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Messages Center Navigation and How to Start a New Message for General Contractors

Communicate seamlessly with your team and contacts using the Messages Center in planHub. This guide walks you through how to find, organize, and manage project and general messages, so you never miss important updates.

Step 1: Click the Messages icon in the upper right corner of your planHub account.

Step 2: In the left panel, select the Projects tab to view messages related to specific projects—these include conversations from Bid Leveler or project-specific directories.

Step 3: Click the General tab to see messages sent from your team via the directory or the Lead Finder.

Step 4: Select the All tab to view a combined list of both project and general messages.

Step 5: To respond to a message, select it from your list. Type your reply in the text bar at the bottom, then click the arrow icon to send it.

Step 6: For more options on any message, click the three dots (...) on the right side to open a drop-down menu with actions like muting the conversation or blocking the user.

Step 7: Click the info icon (a lowercase i) at the top right of a message to view more details. In the pop-up window, you'll find information about members, files shared in the message, and quick links.

Step 8: Close the info window by clicking the X in the upper right corner.

Step 9: Use the Search all channels taskbar at the top to find messages. Enter keywords such as project names, contact names, or file names, then press Enter.

Step 10: Below the search bar, see indicators showing how many messages, company names, projects, files, or people match your keyword.

Step 11: In your search results, click the three dots (...) on the right of a message for further options: mute, block, mark as unread, reply, edit, or delete.

Step 12: Add emojis to messages using the emoji icon found to the right of the action menu.

The Messages Center in planHub keeps all your project and team communications organized in one place. Use tabs, search, and message actions to streamline your workflow and stay on top of every conversation. 

 

 

Troubleshooting

Contact us if you need assistance or to report an issue:

  • PlanHub Contact Page: https://planhub.com/contact/
  • Customer Facing Support Ticket Link: https://knowledgebase.planhub.com/knowledge/kb-tickets/new
  • Customer Success Team: CustomerSuccess@planhub.com