PROJECTS: Client Talk

What is Client Talk?

Client Talk is essentially an individual Project message board, where Clients, Project Managers, and Admins can discuss details of a Project. This is in contrast to Team Talk which is only for communication between Teammates and Admins/Managers. The essential difference here is who can access which tab.
  • 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.

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