You have just created your
Teamwork Chat
account for your company, so let's
get you set up so you can
communicate with your
team!
We're here to
help you
streamline
your
team
communication
and take
collaboration
to a
whole new
level. Instantly
connect with
your
team members
to
ensure all of
your
important work
gets
covered. | Curriculum |
|---|---|
| ◑ Configuring your
user
profile | |
| ◑ Customizing your
notification
preferences | |
| ◑ Managing
users | |
| ◑ Understanding
conversations
and channels | |
| ◑ Creating a
conversation or
channel | |
| ◑ Starring
conversations and
channels |
Configuring
your user profile
Adding
a profile photo along with
your personal details will
personalize your profile and
help
your team connect with
you.
Click your profile avatar in the
top
right of your Teamwork Chat
account
and select Profile from
the dropdown menu.
This will redirect you to the
settings area where you will be
able
to add your personal
information.
Select the Upload
new button to add a
custom profile photo to Chat. This
photo can
be a GIF, PNG, or JPG file.
The selected photo will
automatically be resized to a height and
width of 200px. Alternatively, select
the Take a photo option
to
open your camera.
Your personal details can also be
added here, including:
- Name
- Title - your role in the
company.
- Handle - the @mention command
other users
would use to message
you.
- Mobile
- Website
- Social channels
Once you are happy with your
profile
information, click Save at
the
bottom of the
page.
Customizing
your notification
preferences
In your profile settings, you
also
have access to
a Notifications tab
where you can customize which
types of
messages you want to receive
notifications for.
Let's take a look at the
options
you have available and what
these
can do for you:
| Notification
Options | |
|---|---|
| All
Messages | Receive
notifications for
any
message that is
posted
to a conversation
or
channel you are a
member off. |
| All mentions
@handle @all,
@online | Receive
notifications when
an
@command is
used. |
| Only @handle
mentions | Receive
notifications when
another user
mentions
you in a
conversation
or channel. |
| No
messages | Disable all
notifications. |
| Set
notifications
for specific
channels | Customize
notifications for
each
individual channel
you
are in. |
| Notification
sounds | Toggle off to mute
the
sound
alert on all
messages
received from
other
users. Desktop
notifications
will still be
sent,
minus the
sound. |
| Email
notifications | Receive email
notifications for
messages via
email when marked
away
and not active in
Chat. |
| Send email or
push
notifications
when
online | Disabling
will
mute
the
sound
alert
on
all
messages
received
from
other
users.
Desktop
notifications
will
still
be
sent
however
sound
alerts
will
become
muted. |
| Notification
sound | Choose a custom
notification sound
for alerts
received from
Teamwork
Chat |
When you select
the Set notifications for
specific channels option,
a
new window will pop up allowing
you to
customize your preferences on an
individual channel basis.
At the top of the window, you can
search existing channels, filter to
certain
channel types, or show only channels with
custom settings.
Managing
users
Now that you have customized your
profile and notifications, let's take
a look at adding the relevant
people.
You can easily view the
current list of users on your
site
via
the People area.
To manage users and their
permissions, click your profile avatar and
choose Users from the
Admin
section of the dropdown menu.
In the Admin area, you can invite
new users as well as manage existing
people on
the site. The options menu to the right of
each user gives you options to change the
user's role permissions or delete the user.
There are three user roles available in Teamwork Chat:
- Guest users - restricted user
type that cannot create or initiate
conversations themselves. They are
also limited in some of the features
they can use.
- Standard users - main user type
that allows creation of conversations
and channels and interaction with
other users.
- Administrators - have full
access to settings within Teamwork
Chat and can perform all common
actions as well as admin-only options
such as managing users, incoming
hooks, and subscription.
Understanding
conversations
and channels
Now that you know how people
can be added to your
site, let's explore conversations and
channels
so you can start interacting with your
team!
Most
often, you will use
conversations for
direct one-to-one communications with
another user. They can also be used for
quick interactions with one or multiple
people. An example of this would be
checking in with your team about where to
go for lunch.
Channels are designed to be
used over an
extended period of time - a central
location for an ongoing topic of
discussion. Once
you turn a
conversation into a channel by
giving it a
title, you give it more
significance.
For
example, you might create channels for
each team in your company so they have
a
place to
discuss important
issues on a regular
basis. You could also create a channel
for
something like company events.
Creating a
conversation
To create a conversation, click
the + button
in the top right of your site and
select Add
conversation
from the quick add menu.
You can then create a conversation
with
one or more users by using their
Teamwork
Chat
handles.
Typing
@ will open a
list of
available users you can interact with.
Start typing immediately after the @ to
refine the list and find the relevant
team
member.
When you mention multiple
people, a conversation will be created
with those selected users.
Once you have typed your
message, click the send arrow to
the
right of the message field or
press Enter on your
keyboard.
You can also create new
conversations using
the + icon at the
top
of your Recent conversations
sidebar
in the Home area of your
Teamwork Chat site.
Alternatively, clicking a user's
name in the
site-level People area
will
open a direct conversation with that
person.
Creating a
channel
The
quick add menu at the top of
your
site also includes an option
to Add channel.
Using
channels, you can give your
discussion a meaningful name
so
that your team members can
easily
find and
identify it.
An
extra layer to the channel
function is the ability to
connect a channel to an
existing project in your
Teamwork
site.
At the top of the channel window,
select
the relevant channel type:
- Public - a channel that is
discoverable for users to join
themselves.
- Private - a channel that is hidden
from those not in it. Users need
to be
added by an admin of the
channel.
- Linked to Teamwork Project - link
the
channel to a project in
Teamwork.
After choosing a name and
description for the channel, you can
customize it further by selecting a
channel avatar color and icon.
At the bottom of the window, you can
add the relevant users to the channel. For
public channels, you will also have the
option
to add new users to the channel
automatically
in the future.
When the project channel option is
selected, a project dropdown will be
displayed. Here, you can choose from a
list of
your existing projects to connect to the
channel. Project channel names and
descriptions are inherited from their
project.
By default, any members of the selected
project already enabled as active users on
your Teamwork Chat site will be added to
the project
channel.
Starring conversations
and channels
Using the starring
feature, you can favorite your
most important conversations and
channels for quick access.
To star a conversation or channel,
select it from your Recent
conversations list. At the
top
of the conversation view, click
the
star icon beside the person/channel
name.
A Starred area will be added to the
left
pane above the Recent list.
Clicking an avatar in the Starred
list will open that conversation or
channel.
Starred conversations and channels
will be ordered by the date they were
starred.
Any newly starred channels will be added
to
the end of the starred channel area. You
can
customize the order by selecting the
settings
icon in the top right, then click and drag
one
of the icons to a new position.
You can also star individual
messages within your
conversations. This serves as a
pinning
feature allowing you to revisit the
message more easily in the future.
Hover
over the message and select the star
icon
from the message options. Once
starred, your message will be
highlighted
in yellow.
To go directly to a message within a
conversation, hover over the message
and
click the Go to
message arrow.
In each individual channel or
conversation, you can select the star
icon
in the right navigation pane to open a
side panel listing all of your starred
messages within the current
conversation.
| Summary | |
|---|---|
| Now
that you have
completed
the introduction to
Teamwork
Chat for owner company
administrators, you
can
easily
take the following
actions
on
your site: | |
| Chapter | Skill |
| Configuring your user
profile | ✓ Add a profile
photo ✓ Choose your
handle
name ✓ Provide links
to
your
social media
accounts |
| Customizing your
notification
preferences | ✓ Choose your
global
notification
preferences ✓ Set
notification
preferences for an
individual
channel |
| Managing users | ✓ View the
existing
members of your
site ✓ Make a user an
admin ✓ Understand
user roles |
| Understanding
conversations
and channels | ✓ Understand the
differences
between
conversations and
channels |
| Creating a
conversation or
channel | ✓ Create a
conversation ✓ Create a
channel ✓ Link a channel
to
an
existing Teamwork
project |
| Starring conversations
and
channels | ✓ Star a channel
or
conversation ✓ Access your
starred channels
&
conversations ✓ Star an
individual
message ✓ View your
starred
messages |