Home | ProjectDox | End User Reference Guide | Discussion Board
The Discussion Board feature is used within the ProjectDox platform as a central communication tool for all parties involved in the life cycle of a project. For example, questions about payments, contractors/inspectors or any other discussion regarding the project can be discussed in a place accessible by all involved in the project. It allows messages to be written, stored, and emailed between members of the project, so the history of correspondence about a file or project is easily accessible within ProjectDox. When any new notes are added they must be related to the wflowTaskID so that when the task is completed the notes can be locked.
The ability to view and participate in the Discussion Board is controlled by permissions. A System Administrator can disable/enable this feature site-wide. A Project or System Administrator can grant groups view and/or creation rights to the feature.
The discussion board is accessible two different ways:
At the project level – when enabled, the Discussion Board is accessible to everyone involved in the project.
At the folder level – viewing and participating in the Discussion Board at this level is controlled by permissions. An admin would have to grant the following permissions to applicable folders, for the users in groups and roles to use this feature.
ProjectFlow Discussion Board formlet should have no bearing on permissions for Discussion Board in ProjectDox.
To create a topic for discussion, follow the steps below.
1. Click the Discussion Board icon for the desired project.
a. The icon will be yellow if discussions already exist within the project.
2. Click the Add Topic button.
3. Enter a descriptive title into the Topic field.
4. Select a category which fits the topic you are creating.
5. Click Save.
Topics
cannot
be edited or deleted once they have been posted to the Discussion
Board.
1. Once
the Discussion Topics dialog
is open, click 
.
2. Enter comments in the Add Comment dialog box.
3. Click Save.
Comments
cannot be edited or deleted once they have been posted to the Discussion
Board. Comments
cannot be added to discussions that are closed.
By default all users see the discussion board. Discussion administrator can exclude users or groups. To exclude a participant or group to a discussion topic:
Click the 
button.
The Manage Participants dialog box will display.
Select a group
to
exclude or click 
to
exclude an individual of a group.
Click 
.
The owners are
the only individuals allowed to exclude participants from their topics.
By default, all discussions are public. To remove a group from a discussion:
Click
the 
button on the project.
Select the Groups tab.
Select the group to have removed from the discussion.
Click the“Disallow Project Discussion” radio button, users in that group will not be able to participate in the project discussions (i.e. applicants).
Click
.
Once a comment is created, an email notification can be sent to individuals or groups by:
Expanding
an open topic 
.
Click 
next
to the appropriate comment. The Prepare
Email dialog box will display.
Select the group or individual participant to send the notification to.
Click
.
A topic can be closed by clicking on the
button next to the topic that
is to be closed. Once a topic is closed it cannot be opened or edited.
The status of the discussion will display as Active
or Closed under the Discussion
Status field.
A project report is available that displays all topics and comments created within a project. To view this report, follow the steps below:
1. Click the desired project. Once
inside, select the Projects Reports
button 
.
2. Click
the 
button
next to the Discussion Board Report. The Discussion Board Report dialog
page will display.
3. Select
the Report Type and click the 
button.
4. A dialog will appear with the report visible.
