Communication and notifications
The client emailed, then sent a WhatsApp. Now you’re hunting for one decision.
The conversation about a project stays with the project. When a client asks about an agreement a month later, you both open the same thread and read where it was left.
CommunicationCarter · living room
2
Messages
Martha K.
Adding a task…
Olivia
File sent yesterday
Channels
# Living room
# Kitchen1
# General
# Living room · Carter
4 online
O
Olivia10:41 am
Sent option B for the doors, have a look please
doors_option_B.jpg
👍 2
P
Peter10:44 am
Fine by me, handles still to choose
M
M
Martha10:47 am
Adding a task: door handles, due tomorrow
3 replies in thread
Door handles · in progress
Write in # Living room · Carter…
Notifications 2All
Task assigned to you
Door handles · now
Client approved option B
Client portal · 12 min
Olivia sent a file
doors_option_B.jpg · 18 min
Due tomorrow: Kitchen renders v2
Tasks · yesterday
Tasks in threadTask
3
Door handlesYou · tomorrow
Kitchen renders v2Olivia · Fri
Tile choiceKyle · 18 Jul
Door handlesTo do
MeCarter · living roomdue tomorrow
From Martha’s message · # Living room
Choose a model for the oak doors
Send the client 2 options
M
Martha Oak doors, matt black handle10:48 am
From message to task
Door handles
Carter · Living room
Assign to meTomorrow
Create task
Project conversation
M
Oak doors, matt black handle.
# Living room · Carter