Getting Started Guide

Chat Topics

Chat topics allows you to collaborate with other project users. You can create private or public chat rooms based on your business requirement.

Table of Contents

New Chat Topic

You can start a new chat topic to initiate a chat with one person or a group.

To add a new chat topic :

  1. In Home section, click Projects.
  2. In Projects list view, select the required project.
  3. Click Chat and then click New Chat Topic.
    New Chat
  4. In Chat Topic, specify the topic name.
  5. If required, select Make this chat as public to enable the chat room for other project users. 
  6. In Select Participants, choose the required participants.
  7. Click Add Topic to add the chat topic .

Edit Chat Topic

You can edit only the chat topic created by you and not by others.

To edit a chat topic :

  1. In Home section, click Projects.
  2. In Projects list view, select the required project.
  3. Click Chat and then click to open the required chat topic.
  4. Hover over the name of the chat topic.
    Edit Chat Topic
  5. Click Edit Topic.
  6. Modify the chat topic details as required.
  7. Click Edit Topic to update the changes.

Archive Chat Topic

You can archive the chat topic created by you and also download the chat, if required.

To archive a chat topic :

  1. In Home section, click Projects.
  2. In Projects list view, select the required project.
  3. Click Chat and then click to open the required chat topic.
  4. Hover over the name of the chat topic.
  5. Click Archive chat.
    archive-topic
  6. A warning message about archiving the chat topic is displayed.
  7. Click OK to archive the chat topic.

Note:

  • You can filter chat rooms.
  • For each project there is a default chat room created with an asterisk.
  • Public chat rooms are displayed with green status and private chat rooms with red status.

Related Topics

Inivite Participants

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