Chat and tasks
Chat: groups, messages and threads
Chat is not an added feature here, it is where work starts. Everything created after it — a task, a document, an invoice — stays linked to the message it came from.
Steps
- Start a direct conversation with a colleague, or a group for a team or a specific project.
- Write your message, attaching files or images inside it directly.
- When one message grows a long discussion, open a thread on it instead of letting it swallow the stream.
- Mention a colleague with @ when you need something specific — they get a notification and the request is not lost.
Worth knowing
- Give every project its own group. A conversation tied to a project gives context to every task born from it.
- Client conversations and sales channels arrive in the same platform, so nobody hops between four apps all day.
The module this belongs to: Explore Chat
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