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Discussions

The Discussions section displays the list of all the discussions accessible for the current user. Depending on the user access rights, they can view discussions, manage them, create new discussions, or add comments to a discussion.

Discussions in the list

In the discussions list, you can view the following information about discussions:

  • the discussion title,
  • the discussion creation date,
  • the person who created the discussion,
  • the number of comments displayed on the right.

Sort and filter discussions in the list

To easily find the necessary discussion in the list, you can apply different sort and filter parameters.

Sort discussions
  1. tap the Sort icon icon in the upper left corner,
  2. select the necessary sorting criterion: Creation date, Title, or Comments,
  3. tap the necessary criterion to sort the items in ascending or descending order. Tapping the same criterion will reverse the sorting order.
Filter discussions
  1. tap the Filter icon icon in the upper right corner,
  2. select the necessary filter in the Filter list: Author, Status, Creation date, Project, Other, and choose the necessary parameters for the selected filter:
    • to filter discussions by Author, choose one of the following options: Me, Other user (choose one).
    • to filter discussions by Status, select the necessary status: Open or Archived.
    • to filter discussions by Creation date, select one of the available presets: Today, Last 7 days, or tap the Custom period option, specify the Begin and End dates in the calendar and click SAVE.
    • to filter discussions by Project, choose one of the following options: My projects, Other projects, With tag, Without tag.
    • to filter discussions by Other parameters, choose the Subscribed discussions option.
  3. if necessary, apply other available filters,
  4. tap the SHOW DISCUSSIONS button.

Manage discussions in the list

Open the needed discussion, tap the Actions on an item icon in the upper right corner and choose one of the available options:

  • Edit discussion.
  • Subscribe to comments/Unsubscribe from comments to start/stop receiving notifications about new comments in the selected discussion.
  • Delete discussion.

View discussions

To view a certain discussion, you can tap the discussion name in the discussions list.

The discussion overview screen opens. The Comments section is activated by default.

View discussion

To navigate between the discussion sections, tap the buttons at the upper panel:

Comments - to view the comments added to this discussion,

Subscribers - to view the list of the users subscribed to this discussion,

Documents - to view the list of the documents attached to this discussion,

Overview - to view the discussion info: title, status (open/archived), description, project, creation date, created by.

Create a new discussion

If you have corresponding rights to create a discussion, the Create new item icon is available in the bottom right corner of the discussions list. To create a new discussion:

  1. tap the Create new item icon - the new discussion creation form opens,

    Create new discussion

  2. specify the Discussion title (this field is obligatory),
  3. type in your message in the Text field (this field is obligatory) and tap the Done icon icon in the upper right corner,
  4. select a Project you want to add the discussion to (this option is obligatory): tap Choose project, then choose one of the available projects,
  5. choose the Subscribers: tap Add subscribers, then choose the necessary users on the Select subscribers screen tapping their names in the list. When ready, tap the Done icon icon in the upper right corner,
  6. when ready, tap the Done icon icon in the upper right corner of the New discussion screen.

Edit discussions

To adjust some discussion settings, tap the discussion name in the task list to view it, then tap the Actions on an item icon in the upper right corner and choose the Edit discussion option.

On the Edit discussion screen, change the necessary parameters specified when creating the discussion. When ready, tap the Done icon icon in the upper right corner.

If you want to delete the discussion, go to the discussion overview screen, tap the Actions on an item button in the upper right corner and choose the Delete discussion option.

Add comments

To start adding a new comment to the discussion, open the discussion Comments section screen and tap the Add comment... field at the bottom of the screen.

Enter the text of your comment and tap the Done icon icon in the upper right corner of the screen.

To reply to the added comment, tap the Reply button under the necessary comment.

The More options icon to the right of the necessary comment allows you to copy link to the comment, edit the comment or delete it.

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