Open the project, go to the Overview tab, and select the message button on the Client portal or Sub & vendor portal card. Each portal has its own messages.
Available on the Pro and Scale plans for client messages and the Scale plan for sub and vendor messages. You need permission to view Projects, plus Clients for sub and vendor messages, and the portal must be set up on the project. Works on desktop and in the mobile app.
Message your client
Open the project and select the Overview tab.
In the Client portal card, select the message button. It shows your unread count, such as 2 messages.
Select a conversation, type your reply in Leave a reply..., and select the send arrow.
On desktop, messages open in a side panel headed Messages. In the mobile app, they open full screen.
A project has one general conversation for everyone with portal access. Select New (the plus button in the mobile app) to start it. The button disappears once it exists.
Conversations about a shared proposal, invoice, or other item start when your client leaves a message on it, and you reply in the same list.
Message a sub or vendor
Open the project and select the Overview tab.
In the Sub & vendor portal card, select the message button, such as 3 messages. It stays off until a conversation exists.
Select a conversation and type your reply in Leave a message.
To start one, select New message in the Messages card on the Sub & Vendor portal page. Choose the sub or vendor, then select Direct message, or pick an item under COMMENT ON A SHARED ITEM. Use the All vendors filter to narrow the list to one sub.
Each sub or vendor has their own conversation, and they get your message by email and text.
Edit or delete your messages
On desktop, hover over your message and select the three-dot menu. In the mobile app, the menu shows on each message. Select Edit or Delete.
Edited messages show Edited next to the time.
You can only change your own messages. Delete happens right away and can't be undone.
Messages hold text only. To send a file or photo, share it to the portal first.
Get notified of new messages
When a client or sub messages you, you and teammates with access to the project get a notification. It follows your Project details notification settings: app, text, and email are all on by default.