Create Job Conversations

Use the Jobs List, Chat, or Settings submodule to create job conversations.

To use the Jobs List submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Chat submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Settings submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a job conversation:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List.
3. Highlight the job that you want to create a conversation for.
4. Take one of the following actions:
   • Click Further options and select View job settings. On the side toolbar of the right pane, click Chat.
   • On the grid toolbar, click Job properties sidebar and on the side toolbar of the right pane, click Chat .
   • On the side toolbar, click Chat.
   • On the side toolbar, click Settings and on the side toolbar of the right pane, click Chat.
5. Click the Job tab or use the drop-down list to select the Job category.
   Workbook displays the conversation threads in the left pane and the comments of the selected conversation in the right pane.
6. Click and select Create new job conversation.
7. In the Create New Job Conversation dialog box, you can enter a comment with attached files, a recorded audio message, links, and emoji icons. You can also add employees, groups of employees, and clients that you want to be subscribed to the conversation.
8. Click Publish or Private.
   WorkBook displays the new conversation at the top of the list of conversations.