Record Audio Messages for Project Conversations

Use the Project Settings option under the Jobs List submodule to record audio messages for project conversations.

To use Jobs List, you must have access to Jobs as defined in User Access Rights under Settings.

To record an audio message for a project conversation:

  1. On the main toolbar, click Jobs .
  2. In the left pane, click Jobs List.
  3. Highlight the job that is associated with the project conversation that you want to record an audio message for.
  4. Click Further Options and select View Project Settings.
  5. In the Project Settings dialog box, click the Project Conversation tab.
    WorkBook displays the project conversation threads in the left pane and the comments on the selected conversation in the right pane.
  6. In the left pane, highlight the project whose conversation you want to record an audio message for.
  7. Under the Type a Comment or Drag Files Here field, click Record an Audio Message and start recording your message.
    Note: You can use either your computer's default microphone or attach an external one.
    The Record an Audio Message icon turns red while recording is ongoing.
  8. After recording your audio message, click Record an Audio Message again and enter a file name for your recording.
  9. Click OK.
    The saved audio recording appears as an attachment.
  10. In the Type a Comment or Drag Files Here field, enter your comment and click Publish or Private.
    WorkBook displays the new comment at the bottom of the list of comments.