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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, he/she can view discussions, manage them, create new discussions, edit existing ones, 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 person who created the discussion,
  • the discussion creation date,
  • 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.

  1. tap the Filter icon icon in the upper right corner,
  2. tap the arrow next to the Sort by menu item and select the necessary sorting criterion: Creation date, Title, or Comments,
  3. turn the Ascending switcher on to sort discussions in ascending order or turn it off to sort discussions in descending order,
  4. tap the necessary filter in the Filter list: Status, Author, Creation date, or Projects,
  5. choose the necessary parameters for the selected filter:
    • to filter discussions by Status, select the necessary status (Open or Archived) on the next screen and tap Done.
    • to filter discussions by Author, check the necessary user in the Author list and tap Done. To easily find the person you need, use the Search field on the top.
    • to filter discussions by Creation date, select one of the available presets: Today, Last 7 days, or check the Custom period option and specify the Begin and End dates above. When ready, tap Done.
    • to filter discussions by Project, select one of the available projects and tap Done.
  6. if necessary, apply another available filters,
  7. tap Done in the upper right corner of the Sort and Filters screen.

Manage discussions in the list

Touch close to the edge of the screen to the right of the necessary discussion in the discussions list and swipe left to access the menu and choose the necessary action:

View - allows to view the selected discussion,

Edit item - allows to edit the selected discussion.

Delete item - allows to delete the selected discussion.

View discussions

To view a certain discussion, you can proceed in one of the following ways:

  1. tap the discussion name in the discussions list,
  2. touch close to the edge of the screen to the right of the necessary discussion in the discussions list, swipe left to access the menu, then tap the View option.

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

View discussion

To navigate between the discussion sections, tap the icons at the bottom panel:

Discussion info - to view the discussion info: title, project, subscribers, creation date, the user who created this discussion,

Discussion subscribers - to view the list of the users subscribed to this discussion,

Discussion comments - to view the comments added to this discussion,

Create a new discussion

If you have corresponding rights to create a discussion, the Create new item icon is available in the upper 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 Description field (this field is obligatory),
  4. select a Project you want to add the discussion to (this option is obligatory): tap None, then choose one of the available projects. When ready, tap Back,
  5. choose the Subscribers: tap Nobody, then choose the necessary users on the Subscribers screen tapping their names in the list. When ready, tap Back,
  6. when ready, tap the Create caption in the upper right corner of the New Discussion screen.

Edit discussions

To edit a discussion, open the Edit Discussion screen in one of the following ways:

  • touch close to the edge of the screen to the right of the necessary discussion in the discussions list and swipe left to access the menu, then choose the Edit item Edit option,

  • tap the discussion title in the discussions list to view it, tap the Discussion info icon at the bottom panel, then tap the Edit discussion icon in the upper right corner.

On the Edit Discussion screen, change the necessary data. You can also change the discussion Status selecting one of the options: Open or Archived. When ready, tap Done in the upper right corner.

If you want to delete the discussion, you can swipe up, tap the Delete Discussion option at the bottom of the Edit Discussion screen and confirm this action.

Add comments

To start adding a new comment to the discussion, open the discussion overview screen, make sure that the Comments Discussion comments section is activated and proceed in one of the following ways:

  • tap the Create new item icon in the upper right corner of the comments list,
  • tap the Add comment... field at the bottom of the screen.

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

To reply to the added comment, tap the Reply to the comment icon to the right of the necessary comment.

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

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