Use Inbox, messages and My tasks

Inbox is the messaging workspace for internal conversations and project-scoped vendor or stakeholder threads. Personal tasks and mentions live separately in Activity so the message list is not mixed with a work queue.

Before you start

• You see only conversations and project participant threads permitted by your access.

• A vendor or stakeholder thread requires that participant to exist in the project.

Step by step

1. Choose the conversation type

Use New conversation for a team channel or direct conversation. Use the additional portal-message action when the recipient is a vendor or stakeholder attached to a project.

2. Navigate the conversation tree

Internal channels and direct messages appear under Team. Vendor and stakeholder threads are grouped under their project, with recent activity and unread state helping you prioritise.

3. Keep external and internal notes separate

Write participant-facing messages in the vendor or stakeholder thread. Use its internal comments area for buyer-team notes that must not be sent externally.

4. Return to the list on mobile

A narrow screen shows either the conversation list or the selected thread. Use All conversations to return to the list instead of the browser back button when continuing in Inbox.

5. Open My tasks

Go to Activity and use My tasks for open discussion tasks assigned to you. Follow the project link to see context, or select the checkbox to mark the task done.

6. Review mentions and assignments

In Activity, open a mention or assignment to return to its source. The bell in the top bar remains the quick notification panel; Activity is the fuller personal work view.

What happens next

• Respond in the project-scoped thread when the answer should remain with that evaluation.

• Clear completed tasks instead of leaving them as permanent reminders.

Troubleshooting

A vendor or stakeholder is missing from the new-message choices.

Confirm the participant has been added to a project you can access. Vendor and stakeholder threads are project-scoped and cannot be created from an unrelated workspace record.

The message composer is read-only.

Participant threads from completed or cancelled projects retain their history but cannot accept new messages. Reopen the project where authorised or start the appropriate current project.

My tasks is not visible in Inbox.

Tasks and mentions moved to Activity. Open Activity from the app controls or go to /activity/me; the legacy Inbox activity view redirects there.

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