Messages is the internal chat of your workspace. It is for you and your teammates only: clients and leads do not see it.
Before you start
- You need at least one teammate in the workspace. The Free plan has one user, so add your team on a paid plan first.
Steps
- Open More in the side menu, and under Communication choose Messages.
- To talk to one person, click New chat, search by name, email or job title, and click the teammate. The conversation opens right away.
- To talk to several people, click New group. Type the Group name, tick the teammates, and click Create.
- Type in Write a message… and send. Use Attach to add a file From your device or From files.
- Each message has options to Reply, Edit, Copy or Delete. Delete removes the message for everyone.
- To call, open the conversation and click Voice call or Video call in its header. Teammates get the invite in the chat and click Join.
Good to know
- The tabs above the list split your conversations into All, Direct, Groups and Calls. The Calls tab keeps the call history.
- The search box looks in conversation names and inside messages.
- Open Conversation details to see Members and Shared files, Add members, Rename a group, Mute notifications or Leave group.
- Your browser asks for microphone and camera access the first time you call. If you refuse, you can only listen and watch.
- Groups of delivered projects move to Archived. Their full history stays there.
- Client conversations do not arrive here. This page is for the team only.