You can send a message to your client at any time via your Worksuite dashboard. This keeps all your communications with your client in one place - no more searching through emails for the message you need!
Send a private message from your dashboard
- Login to your Worksuite dashboard
- Navigate to Messages from the left side panel of your page
- Enter your message and click Send
- When your client responds to your message, you will receive a notification to view the message
Messaging in workflows
Your client may also send you a message directly in a workflow stage, for communications pertaining to the specific information located there.
The Messages tab will not be available until your client initiates a message here. Once they do, you can respond directly in the workflow stage.
Messaging in tasks
Your client may also send you a message directly in a task, for communications pertaining to the task assignment.
The Messages tab will not be available until your client initiates a message here. Once they do, you can respond directly in the task.
Note: When your client sends you a private message, you will receive it on your Worksuite account as well as your email. You can directly reply to the message through your email or through your account.