Appearance
Chat
The Chat tab is your team's messaging: one-to-one messages, group chats, threads, photos, files and voice messages. Site Connect also posts updates here — for example a request waiting for your approval.
Where to find it
App menu: Chat — on the default menu. The red number on the tab is your unread messages. Who can use it: everyone in your workspace. Chat is the same on the web — see Chat.
Your conversation list
At the top you'll see your photo, your workspace name and your name. Tap your photo to open Personal. On the right are the search button and +.
Under that, three quick filters: All, Unread, and @ (conversations where someone mentioned you). Tap the funnel for more Filters: Pinned, Group, Direct message, Thread, Done, your labels, and Hidden.
Besides your conversations, the list has two fixed entries:
- Saved messages — a private space only you can see. Write notes to yourself, and find the messages you saved.
- Site Connect — system updates and announcements.
Tidy the list. Press and hold a conversation to Pin to top, Mark as read / Mark as unread, Mute notifications, Add label, or Done — hide from the list. You can also swipe a conversation to the right to hide it, or to the left to unpin it and mark it read (Unpin · Read). Hidden conversations are under Filters › Hidden — tap Reopen to bring one back.
Start a conversation
Message one person
- Tap the search button and type their name.
- Under People, tap the person. The conversation opens.
Create a group chat
- Tap + › New group chat.
- Type a Group name. Tap the group picture to choose a Color and an Icon.
- Choose the Group type: Chat (a normal stream of messages) or Topics (each post is a topic with its own comments, forum style).
- Turn on Approve new members if you want new members to be approved first.
- Tap Continue, pick the members (Select members), and tap Create group.
Send messages, photos and files
- Open a conversation and type in the message box. Tap send.
- To mention someone, type @ or tap the Mentions button, then pick the person.
- To add more, use the buttons next to the message box:
- the image button — pick photos from your phone;
- the microphone (Recording) — record a voice message;
- Formatting — bold, italic, underline, strikethrough;
- + — Images & Videos, Camera, Paste image, Files, Poll, Tasks (create a task) and Schedule.
Send later. Press and hold the send button (or tap + › Schedule), then pick a time such as In 1 hour, Tomorrow 9:00 or Pick a date and time…. You'll see Scheduled to send at and the time. A bar in the conversation shows your scheduled messages until they go out.
Ask the group. + › Poll › Create poll: type the Question, at least two options (Add option for more), and choose Allow multiple choices or Anonymous poll if you want.
Reply, react and more
Press and hold a message. At the top is a row of quick reactions (tap the last button for more). Below:
- Reply — reply with the message quoted. Forward — send it to another conversation.
- Reply in thread — start or continue a thread on that message (see below). Copy — copy the text.
- Create task — open a new task form (see Create a task).
- Mark as unread, Set a reminder on this message, Save message (it goes to Saved messages), Pin to channel.
- Copy link, Select multiple messages.
- On your own messages: Edit message and Revoke, which unsends the message for everyone.
Reply to part of a message
- Press and hold the message, then tap Select text to reply.
- Drag the handles to select just the words you want.
- Tap Reply to selection — or Reply in thread. Only the selected words are quoted in your reply.
Threads
Reply in thread keeps a side conversation together under the original message, which then shows how many replies it has (for example 3 replies). Tap that to open the thread. Threads you follow appear in your conversation list and under Filters › Thread. Press and hold one to Unfollow thread.
Group settings
Open a group and tap its name at the top (or the Options button). In Settings you'll find:
- Invite members, Search in the room, and everything shared in it: Pinned, Images & videos, File, Link, Poll, Tasks.
- Notification, Pin to top, Add label — labels are only visible to you.
- Group admins also see Room type (switch between chat and topic forum) and Approve new members.
- Clear history (my side only) and Leave room. The group owner can Delete group.
In a one-to-one conversation, tap the person's name to see their profile.
Notifications
You get a push notification for new messages; tap it to open the conversation. To choose how much one conversation notifies you, open its Settings › Notification:
- Notification level — All messages, Only when @mentioned, or Off completely.
- Mute temporarily — Within 1 hour, Within 8 hours or Within 24 hours. Tap Unmute to turn it back on early.
Updates from Site Connect
Some messages are cards posted by Site Connect. A request waiting for you arrives as an Approval request card: tap Handle, then Approve, Quick reject or View details. Reminders — for example if you forgot to clock in or out — also arrive here. See Approvals.
Good to know
- The search button finds people, channels and conversations. To search messages, open the conversation and use Settings › Search in the room.
- To chat with someone from another company, tap + › Chat contacts, or exchange codes with Scan QR code and My code. A room with outside people is clearly marked.
- On a tablet or an unfolded phone, the list and the open conversation show side by side.