Conversations help you organize your communication and work with clients and team members in a clear and structured way.
Below, you’ll find the four different ways to create conversations, depending on where you are in your workspace.
Option 1: From the “+” Button in the Sidebar
You can create a new conversation from anywhere in your workspace using the + button at the top of the sidebar.
Click the + button and select Conversation.
This will open the conversation creation window, where you can:
Enter a name
Add an optional description
Choose a General Access setting
After clicking Save, the conversation will appear at the top of your items list in the sidebar.
Option 2: From the Quick Access Buttons on the Home Page
You can also create a conversation from the quick access buttons at the bottom of the Home Page.
Click Conversation to open the same creation window described above.
Once created, the conversation will appear at the top of your sidebar.
Option 3: From the Create Button Inside an Existing Folder
You can create a new conversation inside an existing folder using the Create button.
Click it and select Conversation to open the same creation window.
Note
By default, the new conversation will use the same General Access setting as the parent folder.
If you keep this setting, the new conversation will inherit access permissions from the parent folder, including all users who already have access.
You can change the access level at any time and choose who to share the conversation with.
Option 4: From the “+” Button Next to a Folder’s Name in the Sidebar
You can also create a conversation by hovering over a folder in the sidebar and clicking the + button next to it.
This will create the new conversation inside the chosen folder.
The same rules apply as in Option 3, meaning the conversation will inherit access settings and users from the parent folder.
Need additional assistance? Contact support.