Chat keeps conversations next to the work they're about. Talk to everyone in General, in named rooms, in direct messages, or in the chat that belongs to a project, contact or deal. Turn a message into a task or a doc when the talking turns into doing.
Open chat
- In the actions sidebar on the right, choose Chat. If the sidebar is closed, press ⌘J on Mac or Ctrl+J on Windows.
- Chat opens on the conversation that fits where you are: Project chat on a project, Contact chat on a contact, Deal chat on a deal, and General everywhere else.
- To move to another conversation, choose its name at the top of the panel. The list shows Rooms and Direct messages.
A dot on the Chat button means there's something you haven't read.
Send a message
- Type in Write a message….
- Press ⌘↵ on Mac or Ctrl+↵ on Windows, or choose Send.
You can also:
- Type @ to mention someone. They get a notification.
- Add up to 2 images, 4 files, 1 video and 1 GIF to a message from the composer's toolbar, or drag files onto it.
- Choose Record a voice note to send up to 1 minute of audio. Choose Stop when you're done.
Reply, react, edit and delete
Hover over a message to see its actions.
- Reply opens a thread, so a side conversation doesn't bury the main one. Choose Back to channel to return.
- Add reaction adds an emoji.
- Edit message and Delete message work on your own messages for 15 minutes after you send them. Deleting removes the message for everyone and can't be undone.
Turn a message into a task or doc
- Hover over the message and choose Quick actions.
- Choose one:
- Create task opens a new task with the title, due date, priority and tags picked out of the message. Check them, then create it. If the message @mentions one person, they're suggested as the assignee.
- Create doc makes a doc from the message, formatting and all, and opens it.
Either way, the new task or doc is linked to the project, contact or deal the conversation belongs to.
Pin a message
Pin a message to keep it at the top of a room or General, such as an announcement or a link everyone needs.
- Choose Quick actions on the message.
- Choose Pin message.
Each conversation holds one pin, so pinning replaces the last one. Choose Unpin message to take it down.
Start a direct message
- Choose the + button (New conversation) at the top of the panel.
- Choose New message.
- Add one or more people and start the conversation.
Create a room
Rooms are for ongoing topics, such as design or hiring.
- Choose + (New conversation), then Create room.
- Give it a Name and, if you like, a Description.
- Choose its Visibility: Private — invite only, or Public — everyone in the org.
- For a private room, add Members.
- Choose Create room.
To rename a room, change its visibility or manage its members, open it and choose Room settings.
Good to know
- Only owners and admins can create rooms, and only once the organisation has more than 1 member. Anyone can start a direct message.
- Room settings are open to owners, admins, the room's creator and room admins. They can also delete anyone's message in that room at any time.
- Only owners and admins can pin in General. Pins aren't available in direct messages, or in project, contact and deal chats.
- Direct messages are private to the people in them. Owners and admins can't read them.
- Guests chat, react and reply where they've been brought in: a project they're on, the comments on tasks they can see, a room they've been added to, and direct messages. They don't see General or other rooms, and can't create tasks or docs from a message.
- A task's own conversation lives on its Comments tab. See Tasks.