ClockWise HR

ClockWise HRGuideOrganising conversations

Organising conversations

Star what matters, archive what is finished, sort conversations into your own folders — and, as a conversation's owner, add or remove people, rename it, lock replies or close it.

Starring, archiving and folders are yours alone: they change nothing for the other participants. Changing the conversation itself is for its owner — the person who started it — or the administrator.

These pictures show the Email layout — see Sending a message.

1Star, archive, file

Beside each conversation, the star marks it; it then also appears under Starred. The archive button moves it out of the inbox into Archived; open Archived and archive it again to bring it back. The folder button above the list moves the ticked conversations into a folder.

Star, archive, file — Organising conversations

2Your folders

The cog beside FOLDERS opens Manage Folders: create a folder with a name, colour and icon, rename it, or delete it. Deleting a folder puts its conversations back in the inbox.

Your folders — Organising conversations

3As the owner

Open the conversation:

  • Participants, on the right — the person icon adds people; the ✕ removes one, who then no longer sees the conversation.
  • The menu — rename the conversation, or close it. A closed conversation stays readable, but nobody can reply.
  • Lock this conversation — stops replies until it is unlocked; the reply box says who locked it. Here, Nadia Khoury locked the audit thread once the plumber was booked.
  • Forward — starts a new conversation with other people, its first message a copy of this one’s messages.
As the owner — Organising conversations

What happens next

The others see the lock or the closed status at once; what you star, archive or file stays your own view.

Note

In the Chat layout the star, archive and folders are there, but folders cannot be created or edited — the cog does nothing — and the lock cannot be switched. Create folders and lock conversations in the Email layout, or ask the administrator.

If it goes wrong

What you see What it means
No lock switch Your account may not lock conversations.
No add or remove buttons on participants You are not the conversation’s owner.