Organize Conversations

Learning Goals

Understand how conversation organization and business context work in this application

Conversation organization & business context

Loading conversations...

Advanced Search

Advanced Search Use our hybrid search to find conversations and content

Client

Project

Content Type

Status

Start Date

End Date

Found conversations matching your search

Content Status Overview

Draft

Review

Approved

Rejected

Published

Root Conversations

Conversations not organized into folders

No conversations at root level

No conversations match your current filters

conversations match your filters. Folders are hidden when filters are active.

Project Folders

Folders organized by project

Create New Client

Client Name *

Company

Email

Phone

Industry

Notes

Create New Project

Client *

Project Name *

Description

Project Type *

Start Date

End Date

Budget

Create New Folder

Folder Name

Project (Optional)

Description (Optional)

Edit Folder

Folder Name

Project (Optional)

Description (Optional)

Edit Content Status

Status

Content Type

Project (Optional)

Assigned To (Optional)

Due Date (Optional)

Review Notes (Optional)