Chat and Comments

Learn how to use chat and comments to collaborate with your team and clients

Updated over a week ago

Team and Client Chat

The Chat feature in BuildBook is perfect for back-and-forth communication with team members and clients throughout a project. You can use BuildBook Chat to replace text messaging and keep all of your project discussions in one place, and everyone on the same page.

Here are a few things to know as you start chatting with your team and clients:

  • Chat in BuildBook works like SMS-style texting and can be used on both the web and the mobile app.

  • You can tag (@mention) anyone in the room (who has been invited and accepted that Project invite) to notify them that there is a new chat message for them. Anyone @mentioned will get an email notification that they have a new message and will see a red notification bell badge in the web app.

  • You can upload pictures directly into chat rooms from any device.

  • Remember that collaborators with Limited Chat Access only have access to the Team Chat, and clients only see the Client Chat in their dashboard.

You can access the Team and Client chat for your Projects in a few ways:

  1. From the Global Chat tab

  2. From the Project Chat tab

Global Chat Rooms - Chat Inbox

To access the Global chat rooms, you will want to click on the Chat tab at the top of the page. There you can see chats from every project in one location. When you click on the project name it will open a new page so you can see client and team chats in one convenient location.

Project Chat Rooms

To access a Project's chat rooms, visit a specific project and click on the Chat tab. There are two dedicated chat rooms for each project: one for your team members and collaborators and one for clients.

Unread Chat Messages

When you have unread chat messages on any of your projects, a blue badge will appear on the chat icon in the upper right corner. Click on the chat icon to go to your chat inbox, which will show all of your projects with unread messages.


Another place to have discussions around more specific project items is through the comments.

Once you create a new item in BuildBook, whether that be a Task, Phase, Budget item, or Selection, a comment box appears at the bottom. From here, you, your team, and your clients can have a conversation about that item.

For example, if a client has a question about a Daily Log you recently posted, they can @mention you and you'll get a notification. Then you can go in and respond and you can continue that conversation there.

You can also post attachments within comments to add additional details.

Edit Chats and Comments

Comments and Chats can be edited by the sender once they are posted by clicking the ••• menu on an existing Chat or Comment, choose Edit, and make any changes.

When a Comment or Chat has been edited we’ll show an “(edited)” tag next to it, so that everyone’s on the same page.

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