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Communication & Collaboration

Share files and mention teammates

Give project messages useful context with controlled files and targeted mentions.

3 min read  ·  Last updated: August 2026

Project chat communication panel
Project chat communication panel
Project conversation workspace
Project conversation workspace
File upload form for controlled project files
File upload form for controlled project files

Share in context

  1. Open the correct project or private conversation.
  2. Attach the file or link the existing project record instead of creating an unnecessary duplicate.
  3. Use @ to mention the teammates who need to respond.
  4. Add a short explanation and the action or decision required.

Protect information

Confirm the conversation participants and file permissions before sharing controlled, personal or commercial information.