Messages

The Messages tool:
  • allows you to communicate effectively with project members.
  • allows you to send both private and public messages to other project members.
  • contains and safeguards all communications.
Note: You must have access to the Messages tool to receive messages. Access can only be granted by a project administrator.
Note: Project administrators can also enable email forwarding for a specific email address. This allows to send an email to the specific email address and display the email in Bricsys 24/7.
Note: The Activity/Details panel displays message and folder details. The panel is only available for messages under PROJECT in the tool menu.

Send a message

  1. Click Messages in the toolbar.
  2. Click New message.

    The Choose message folder window appears.

  3. Select the applicable message folder.
  4. Click Select.

    A Message window appears.

  5. Add the recipients in the To field.
    Note: You can only add users with access to the Messages tool.
  6. Enter a subject in the Subject field.
  7. Write a message.
    Tip: You can adjust the layout.
  8. If applicable, click the cloud icon to attach a document from your project in Bricsys 24/7.
  9. If applicable, click the paperclip icon to attach a document from your local device.
  10. Click Send.

    A pop up window informs you that the message is sent.

    The recipients receive an email with a direct link to the Messages tool where they can read the content of the message.

Attach a workflow to a message

  1. Click Messages in the toolbar.
  2. Select a Project message folder in the tool menu.
  3. Select the applicable message in the content pane.
  4. Click the ellipsis button at the top of the content pane.

    A context menu pops up.

  5. Click Attach workflow.

    The Attach workflow window appears.

  6. Choose a workflow.
  7. Select a coordinator.
  8. Enter a workflow name.
  9. If applicable, enter a description.
  10. Click Add.

    A pop up window informs you that the workflow is attached to the message.

    A workflow icon is added to the message in the content pane.

    The workflow name is displayed in the content pane.