Messages helps centralize your communication efforts in a global inbox. Channels for each project make it easy to see recent activity and new messages posted.

Messages also introduces new functionality with "Threads" - create organized discussions around specific messages, and "Save for Later" - flag important messages to review at a later time.

Finally, a brand new text editor gives you more flexibility than ever with replies and reactions to messages.

Customer Access: At this time, customer and internal users can see all task channels for projects they're added to, including tasks set to "hidden" visibility. To ensure sensitive information and non-customer conversations stay private, use the "Send Internal" option when sending a message.

Messages API: Messages does have API support. Please see our API Documentation for more details.

All GUIDEcx users can access and send messages.

By default, messages sent in a channel will be visible to all team members (internal and external), unless privacy is set to "Message Internal Only".

Admins and Managers will be able to see all channels. Customers, Contributors, Task Owners, and Guides will only see channel messages for the projects they have been invited to.
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Users can navigate to Messages via the navigation rail. A badge containing a # indicates how many new messages are available to view.

“Unread Mentions” are displayed at the top of the inbox so users can quickly view unread messages they've been @mentioned in.

Project and task channels displayed below "Unread Mentions" are surfaced based on recent activity. This keeps the global inbox less cluttered for users who oversee many projects or projects with many tasks. You can leverage "Search" to find any project or task channel you have access to.

Filters are available for you to drill down into specific project and task channels.

Both project and task channels are supported in Message . Channels can be accessed within the global inbox, the "Messages" tab within a project, or in the task drawer (for task channels).

Customer Access: At this time, customer and internal users can see all task channels for projects they're added to, including tasks set to "hidden" visibility. To ensure sensitive information and non-customer conversations stay private, use the "Send Internal" option when sending a message.

Threaded messages help you create organized discussions around specific messages. They enable discussion around a topic in more detail without adding clutter to a channel. Hover over a message, then click the chat bubble icon to reply in a thread.

Depending on the size of your monitor or screen, you may be able to accommodate a view that displays your channel navigation, the project channel, and the threaded conversation at once.

If your screen is smaller, the threaded conversation will display when clicked on from the main project channel. To give more space to Messages, collapse your navigation rail.

We understand that running projects and assisting team members can be a demanding task, so you may be in the middle of something when an important message comes in.

Hover over a message and click the flag icon to "Save For Later". Circle back to review + reply at a time that is convenient for you. Messages that are saved for later will appear with a blue background.

All saved messages can be found in the "Save For Later" tab so you can quickly find messages you're looking for and take action.

Mark a "Save for Later" message as completed to remove it from the Save For Later list.

There are two types of email notifications associated with Messages: “Mentions” and a “Daily Digest”.

When a user "@ mentions" another user, the user that was mentioned is immediately sent an email notification. This @ mention functionality applies to individual users and group mentions.

Within the notification email, the mentioned user can see the entire message and can choose “Reply via Email” or “Reply in Project". Users are encouraged to use these buttons vs. the email client native reply button to keep formatting streamlined in Messages.

The Daily Digest notification is a once a day email that users will receive if they have any unread messages on projects they're invited to. This email goes out at 6 PM EDT and it will include details of a user's most recent messages (up to 5). The five most recent messages link back to each project, allowing users quick access to reply. At the bottom of the email users will see a count or indicator highlighting the # of unread messages remaining. If clicked, users will be routed to their Global Inbox in Messages.

Attachments that were supported in Notes are also supported in Messages (jpg, png, pdf, etc).

File types that are not supported include: svg, .html, .js, .css, .exe, .sh, .dll, .cdm, and .dmg.

The default file size limit is 30 MB.

You can now preview attachments in Messages. Attachment previews are available for image files (.jpg, .png, .gif) and pdfs.

Attachments sent in Messages can be saved to the Attachments tab in a project by hovering over the file and selecting Attach File to Project. This functionality applies to message attachments in both project and task channels, and is only available in GUIDE 2.0.

Note: Saved attachments are independent. Deleting an attachment in a message does not delete the saved file in project attachments and vice versa.