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Collaborating with users by using Pulse

Updated on May 11, 2022

Resolve your work faster by using Pulse. By sharing information in Pulse, users can work together to complete their work more effectively.

  • Posting a message in Pulse

    Post a message in Pulse to share information, for example, the status of a case, or to ask a question in a conversation thread. By posting your message in the correct context, you control who can receive notifications, view your messages, and post replies.

  • Replying to a message in Pulse

    You can reply to a message in Pulse to continue a conversation. For example, a project manager responds to a message in which one of the developers asks for clarifications about a task in the upcoming sprint.

  • Restricting case references in Pulse

    You can control which cases users can reference in the messages that they post to Pulse. By limiting the choices in the list of suggested cases, you can help users create messages more quickly.

  • Tagging a message in Pulse

    Categorize a message by tagging it in Pulse. By associating similar messages, you can help users find information that they need to resolve a case. For example, if all Pulse comments that are related to a bug contain the bug ID tag, users who work on the bug can quickly find all of the related information.

  • Managing Pulse messages

    Actively manage messages in Pulse so that you can quickly find relevant conversations or attachments.

  • Creating a task in Pulse

    To manage case work that needs to be completed within a specific period of time, create a task in Pulse and assign the task to other case users or to yourself. For example, you can assign a task to yourself as a reminder to upload address documents to a Car Loans case by the end of the day.

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