Messaging Center

Sending messages to a client, your team members or everyone!

Dixie Willard avatar
Written by Dixie Willard
Updated over a week ago

Messaging Center

The message center allows you to streamline your project and team communications in one convenient hub. Rather than going back and forth between fragmented email chains, disconnected chats, and multiple texts, you, your team, and your clients can have all of those conversations right in your studio!


Opening the Message Center

At the top right corner of your studio you will find the messaging center icon.

Click on the message icon to open your message center:

Once open, your message center will look like this:


Closing the Message Center

To close the Message Center, click on the X in the top, right-hand corner:


Conversations with Unread Messages

Conversations with unread messages have a corner flag to make them easy to find. For example, the Grove New-Build Home conversation below has at least one unread message:


Mark a Conversation as Unread

The ability to mark messages as unread can be used to flag important items needing follow up, set reminders to revisit conversations, and visually prioritize outstanding responses - all of which help with productivity and communication management.

To mark a message as unread, hover over the message. An envelope icon will appear. Tap the icon to mark the message as unread:


Message Notifications

Every time a message is sent, the people on that conversation will get a notification. The in-studio notification will show up as a dot on the top, right-hand corner of the message icon.

After 5-10 minutes, an email notification will also be sent to anyone on the conversation who hasn't seen the message yet.


Start a New Conversation

To create a new conversation, you will select the message icon with a + at the top right of the conversations list

The New Conversation box will open on the right and from here you will enter the conversation subject and select which users/clients you'd like to have in the conversation. At the bottom right you have the options to Cancel or Start Conversation to create the conversation.

To add people to the to the conversation, click the Add People box. This will open a drop down menu which will allow you to search by name, or scroll through and select the name(s) of the person or people you'd like to add.

There is also a filter option at the top right of this drop down.

If you select this option it will allow you to search all clients an team members, only team members, or only clients.
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Select the name of the person you want to add and you will see their profile picture/initials move above the search box to show they are added.
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If you accidentally added someone you didn't mean to, you can select the red x at the bottom of their profile picture/initials.


Edit a Conversation

If you need to edit the conversation, you will select the pencil icon at the top right to edit the subject or add/remove people on the conversation.

To remove a person from the conversation you will select the - on the right side of their name.

To add people to the to the conversation, click the Add People box. This will open a drop down menu which will allow you to search by name, or scroll through and select the name(s) of the person or people you'd like to add.

Please Note: If you add someone to a conversation they will be able to see all messages in that conversation, including messages that were sent before they were added to the conversation.


Sending a message

When you are ready to send a message to someone you will select the conversation you want on the left and then type in the message box below. You do have some rich text options at the top of the message box as well, including the ability to add custom hyperlinks.

When you are finished typing your message, click select the arrow at the bottom right to send it. Be sure you are ready to send before you select send. Just like text and email, you are not able to unsend/delete a message.


Sorting Conversations

To choose how your messages are sorted, click the filter icon in the top right of the Conversations list.

This will open the Sort and Filter dialog. The top box will show you how your conversations are currently being displayed.

To change the order, click on the box to open the dropdown and choose the order you prefer.

  • Subject - Descending: This will put the conversations in reverse alphabetical order according to the conversations' subjects

  • Subject - Ascending: This will put the conversations in alphabetical order according to the conversations' subjects

  • Latest Message - Newest: This will put the conversations in chronological order according to when the most recent message was sent in that conversation (newest messages at the top of the list)

  • Latest Message - Oldest: This will put the conversations in chronological order according to when the most recent message was sent in that conversation (oldest messages at the top of the list)


Searching/Filtering for a Conversation

When you open the Message center you are able to search/filter for specific conversations to help you find things more easily.

To search or filter for specific conversations, click the filter icon in the top right of the Conversations list.

This will open the Sort and Filter dialog.

To search for a specific conversation subject, click on the Subject box and start typing the subject:

To search for a specific conversation that you have with a team member or client, click on the people icon under Select people to open the person selector. From there, you can start typing the person's name in the Search users box or scroll to find the person you need. Click on the person's name to select them:
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Archiving and Unarchiving

If you no longer need a conversation, you can select to archive it at the top right from within the specific conversation. If you archive the conversation, it will also be archived for your clients.

If you need to unarchive a chat room, you will open the filter options and check the Archived box at the bottom of the drop down to see all archived conversations.

Select the conversation you would like to unarchive. You will see the Unarchive Conversation button in the right panel.

Open the filter panel and deselect the archived filter to return to your active messages.
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If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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