What are Messages?
Messages is a shared inbox at the organization level where review requests, system notifications, and team communications are collected. It gives your team a central place to track items that need attention across all projects in the organization. Messages are created automatically by automation Review steps or by the system. Each message belongs to a specific project but is visible from the organization-wide Messages page.Accessing Messages
Click Messages in the organization navigation bar. The Messages page shows all open messages across projects in the organization.Message Cards
Each message appears as a card with the following information:| Field | Description |
|---|---|
| Status | Open or Closed |
| Title | The message subject |
| Description | A preview of the message content |
| Created | When the message was created |
| Due | Optional due date |
| Assigned | Team member the message is assigned to |
Managing Messages
Assigning
Select a team member from the Assigned dropdown on the message card to assign it. Any organization member can be assigned.Viewing Details
Click View on a message card to open the full message detail page within its project. The detail page shows:- Message thread — the full description and any replies
- Review data — if the message was created by a Review step, the key-value data pairs from the automation are displayed with an Approve button for items in wait mode
- Sidebar — status, creator, assigned user, participants, and timestamps
- Replies — team members can add replies with attachments to discuss the message
Approving Reviews
When an automation Review step creates a message in wait mode, the workflow is paused until a team member approves it. On the message detail page, click the Approve button on the review data card to resume the workflow.Review steps in continue mode create messages for visibility but do not pause the workflow — no approval is needed.
Dismissing
Click the menu icon on a message card and select Dismiss to remove it from the inbox. Dismissed messages are hidden but not deleted.Messages from Automations
Automation Review steps are the primary source of messages. When a Review step executes:- A message is created in the target project with the configured title and description
- The review data (key-value pairs) is attached to the message
- The message appears in the organization Messages inbox
- If the review mode is wait, the workflow pauses until the message is approved
Related Documentation
Review Step
The automation step that creates review messages.
Project Inbox
Project-level inbox where messages also appear.