the message is attached to.
To edit/delete a message:
- Access the Messages, Files, Audit Trail panel. See above.
- Locate the message you would like to edit or delete.
- Click the Edit or Delete links, whichever is appropriate.
- Editing: Make changes to the text, and click "Apply".
- Deleting: Click "Delete" when asked to confirm the deletion.
Timestamps
The timestamps automatically added for system events are time zone-sensitive. It means that a user in time zone T+2 will see an event with a timestamp that is two hours ahead of that which a user in time zone T will see.
- User A (whose time zone is UTC-2) adds a message at 10:20 AM. He opens the project audit trail log and sees that he added the message at 10:20 AM
- User B (whose time zone is UTC+1) opens the project audit trail log and sees that User A added a message at 01:20 PM.
File version update
In case you attach the same file two or more times, it is not overwritten, but is added as a version # of the file already uploaded.
- You have uploaded a file named replace.dat
- Upload the file again.
- The result will be two uploaded files listed as:
@mention
If you need to let other project members or other users know about the fact that you have posted a message and let them read it, you can use the @mention feature.
It overrides both any notification rule that you may have set up for your project and common notification rule.
To use @mention:
- Make sure the cursor is in the message box..
- Type "@" either at the beginning of a line or after a space (so that it cannot be construed by the system as the @ in an email address).
- On the list that opens select the user you want to mention. The list is text searchable so you can type any letter any combination of sequential letters being part of the user's name.
- On selecting the user, a tag will be inserted in the body of the message, e.g.
.
- Click Post (
) (for mouse users) or press Ctrl+Enter (for keyboard users) to post the message.