Within Teamwork Chat, there are several ways to integrate with your Teamwork.com site.
Creating project
channels
Use project
channels to link
an
individual Chat channel to a
specific
project in Teamwork.com.
Any member of the project
who is already an active
user of
your Teamwork Chat site will
automatically be added to the
project
channel.
Note: Only
project administrators and
site
administrators can set up
project
channels.
Using Embedded Chat
You can enable Embedded
Chat in your profile settings
to allow you to use Teamwork Chat
directly in Teamwork.com.
Chat will be added as a menu option
in your Teamwork.com site which opens a pop-up
Chat window in
Teamwork.com.
Creating a task in Teamwork.com via a
Chat message
You can create new
tasks in Teamwork.com directly from individual messages in
conversations or channels.
For
each task you must select a
destination project and
task list and set a task name.
Optional task details can also be
set, including:
- Assignee(s)
- Description
- A link to the Chat message the
task is created from is
automatically added to the task
description, along with the user,
message contents, and a link to
the message itself.
- Estimated time
- Start and due dates
- Priority
Sharing project items in conversations
and channels
Each user can manage their profile
preferences in Teamwork Chat
so that Teamwork.com cards are displayed when
tasks and other project items are posted in a conversation or
channel.
When this option is turned on, each supported project item URL posted in a channel or conversation displays a corresponding card with the item name and project. Completed item names
appear with a strikethrough.
If the shared item is one you do not
have permission to access in Teamwork.com, the item details are hidden.