Add

Creates a new exchange. Exchanges - Creating, duplicating and modifying an exchange

Duplicate

This button saves time when creating an exchange. It copies information from one exchange to a brand-new exchange.

A form is then displayed.

This button appears in the contextual menu exchange.

Edit

This button is used to modify a previously created exchange .

Modify en masse

This button allows you to modify information on several exchanges with a single click.

See Exchanges - batch edit exchanges

Edit

Quickly editexchange attributes (text, date, etc.)

This button appears when you hover over an exchange.

Delete

Allows you to delete a previously created exchange .

This button appears in the contextual menu an exchange

Mass deletion

Use this button to delete one or more exchanges at a time. A confirmation window appears to confirm the deletion.

Fold

Folds a break (depending on view settings)

Unfold

Unfold a table row: display certain elements (depending on the grouping selected)

Fold everything

This button folds all lines: attributes in theexchange

Unfold all

This button allows you to expand all lines: attributes inexchange.

Sort

This button is used to sort :

• in ascending order on first click (down arrow)
• in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Summarize using AI

This button allows you to generate an task summary of task content. The summary appears in real time in a sidebar on the right, without interrupting your reading.

The button is disabled if the content to be analyzed exceeds 2,000 characters (including HTML).

Export

This button appears in the contextual menu exchange.

Used to export the list of exchanges. The attributes displayed are those set in the view break or not...). The file is directly downloaded and named EXPORT-DATE.xlsx. It contains :

• Subject : Subject orexchange title
• Creation date date on which theexchange was created.
• Transmitter : Transmitter or creator of theexchange
• Message : Message orexchange content
• Attachment :Attachment(s)heexchange

Filter

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

🚩

Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

Duplicate

This button saves time when creating an exchange. It copies information from one exchange to a brand-new exchange.

A form is then displayed.

This button appears in the contextual menu exchange.

Edit

This button is used to modify a previously created exchange .

Seehistory

This button is available from the contextual menu of an exchange. It provides an overview of all modifications made.

Delete

Allows you to delete a previously created exchange .

This button appears in the contextual menu an exchange

Share

Allows theexchange to be e-mailed to contacts. This button appears in the contextual menu an exchange

Here are the fields found in this screen:

‣

Recipients A

You can select users or search for them so thatexchange can be sentexchange by email. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

‣

Other A

Enter an email address to sendexchange someone outside the app.

A ; must be added between each email address.

‣

CC recipients

You can select or search for users so thatexchange is sentexchange via email as a carbon copy. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

‣

Other CC

Enter an email address to sendexchange someone outside the app as a carbon copy.

A ; must be added between each email address.

‣

Message in mail header

This field is used to enter text that will be displayed in the e-mail header, such as a comment.

‣

File in mail

If this box is checked, the attachments fromexchange included in the email

‣

Comments in the mail

This field lets you choose whether to include comments fromexchange your email. You can choose between: No comment, Last comment and All comments.

Fold

Folds a break (depending on view settings)

Unfold

Unfold a table row: display certain elements (depending on the grouping selected)

Fold everything

This button folds all lines: attributes in theexchange

Unfold all

This button allows you to expand all lines: attributes inexchange.

Attributes

This button lets you addexchange attributes exchange These attributes must be added to anexchange template . exchange You can then select a template the attributes will be added toexchange created. You can also deselect attributes to remove them fromexchange.

Members

This button adds two fields (if not already added):

• Transmitter
• Participants

It will also be possible to deselect fields in order to delete them.

Dependencies

This button is used to add a field (if not already added):

• milestone or phase

It will also be possible to deselect fields to remove them from theexchange.

Dates

This button is used to add a field (if not already added):

• Declared date

It will also be possible to deselect fields to remove them from theexchange.

Document

This button is used to add a field (if not already added):

• Attachment(s)

It will also be possible to deselect fields in order to delete them.

Insert template attributes

This button selects anexchange template exchange and insert the attributes added in the template into theexchange. This button appears in the contextual menu exchange.

Add a file

This action concerns the Attachment(s) You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled .pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...

Add an attachment

This action concerns the Attachment(s) This button allows you to add a new line to the list of attachments, and therefore add a new file.

Edit attachment

This action concerns the Attachment(s) This button allows you to change information about an attachment that has already been added.

This window will then appear:

You can therefore modify three fields concerning the attachment:

• Wording
• status
• Version

Delete attachment

This action concerns the Attachment(s) This button allows you to instantly delete the attachment.

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

Register

Validates your changes. This may redirect you to the previous page on some screens.

Duplicate

This button saves time when creating an exchange. It copies information from one exchange to a brand-new exchange.

A form is then displayed.

This button appears in the contextual menu exchange.

Seehistory

This button is available from the contextual menu of an exchange. It provides an overview of all modifications made.

Share

Allows theexchange to be e-mailed to contacts. This button appears in the contextual menu an exchange

Here are the fields found in this screen:

‣

Recipients A

You can select users or search for them so thatexchange can be sentexchange by email. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

‣

Other A

Enter an email address to sendexchange someone outside the app.

A ; must be added between each email address.

‣

CC recipients

You can select or search for users so thatexchange is sentexchange via email as a carbon copy. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

‣

Other CC

Enter an email address to sendexchange someone outside the app as a carbon copy.

A ; must be added between each email address.

‣

Message in mail header

This field is used to enter text that will be displayed in the e-mail header, such as a comment.

‣

File in mail

If this box is checked, the attachments fromexchange included in the email

‣

Comments in the mail

This field lets you choose whether to include comments fromexchange your email. You can choose between: No comment, Last comment and All comments.

Delete

Allows you to delete a previously created exchange .

This button appears in the contextual menu an exchange

Visit

Allows you to consult theexchange.

This button is only available for editing.

Fold everything

This button folds all lines: attributes in theexchange

Fold

Folds a break (depending on view settings)

Unfold all

This button allows you to expand all lines: attributes inexchange.

Unfold

Unfold a table row: display certain elements (depending on the grouping selected)

Register

Validates your changes. This may redirect you to the previous page on some screens.