ForemanFOREMAN

Messaging

Message your team directly, start group conversations, and comment right where the work lives — on records, tasks, daily logs, and files.

Messaging keeps your conversations inside Foreman, next to the work they're about — so decisions don't get buried in texts and email chains. You can message a teammate directly, start a group conversation about a project, and drop comments right on the records, tasks, daily logs, and files you're already working in.

Open your messages

  1. From the sidebar, click Messages.
  2. You'll land on your inbox — a list of your conversations with who it's with, the latest message, and when.
  3. Click a conversation to open it. Unread conversations show bold with a count; to send one back to your unread pile, hover a message and choose Mark as unread from its menu.

Every project also has its own Messages tab — open a project and you'll see just that project's conversations (messages linked to the project, plus discussions on its records, daily logs, tasks, and files). The New message button there starts a conversation already attached to the project.

Don’t see this?

If you don't see Messages in the sidebar, your role may not include messaging. Ask your organization owner to grant it. Clients and vendors can always read and reply to conversations they're part of.

Start a new conversation

  1. Click the New message button at the top of the inbox.
  2. To — add the people: teammates, clients, or vendors, one or a whole group.
  3. Name it — optional. The title at the top (next to the pencil) is editable — give the conversation a name ("Tile delivery timing", "RFI 4: hood vent CFM") or leave it blank and it's named after the people in it.
  4. Project — optional. Link the conversation to a project and it shows on that project's Messages tab. (From a project's own Messages tab, the project is already filled in.)
  5. Write your message in the box at the bottom and press Enter to send (Shift+Enter for a new line).

Reply to a message

Hover any message and click Reply — your reply posts into the conversation with a small quote of the original above it, so it's clear what you're answering.

Note

The To line is always the truth about who sees a message. When you message a client or vendor, they get an email and can read and reply from their portal — so quotes, questions, and decisions stay on the record instead of scattered across texts.

Send and reply

  1. Open any conversation from the list.
  2. Type in the box at the bottom and press Enter to send (Shift+Enter for a new line).
  3. To loop someone in, type @ and pick a teammate — they'll be notified.
  4. Use attach to add a file to your message.

Messages support formatting via the toolbar, and you'll see an (edited) marker if a message was changed.

Find and filter

  1. Type into Search messages… to match a conversation's title, a sender, or message text.
  2. Click Filter to narrow the list — All, Unread, Sent, or Direct.

Fix or remove your own messages

On any message you sent, open its menu to Mark as unread, Edit comment, or Delete comment.

Comment right where the work is

You don't have to come to the inbox to start a conversation. Open the discussion panel on the thing you're working on and the comments there become a conversation, tied to that item:

  • A record you're building (proposal, invoice, change order, and so on)
  • A task
  • A daily log
  • A file

These in-context comments are for your internal team, and they also show up in the project's activity feed so nothing gets lost.