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 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
- post notes to team members
- acknowledge feedback you receive
- open the Feedback dialog box
- read and reply to feedback
- leave feedback for additional activities
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.
- In the Activities page toolbar, click
.
The Customize Activity Views dialog box displays.
- Select the Columns tab if required.
- 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.
- Click the arrows of the Selected Columns field to set the order in which you want the columns to display in the activity table.
- Click OK.
The New Feedback and Feedback from Resource columns display in the activity table in the order you selected.
Post notes to team members
- 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.
- Select Feedback.
The Feedback dialog box displays.
- 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
-
When writing your correspondence, please be aware of online rules of etiquette, as all team members with appropriate privileges can view your note.
-
Once added, activity feedback notes cannot be modified.
-
The timestamp's format obeys your date format defined in Global Preferences.
Acknowledge feedback you receive
- 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.
- Click in the check box to remove the check mark.
Notes:
If the New Feedback column does not display in the activity table, customize the activity table with feedback features.
After acknowledging feedback, you can open the feedback dialog box to read and reply to feedback.
Open the Feedback dialog box
After acknowledging that you received feedback by emptying the check box in the New Feedback column of the activity:
- Double-click in the Feedback from Resource column of the same activity.
- Click
Browse. The Feedback dialog box is displayed.
or
In the activity table of the Activities page, right-click an activity and select
Feedback.
or
Click the Activity Details
menu in the activities toolbar, select Activity Details, then select
Feedback.
The Feedback dialog box displays.
Read and reply to feedback
- Open the feedback dialog box.
- 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.
- In the Notes to Resource text box, enter the note you want to leave for a resource.
- Click Add.
Leave feedback for additional activities
- In the activity table:
- Click
Previous Activity to move up one activity in the activity table
- Click
Next Activity to move down one activity in the activity table
- Click
- Right-click the activity for which you want to start a new correspondence.
- Select Feedback.
- In the Notes to Resource text box, enter the note you want to leave for a resource.
- Click Add.