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Tutorials, Videos and tips to get up to speed and get work done.
How to Use Hybrid Conversations in Clariti
Teams waste time switching between emails, chats, files, and tasks, losing context along the way. Decisions get delayed, and project visibility suffers.
Clariti’s Hybrid Conversations panel solves this by showing all communications and files tied to a subject in one unified timeline, so you can access full context without digging through multiple tools.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Access and navigate the Hybrid Conversations panel.
- View emails, chats, files, and to-dos grouped by subject.
- Explore the timeline to see full context for any topic.
- Quickly locate files or messages tied to a subject.
Detailed Sections
How-To: Access the Hybrid Conversations Panel
Steps:
- Click “Conversations” in the left menu panel.
- Go to the Hybrid Conversations lists in the main interface to browse the list of Context-based conversations (e.g., “Marketing Discussions,” “Budget,” “HR Policies”).
- Click a subject to view its unified timeline.
Tips: The panel acts as a single source of truth. All related communication and files appear together, saving time and reducing context-switching.
How-To: View the Unified Timeline
Steps:
- Within a selected subject, the timeline displays emails, chats, calls, files, and to-dos/events chronologically.
- Scroll through the timeline to review all activity.
- Files linked to the subject (like “Client Presentation.pptx”) are shown alongside messages.
Tips: Seeing everything in one place ensures you understand the full picture, from past discussions to decisions and shared resources.
How-To: Navigate Sub-Topics
Steps:
- Some subjects may have multiple sub-topics (e.g., “All 7 Subjects” under “Marketing Discussions”).
- Expand or collapse sub-topics to focus on the conversation area you need.
- Use the timeline or filters to locate specific messages or files quickly.
Tips: This organization keeps large projects manageable, allowing you to drill into details without losing the overall context.
Supplementary Links
- Clariti Features Overview: Unified Communication (No App Switching)
- Related Tutorial: Organizing by Topic and Subject
Hybrid Conversations in Clariti don’t create new threads they provide instant visibility and full context for every subject. Everything your team needs to make decisions is displayed in one chronological, subject-based view.
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