Sending messages

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

Sign in as Close Administrator and select Close Setup > Manage Process.
Click the Manage Process, View Schedule, or Past Schedules tab.
Right-click a period, process, subprocess, or task and click Send Message.
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, specify the URL to access the attachment.
Click OK.