Communication with Clients and Team on the Portal

Okay, in this video, we're going to talk about communication with clients and with the team on the portal. There are two types of communication that take place. There's private communication and public communication. Public is going to be communication where the team and the client can see the communication. And private communication will be communication that only members of our team can see, that type of communication. So let's talk about public communication first. That is communication with a client. So for an example of this, let's go over and look at a project. So we're going to go to the projects page, and now I'm going to choose this project, the History of Space Mountain. So just like we had on Basecamp, where you would communicate via a comment on a file, that's the same thing that's going to happen here. So in this case, pretend that I need to notify the client that a couple of assets are ready. You'll see here the standard audio editing is marked as complete, and so is the audiogram. So if I scroll down here and go to the final files folder and expand that folder, you'll see that indeed, both of these assets are here in the final files folder. So let's click on one of those, and then you'll see the comments section open up here. I can come down here to leave a comment and I can tag the client. In this case, the client is Walt Disney and let him know that the audio is ready for review. Go ahead and send that comment through. We could also go back and grab the audiogram if we wanted to do that as well. It's the same process and let them know that the audiogram is ready. But no need to show you that. Again, it's the same process. And over here in a different screen, I am going to go in as Walt. You won't be able to see this, but I'm going to go to Walt's. Here we go. Walt's ID that I have in a. In a different window. And I'm going to go to the same file and I'm going to leave you a comment. And I could refresh, but since I moved off the page, we'll just see it here when I go back to it. And now you can see that the client has commented back. So this is a way where we can communicate with clients. We could also communicate other team members. Let's tag Brittany here for, for example, or Mike, or anyone who's on this project, you can tag them. And this communication is going to be visible by everyone. That's on the project, both the team and the client, the same thing could happen on a raw file. Let's say the client leaves us some. Some new file, maybe they forgot to upload the ad or something like that. So we could go in here to the raw files and, and tag somebody here, Mike, here are the editing notes so you can see how you can comment on files. And those can be with team members and with the client. So that is the public communication method. Now let's take a look at the private communication method. So let's go to the projects section and once again we're going to choose the History of Space Mountain. Now let's go into, let's say, social image pack and you've got the team talk section here. And so I might say. And what is the status of this? The client is asking for an update. All right. And so this is now only going to be visible to our team. The client doesn't even have access to a task page like this, so the client will never see it in another window. I'm signed in as myself. So I'm going to navigate over to this project and go to that comment and I'm going to leave a comment there and then refresh here. Oh, it just showed up. I didn't even have to refresh. I didn't realize that. So you can see how the team talk section is working where we can talk back and forth between the two of us on a specific task. So those are the two ways we can communicate here on the portal.