Team Chat

The Team Chat feature enables team members to communicate with others within their respective teams. Chats are organized by the teams you are affiliated with, making it easy to keep conversations focused. You can access Team Chat from the chat bubbles in the top right-hand corner.

Send a Message in Team Chat:

1. Click on the Team header:

   

2. Click the Team to Select the team you would like to send a message in.
3. Click in the text field where it says, “Type a new message..."

  4. Type your first message and either click enter or the blue arrow icon to send your message.

While in Team Chat, you can send an image or video, file, GIF, or give a Recognition by clicking the paperclip icon to the left of the, "Type a new message..." box. 

Send an Image:

1. Click the paperclip icon in the button left of the chat window and then click Photo or Video.
2. Select an image/video from your computer and click open to send the image.

Send a File:

1. Click the paperclip icon in the button left of the chat window and then click File.
2. Select a file from your computer and click open to send the file.

Send a GIF:

1. Click the paperclip icon in the button left of the chat window and then click GIF.
2. Choose the GIF you would like to send or Search for a specific key word.

Send a Recognition:

1. Click the paperclip icon in the button left of the chat window and then click Recognition.
2. Choose the Team Member you would like to recognize.
3. Sort through the Recognition options and choose your type.
4. You will have the option (if settings are enabled), to write additional text or add a company value before sending the recognition in the Team Chat.

While in Team Chat, you can right click on a specific message within the chat to perform the following items: 

1. Reply directly to a message by clicking "Reply".
2. Copy a message

3. Check the Engagement section to see who has read that specific message.

   

4. Pin a Message

1. Clicking Pin allows you to Pin an important message to the top of the Team Chat thread for yourself. This allows you to keep important messages easily accessible, so they don’t get lost in a busy Team Chat thread.

5. Create Task:

1. Creating a task from a message helps ensure you don’t forget important action items shared in chat—such as scheduling a revision, updating a timecard, or refilling the soap dispensers.

   1. Click on the message you would like to make a Task. 

   2. Click Create Task.

   3. Go to our Task feature and review the Task you created from a message.

   

6. Delete

1. Click on the message you would like to delete.
2. Click on red trash can icon.

PRO TIP: In Team Chat, by default, you will only be able to delete your messages. If permissions allow, you can delete others messages.