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Conversations

Collaborate seamlessly by having conversations where the work happens—in real time.

Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Feature Overview Video


Plan Availability

All plan types

Permissions

All Members can start and join conversations besides Viewer permissions

Related Reading

Assigned Comments


Introduction

In SmartSuite, you can collaborate with team members using Comments directly associated with records or specific fields within a record. This eliminates the need for separate collaboration tools and ensures all discussions happen in the same place as the work.

Key Benefits

  • Seamless Collaboration: No more switching between tools.

  • Action Tracking: Assign and track comments until resolved.

  • Real-Time Notifications: Stay updated with instant alerts.


Finding Comments

To start a conversation:

  1. Open the Comment Panel within a record by clicking the chat icon.

  2. The chat icon also displays the number of open comments for the record.

Note: You need Viewer permissions to start or join a conversation.


Working with Comments

Replying to Comments

  • Click on a comment to reply directly.

  • Replies appear directly under the original comment (no nested threads).

Editing & Deleting Comments

  • Edit: You can edit your comments unless someone replies to them.

  • Delete: Only the comment creator or a Solution Manager can delete comments.

  • Solution Managers: Can delete any comment within their workspace.

If you can’t edit/delete a comment after replies, simply post a follow-up reply to update the discussion.


Managing Comments

Comment Statuses

SmartSuite offers built-in statuses to track conversation threads effectively:

Status

Description

Open

Default state for discussions. Comments can remain open indefinitely.

Assigned

Represents actionable tasks or items assigned to team members.

Resolved

Marks the discussion or assigned items as complete. Can be reopened later.

  • Open: Use for discussions without clear actions or decisions.

  • Assigned: Assign comments as tasks to specific members.

  • Resolved: Close discussions or mark tasks as complete.

    • Only the comment creator or assignee can mark comments as resolved.

Notifications

Stay informed about comment activity:

  • Receive notifications when:

    • You are @mentioned.

    • A comment is assigned to you.

    • Someone replies to your comment.

  • If you follow a record, comment updates will appear in your Notification Center.

Clicking a notification takes you directly to the record’s comment panel for quick access.


Commenting Features

  1. Rich Text Controls

    • Style your comments for clarity and emphasis.

  2. @Mentions, Files, and Emojis

    • Use @mentions to notify team members directly.

    • Attach images or files to enrich discussions.

  3. Reactions

    • React to comments with emojis to express sentiment or acknowledgment.

  4. Deep Linking

    • Generate and share links to specific comments to:

      • Invite others to join the discussion.

      • Reference comments in external communications.


Practical Scenarios and Use Cases

1. Project Discussion

Scenario: A team is planning a new feature release. Solution: Use comments on the project record to discuss tasks, share updates, and assign follow-ups.

2. Cross-Department Collaboration

Scenario: Marketing and Sales need to align on campaign strategies.

Solution: Start a conversation within the campaign record to share ideas and feedback in real time.

3. Issue Resolution

Scenario: A bug is reported during testing, requiring immediate action.

Solution: Assign the bug-related comment to a developer, track its progress, and mark it as resolved upon completion.

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