Chatter Collaboration

    Chatter is a great way of sharing comments, ideas, files, and other information. Inspire Planner has incorporated the Chatter feed within a project plan, enabling one to communicate freely and easily with project participants, who can “follow” both people and documents to collaborate on projects and tasks. Like Facebook and LinkedIn, Chatter allows users to manage their feeds and control how notifications are received.

    Adding a Chatter Post to a Task

    To add a Chatter post to a task or subtask, click to highlight the desired task on the Task List, and click on the grayed out Chatter Feed icon on the left.

    This opens the Chatter window for the particular task as shown below. Click the +Follow option to get updates on the task in your Chatter feed.

    Chatter Feed Window

    Click Post to add a new Chatter post.

    Chatter Post Box

    Click File to attach a file either from Salesforce or from your computer. File uploads via Chatter with related comments activates the Chatter Feed icon.

    Chatter File Attachment Selection Box

    Alternatively, the File Attachment selection box above opens when you click the paperclip icon of the particular task on the Task List.

    Click Thanks to send a thank-you note.

    Chatter Thank You Box

    From the More dropdown menu, click Link to add a website or webpage URL to your Chatter post, or click Poll to create an opinion survey of the task.

    The Chatter Feed icon is highlighted, which indicates that aChatter post has been left on this task. Click on the Chatter Feed icon to view the details, and add to the discussion.

    A new message indicator represented by a red circle with number on the highlighted Chatter Feed icon notifies you how many new posts have been posted since the last time you viewed the project.

    Depending on your Chatter Email Settings, you receive emails when someone follows you, posts to your profile or groups, and more. You can also receive daily or weekly digests with posts and comments from your personal feed and groups.

    To set your email notification preferences, follow these steps.

    1. Click your Profile found in the upper right corner of the Inspire Planner page.

    2. Click Settings from the pop-up.

    3. On the left pane, expand Chatter, and select Email Notifications.

    4. On the right pane, enable or disable the checkbox and radio button selections according to your preferences.

    5. Click the Save button to save your settings. Otherwise, click Cancel.

     

     

     

     

     

     


    Tags

    Chatter & File Attachment

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