Using Project Discussions to Collaborate in Britixo?

Introduction:

Britixo CRM includes a built-in discussion board for every project, helping your team and clients communicate efficiently without relying on email threads. You can start new discussions, reply with comments, and optionally allow clients to participate or keep discussions private for internal collaboration.

Step-by-Step: Using Project Discussions

1. Open a Project

• Go to Projects from the sidebar
  
  

• Click on a project to open its details page
  
  

2. Navigate to the Discussions Tab

• In the project menu, click Discussions
  
  

• You'll see a list of current discussions, if any
  
  

3. Start a New Discussion

• Click the green New Discussion button
  
  

• Fill out:
  
  

• Subject: The title of the topic (e.g., "Client Feedback – Round 1")
  
  

• Description: Initial post content
  
  

• Show to Customer: Check this box if you want the discussion to be visible to the client
  
  

• Click Save
  
  

The discussion is now active and will appear in the project’s Discussions tab.

Participating in a Discussion

• Click any discussion title to open it
  
  

• You’ll see the original post and all replies
  
  

• Use the Comment box at the bottom to post a reply
  
  

• Upload files or images if needed (file button below comment area)
  
  

• Replies are timestamped and show the user who posted them
  
  

If Show to Customer is enabled, clients will see the thread and can comment back.

Private vs Client-Visible Discussions

You can change the visibility of an existing discussion later by editing it.

Attachments and Files

• Comments can include file attachments (images, PDFs, docs)
  
  

• All uploaded files are also shown in the Files tab of the project
  
  

• Visibility of the file follows the visibility of the discussion
  
  

Notifications

• Staff assigned to the project are notified of new comments or discussions
  
  

• Clients receive a notification if they are mentioned or if the thread is visible to them
  
  

Tips:

• Use separate threads for different topics to avoid confusion
  
  

• Keep internal strategy and notes private using unchecked visibility
  
  

• Use discussions for updates, feedback loops, and approvals.