GUIDE 01Talk with another user
- Open your organization’s workspace and Internal chat.
- Choose an authorized user in the same workspace.
- Write and send the text message.
- Review history and available read or presence indicators.
Presence indicates recent activity, not a guarantee that the person is viewing that chat.
GUIDE 02Delegate a task
- Open Collaboration and choose Delegate a task.
- Describe the work and choose responsible user, priority and deadline.
- Link another application’s record if relevant and permitted.
- Save and review the task in the work or delegation views.
A record link respects the original application’s permissions.
GUIDE 03Update and comment on work
- Open a task assigned to you or one you can manage.
- Record start, progress or completion through available actions.
- Comment and mention team members when appropriate.
- Use authorized reassignment or cancellation and preserve context.
Task comments do not replace recording a fill, delivery or approval in its module.
GUIDE 04Find pending work
- Switch between My work, Assigned to me, Delegated by me and the enabled organization view.
- Search by task or responsible user.
- Filter statuses and review deadlines.
- Open the context before deciding the next step.
Viewing a task does not automatically grant administrative rights over other modules.
Frequently asked questions about Communications
Is user-to-user chat included?
Yes, direct text conversations between authorized users within the same client.
Does it have groups, files or video calls?
The current chat does not include those features.
Can I see who is online?
Presence reflects recent activity and updates periodically.
Is it an optional package?
Yes. It must be enabled for the organization according to its package and permissions.
Current scope
- Messages and presence update periodically; guaranteed instant message delivery is not promised.
Names and actions may vary by your role and the client configuration. If an action is missing, contact your administrator.
