Table of Contents
- Working with Conversations
- Accessing Conversations
- Participating in a Conversation
- Conversation Notifications
- Inviting Guests to Participate in Conversations
This feature is available in all editions.
VersionOne® Conversations is a feature that allows team members, stakeholders, and others to actively collaborate about anything related to a workitem. Because they are automatically associated with a workitem, you can easily find and keep track of related discussions.
Conversations occur freely throughout the system but are self-organized via streams by the participants, the assets mentioned, and also where the conversations originate.
Working with Conversations
You can access Conversations in several areas VersionOne The thread of conversations associated with an item. Note that when viewing a stream, you will see the name of that stream along with the avatars of all the people who currently follow that stream. For TeamRooms and PlanningRooms, the participants are members of the room.
Conversations on the Asset Details Page
On the Details page of any asset, click on the Conversations icon to expand the conversation panel.
The number on the Conversations icon indicates the number of conversations in the stream. Use the scroll bar to view the entire conversation stream.
Conversations in Planning Rooms and Team Rooms
In TeamRooms and PlanningRooms, you can view conversation streams in the Conversations panel. Here, you can see all the Conversations associated with the items in the room and all the conversations that mention an asset in the room, specifically:
portfolio items in PlanningRooms
workitems in TeamRooms
Follow these steps to view conversations in a TeamRoom or PlanningRoom:
Select a room, and then click on the Conversations tab.
Conversations the Collaboration Section
From the main menu, select Collaboration > Conversations.
Scroll to the Conversations section in the left menu.
Participating in a Conversation
To participate in a Conversation, simply type your comments in the Conversations field, and then click Share.
Mentioning an Asset or Member in a Conversation
You can mention people and assets in a conversation thread. "Mentioning" associates the conversation with the person/asset, and:
sends notifications by email when activity occurs (if enabled)
displays details on the My Inbox page
displays the conversation thread in the topic's activity stream
allows you to view asset details directly from within the conversation thread
To mention an asset/person in a conversation:
Type the first three characters of the name in the mention field. As you type, the matching items display.
Select the item, and then click Share.
Inviting Guests to Participate in Conversations
You can invite guest collaborators (non-VersionOne members) to participate in any conversation. To do so, simply type their email address in the Mention. The recipient will receive an email message with a link to register in your VersionOne instance. After registering, they can participate in the conversation stream.
Guest Collaborators do not have access to any projects or assets in the system. They only have access to conversations where they're mentioned. If they're part of a conversation where someone has mentioned a secured asset, the guest collaborator will see the conversation, but not the mentioned asset. Note that Member and System Administrators can promote a guest collaborator to a fully licensed member. They can also deactivate guest collaborators.