Team Chat


To be able to send quick, text-like or "chat" messages to your team of colleagues, you may want to utilize the Team Chat feature. 


Setting up a Team Chat 


To create a new Team Chat, locate the "Team Chat" category on the left navigation. There will be a "+" icon located just to the right of the category name. Select the "+" icon to start creating your new Team Chat.



After clicking on the "+" icon, a pop-up window will appear. You will be prompted to give your Team Chat a name as well as select the members you would like included in the Team Chat.



When selecting your Members, type in each name individually to search for the user. Select the user to add them to the Team Chat. Repeat this process until you have all members selected.



To find your Team Chat at a later time, you can either search for it in the left navigation or look for it under the Team Chat category.


Direct Message


To be able to send quick, text-like or "chat" messages to a specific colleague, you may want to utilize the Direct Message feature.


Setting up a Direct Message 


To create a new Direct Message, locate the "Direct Messages" category on the left navigation. There will be a "+" icon located just to the right of the category name. Select the "+" icon to start creating your new Direct Message.



After clicking on the "+" icon, a pop-up window will appear. You will be prompted to select the member that you would like to create a Direct Message line with.



After selecting the Member to add to your Direct Message, press the "Confirm" button to create your chat. The Direct Message window will then open up, allowing you to begin chatting with your colleague. 



To find your Direct Message at a later time, you can either search for it in the left navigation or look for it under the Direct Message category.