We build software, dev stacks & apps — and we still offer hosting.
hTech
Client Portal Start a Project

How to Use Discussions and Files in HTech PM Print

  • 0

How to Use Discussions and Files in HTech PM

This guide explains how administrators use Discussions and Files to communicate and exchange project assets.

Discussions

  • Use discussions to keep project communication centralized
  • Post internal messages for staff-only notes
  • Post client-visible messages for client communication

Files

  • Upload files from the project Files tab
  • Mark files as client-visible when appropriate
  • Keep filenames clear and consistent

Recommended Workflow

  • Use discussions for context and decisions
  • Attach files to the related discussion when possible
  • Use the Activity log to track major changes

Was this answer helpful?

Related Articles

How to Install and Configure HTech PM for Use in WHMCS How to Install and Configure HTech PM for Use in WHMCS This guide explains how to install,... How to Configure HTech PM After Installation How to Configure HTech PM After Installation This guide covers the recommended configuration... How to Create and Manage Projects in HTech PM How to Create and Manage Projects in HTech PM This guide explains how administrators create... How to Use Project Templates in HTech PM How to Use Project Templates in HTech PM Project Templates are reusable blueprints that... How to Use Product Mappings in HTech PM How to Use Product Mappings in HTech PM Product Mappings automatically create projects when...
« Back
Company
hTech WHMCS Modules
 
Agency•Conns