Sending messages

You can send a message about a period, process, subprocess, or task from several places within the solution to an individual resource or to a team. The recipients can view the messages in the message list of their home page.

  1. Select Close Administrator > Close Setup > Manage Process.
  2. Click the Manage Process, View Schedule, or Past Schedules tab.
  3. Right-click a period, process, subprocess, or task and click Send Message.
  4. Specify this information:
    Message For
    Select Resource or Team. A user cannot send themselves a message. If you send a message to your own team, then you cannot receive the message.
    Employee/Team
    Select the employee or the team to which the message is sent.
    Subject
    This editable field is automatically filled with the name of the period, process, subprocess, or task which you right-clicked. Specify your message text in the field below the Subject field.
    Require A Response
    Select this check box if a response to the message is required.
    Add An Attachment Or URL
    Populate these fields to add an attachment or URL to the message.
    Title
    Specify a title for the message attachment.
    File
    Select the message attachment.
    File Type
    This field is automatically filled when you select a file to upload.
    URL
    If the message attachment is online, type the URL to access the attachment.
  5. Click OK.