Understanding Stakeholder Conversations

Mathew Harvey

Stakeholder Conversations let you centralize all communication with your stakeholders in one convenient location, ensuring you maintain a complete record of interactions. Here’s how it works:

You start a conversation by setting a subject and content (similar to sending an email or private message).
The stakeholder receives both an email and a platform notification with your message.
They can reply by email, which automatically logs their response in the platform, or they can use a magic one-click login link in the email to access the conversation directly on the platform. This link bypasses the need for them to remember login details.
Every message, reply, and attached document stays tracked in the conversation thread for you and your team to view and manage.

Starting a Conversation with a Stakeholder

Open the Conversations Menu

In the main navigation, click on Conversations.

Create a New Conversation

Click the New Conversation button.

Fill Out Conversation Details

Select a Stakeholder: Pick the stakeholder you want to communicate with.
Conversation Title: Enter the subject line.
Conversation Message: Write your initial message content.
Related Project (optional): Link the conversation to a project, if applicable.
Conversation Category (optional): Categorize your conversation for easy filtering.

Create the Conversation

Click Create Conversation.
Upon success, you will be redirected to the new conversation page.

Manage the Ongoing Conversation

Add Team Members: Involve additional team members as needed.
Upload Documents: Attach files for the stakeholder to view.
Add Further Replies: All replies you post will be emailed to the stakeholder, and any responses they send (by email or on the platform) will be automatically logged here.

That’s it! With Stakeholder Conversations, you have a powerful yet simple way to keep all communication in one place while making it easy for stakeholders to respond on their terms.