Clients and the portal
Comments and messages
Each task has comments, and each project has a Conversation on its Client tab that your client always sees. Task comments are Internal by default, so only your team sees them. Switch one to Shared with client when you want your client to see it.
Task comments
Open a task and write in the comment box. In the bar at the bottom of the box, a button shows who will see it: Internal (“Only your team can see this comment”) or Shared with client (owner on commercial projects). Click it to switch before you post.
The project conversation
The Conversation on the Client tab (Owner on commercial) is always shared with your client. Use it for general updates and questions. Your client can write there and comment on tasks too.
Who gets an email
- When your client writes, the project's managers and superintendents get an email, plus the person assigned to the task.
- When your team writes in the client conversation, your clients get an email.
- Internal comments don't email anyone.
Good to know
- Field and up can comment on the projects they're on. Viewers can't.
- You can edit or delete your own comments from the comment's menu.
- On paid plans, Summarize and Draft reply help with long threads. See Thread summaries and replies.
Did this answer your question?
Related articles
- Add photos and videos to a commentAttach photos and videos to any comment or message, up to 10 files per post and 100 MB each. On a phone you can take a photo or video straight from the camera. PDFs, such as a quote, can be attached to approval requests.
- What your client seesYour client sees their own project's progress, task names, dates and status, the approvals you ask for, and messages and comments you share with them. They never see prices, internal comments, your team or other projects. Invoices reach them only through their own payment link.
- What emails does Sora Build send?Sora Build emails people when something needs them: team and client invites, approval requests, new messages on a project, and client invoices. They come from noreply@sorabuild.com. Internal comments don't send email.
Still stuck?
Signed in? Ask our support agent from the ? menu › Ask a question. Or write to us and a person will answer.