Conversations / 03

Turn messages into project memory

Decisions remain available with author and date. New participants can understand what was agreed without reconstructing conversations.

5 minutes
MessagesTorre Ámbar+Search conversations...#GeneralLet's align on the RFI...2m3RMRoberto MéndezEl encofrado está listo14mLFLucía FernándezRevisa el budget update1h1CACarlos AndradeOK, lo proceso hoy3h📦MaterialesRecepción mañana 8am5h#General5 members · Torre Ámbar📎 FilesTodayLF@Roberto el encofrado del nivel 3 — ok?09:14Sí, confirmado para esta tarde09:16 · ✓✓RMLFPerfecto, le aviso al equipo de materiales09:17CA📄Planos-Nivel3-v2.pdf2.4 MB · PDF09:21Lo reviso ahora mismo 👍09:22 · ✓✓RMLFtyping...Type a message...📎
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In this guide

What you'll learn

01

How turn messages into project memory works inside Perfour.

02

What information you need and how it stays connected to Conversations.

03

How to preserve traceability and find the record later.

Step by step

How to complete decision history

  1. 01

    Understand the objective

    Conversations centralizes team messages inside Perfour's context. It can organize exchanges by project or topic and preserve authors, dates, mentions and files beside the decision. This guide focuses on turn messages into project memory.

  2. 02

    Prepare decision history

    Create a conversation with a name and participants, write the message with enough context and mention anyone who must act. Attach files or select a related entity when useful.

  3. 03

    Complete the workflow in Perfour

    Start the channel or conversation, add participants, exchange messages and files, and preserve the resolution in the same thread. Typing indicators and real-time updates support coordination. Author and date turn messages into searchable memory.

  4. 04

    Review relationships and traceability

    Messages can include system entity previews and files. This relationship keeps discussion close to the budget, task, RFI or object it references. Keep the official response in the module that governs the process—for example, an RFI—and use conversation to coordinate. End each discussion with a clear decision or next owner.

FAQ

Frequently asked questions

What is decision history and what is it for?+

Conversations centralizes team messages inside Perfour's context. It can organize exchanges by project or topic and preserve authors, dates, mentions and files beside the decision.

What information do I need to turn messages into project memory?+

Create a conversation with a name and participants, write the message with enough context and mention anyone who must act. Attach files or select a related entity when useful.

How is this process completed in Perfour?+

Start the channel or conversation, add participants, exchange messages and files, and preserve the resolution in the same thread. Typing indicators and real-time updates support coordination. Author and date turn messages into searchable memory.

Which other modules does it connect with?+

Messages can include system entity previews and files. This relationship keeps discussion close to the budget, task, RFI or object it references.

What should I check before considering it complete?+

Keep the official response in the module that governs the process—for example, an RFI—and use conversation to coordinate. End each discussion with a clear decision or next owner.