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Collaborate with feedback

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Where can I do this?

If you have the required privilege, you can right-click an activity in the activity table of the Projects > Activities page and select Feedback. In the Feedback dialog box, you can correspond and collaborate with your team.

To display the Activities page, open the project or the group of projects you want to work with, then click Activities on the Projects toolbar.

Before working with the activity list for your project(s), it is useful to choose or create an Activity View, or data layout, that is appropriate to your needs. For basics on creating a view, see Activity Views.

I want to

Customize the activity table with feedback features

Prepare your view of the activity table to inform you when you receive a note that requires your feedback, and to acknowledge feedback.

  1. In the Activities page toolbar, click customize.

The Customize Activity Views dialog box displays.

  1. Select the Columns tab if required.
  2. In the Available Columns field:
    • Expand General, then double-click New Feedback.
    • Expand Lists, then double-click Feedback from Resource.

The New Feedback and Feedback from Resource options display in the Selected Columns field.

  1. Click the arrows of the Selected Columns field to set the order in which you want the columns to display in the activity table.
  2. Click OK.
  3. The New Feedback and Feedback from Resource columns display in the activity table in the order you selected.

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Post notes to team members

  1. In the activity table, right-click the activity you want to discuss with team members.
Note: Only team members and invited users with rights to edit activity data can read your note.
  1. Select Feedback.

The Feedback dialog box displays.

  1. In the Notes to Resource text box, type a note for all team members with appropriate privileges and access to the project to view. Click Add.

The note is displayed with the timestamp indicating the date and time the note was sent, and the name of the sender in the Notes to Resource text pane.

Notes

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Acknowledge feedback you receive

  1. In the Activity Table, note the marked check box in the New Feedback column of the activity for which you received a new note or request.
  2. Click in the check box to remove the check mark.
Notes:

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Open the Feedback dialog box

After acknowledging that you received feedback by emptying the check box in the New Feedback column of the activity:

  1. Double-click in the Feedback from Resource column of the same activity.
  2. Click browse Browse. The Feedback dialog box is displayed.

or

In the activity table of the Activities page, right-click an activity and select FeedbackFeedback.

or

Click the Activity Details Activity Details menu in the activities toolbar, select Activity Details, then select Feedback Feedback.

The Feedback dialog box displays.

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Read and reply to feedback

  1. Open the feedback dialog box.
  2. In the Feedback from Resource text pane, read the message you received from a resource.
Note: The message is displayed with the timestamp when the note was sent and the name of the sender.
  1. In the Notes to Resource text box, enter the note you want to leave for a resource.
  2. Click Add.

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Leave feedback for additional activities

  1. In the activity table:
    • Click Previous Activity Previous Activity to move up one activity in the activity table
    • Click Next Activity Next Activity to move down one activity in the activity table
  2. Right-click the activity for which you want to start a new correspondence.
  3. Select Feedback.
  4. In the Notes to Resource text box, enter the note you want to leave for a resource.
  5. Click Add.

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