Create a Conversation

Use the WorkBook Inbox to create conversations.

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

To create a conversation:

  1. On the main toolbar, click Inbox .
  2. On the Inbox sidebar, click the Context Menu , and select Create New Conversation.
  3. In the Create New Conversation dialog box, provide the values for the required fields and click Publish or Private.
    For information about the fields and options, see Create New Conversation Dialog Box.