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.
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.
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.
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.
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 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.
Choose the + button (New conversation) at the top of the panel.
Choose New message.
Add one or more people and start the conversation.
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.
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 can chat, react and reply like everyone else, but can't create tasks or docs from a message.
A task's own conversation lives on its Comments tab. See Tasks.
