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Internal Messaging

Pipeline includes an internal messaging system for team communication, available on both web and mobile.

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Sending Messages from the Dashboard

The Activity Panel includes a Message button for quick messaging:
  1. Click Message in the Activity Panel
  2. Select recipients from the grid (use Select All or pick individually)
  3. Type your message (up to 1,000 characters)
  4. Click Send

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Job-Specific Messages

You can also send messages linked to specific jobs from the job’s Communications tab or the mobile app’s Messages tab.

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Mobile Messaging

On the mobile app, the Messages tab in the bottom navigation shows:
  • Inbox — Received messages with an unread count badge
  • Sent — Messages you have sent
Messages are grouped by date with headers like “Today”, “Yesterday”, or the specific date. Composing on mobile:
  1. Tap the New Message button (pencil icon)
  2. Search and select recipients (shown as removable chips)
  3. Type your message
  4. Tap Send

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Unread Indicators

Unread messages are marked with a blue dot. The Messages tab badge shows the total unread count.

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Dismissing Messages

On mobile, swipe left on any inbox message to reveal the Dismiss button. This removes the message from your inbox view.