PROJECTS: Team Talk and Client Talk
What is Team Talk and Client Talk?
Team Talk and Client Talk are essentially individual Project message boards, where users can discuss details of a Project.
Team Talk is for communication between Staff Members.
Client Talk is for communication between Clients and Staff Members.
Team Talk
- Clients will have access to Client Talk only.
- Teammates and Salespersons will have access to Team Talk only.
- Project Managers and Admins will have access to both Team Talk AND Client Talk.
- Freelancers do not have access to either Team Talk OR Client Talk.
To access Team Talk, navigate to Projects > Projects.
Click on the Project you would like to communicate about, then click the Team Talk tab in the top navigation bar.
Here you will see a list of messages that have been posted. Clicking on a message will open a panel to the right where you can Reply. To create a new message, click the +Team Talk button. Assigned users will receive a Notification in the Notification Panel, in which they can shortcut to this page.
Client Talk
- Clients will have access to Client Talk only.
- Teammates and Salespersons will have access to Team Talk only.
- Project Managers and Admins will have access to both Team Talk AND Client Talk.
- Freelancers do not have access to either Team Talk OR Client Talk.
To access Client Talk, navigate to Projects > Projects.
Click on the Project you would like to communicate about, then click the Client Talk tab in the top navigation bar.
Here you will see a list of messages that have been posted. Clicking on a message will open a panel to the right where you can Reply. To create a new message, click the +Team Talk button.
Assigned users will receive a Notification in the Notification Panel, in which they can shortcut to this page.
