Projects often require a lot of communication and, in Brightpod, you can keep all of this communication in one place. From team members, to clients, to outside of your team, you can send messages and easily find the conversation history

Sending and finding comments and messages

You can talk with teammates through task comments and/or messages.

In all comments and messages, you can create more exact descriptions and comments by using rich text. Select an icon at the top of the comment or description box to enhance your text. There is:

  • Bold
  • Italic
  • Underline
  • Bullet points
  • Header
  • Code snippet

richtext-comment

If you do not use any of the options, the text will appear as normal.

Task comments

Select the task name to open up task details. Here, you can enter a comment about the task. You can include a file in your comment, and notify teammates.

Tip: Teammates who are assigned or assisting on the Task are automatically marked to be notified.

task-addcomment

Once you click Add Comment, an email notification will be sent to your teammates.

The next time you open the task details, the number of people who were notified on the comment will be displayed. Hover over this number to see which teammates were notified.

task-comment-notified

When you or a teammate receives a comment via email, you can reply to the email you receive. Your reply will be added as a comment.

task-comment-email

 

Messages

Messages work very similar to task comments, but they are not connected to a task. You can involve multiple teammates, have them comment back or like your message, and have it all kept within your pod.  You can also archive older messages if you no longer need them visible in your pod.

1. Go to Messages and click Add message.

messages

2. Enter your message. You can upload a file, make it visible to your client, and also select teammates to notify of the message.

message-full

You can like a message by clicking like message.

messages-like

If you no longer need a message in your messages area, you can archive it. Hover your mouse over the message and click archive.

messages-archive

You can recover archived messages any time by going to Archived Messages on the right hand side.

messages-viewarchived

Then, hover over your message and click Restore.

messages-viewarchived-restore

 

Finding comments and messages

If you are looking for a conversation history, there are 3 places to check: Tasks, messages, and the Me page.

Comments are shown in a running commentary on tasks.  On the tasks page, tasks with a comment have a speech bubble icon. In the image below, this task has 1 comment.

task-comment-icon

When you click a task to open task details, you will see the conversation history.

Messages on the message page are shown in a list. If you are notified on a message, you will receive an in-app notification as well as an email.

messages-2-list

Messages can also be found on your Me page. An administrator can look at the Me page of anyone in their Brightpod account. Team members, freelancers, and clients can only see their own Me pages.

1. Go to the Me page.

2. On the right side, click Conversations.

me-conversations

 

Involve clients on tasks and messages

For Comments, clients are able to see comments that are on tasks within task lists that have been marked as visible to clients.

You must first mark a task list as visible to clients, then you will be able to write comments on tasks and notify clients. Tip: Learn more about marking tasks and task lists visible to clients.

When you are adding a comment, your client will show up as a person to notify, just like a regular teammate.

task-comment-client

For Messages, you can add your client to the conversation at any time. When creating your message, select the checkbox Visible to client before adding your message.

message-visibletoclient

Receive tasks from outside of your Brightpod team with Brightpod Send

Brightpod Send allows anyone who has your unique Brightpod email address to add tasks, task lists, messages and files to a pod via email. Each of your pods (projects) in Brightpod will have a unique email address. This is a great way for people outside of your team to send you tasks.

To get the email address:

1. Go to the Pod that you want to share.

2. On the top left, look for the icon Settings next to your Pod name, click it then select Send.

pod-send

3. Click Send and get your unique email address. Add it to your email contacts to  start working.

brightpod send email address

This email address is unique to your pod. This is what you share with anyone outside of your team so they can email in messages.

To add a Task via email

1. From your regular email client, compose a message. 

2. Enter the unique Brightpod Send email address in the email id field.

3. Your email subject will be the Task Name

4. Enter a description for your Task in the body of your email and submit.

Brightpod send - Add task

On the submission of an email, a new task will be created in your project.

Customizing Brightpod Send

You can personalize the email address by clicking on Change Send Settings. You can choose a name that you wish. The prefix “Project+” is used to identify the email address and the suffix “-XXXX” is used to encrypt the email address, these won’t be changed.

Brightpod send personalization

Administrators and Team Members may customize the email address.

Emails sent to the deactivated email address will not get parsed.

Specify a custom Task List

Select a Task List where you want to add Tasks using the dropdown under Add new task to.

send tasklist

send-tasklist-new

 

Tip: Learn more about the capabilities of Brightpod Send.