Within Teamwork, you can use Embedded Chat to interact with your team without having to navigate away from your work.
The integration must first be enabled via the settings in your Teamwork Chat account.
If you do not have an existing Teamwork Chat account, you can enable it through your integration settings in Teamwork to start a trial. After your trial you will need to subscribe to a paid Teamwork Chat plan in order to use this feature.
Once enabled, you will see a Chat icon in the top right of your Teamwork navigation bar.
Selecting the Chat icon will open a list view of your conversations and channels in the bottom right of your Teamwork site.
If you are viewing an individual project on your site, and that project has a project channel created, it will be pinned to the top of the conversations list in the Embedded Chat window.
If the project doesn't have a channel already created, you will see a note that a project channel doesn't exist yet. You can use the + to the right to create a project channel.
Creating a new conversation
To create a new conversation, select the + icon in the top right of the Chat window.
A new window will open to the left of the main conversations list, where you can type your message. You can also
@mentiondifferent users you want to add to the conversation. A pop-up will appear, showing the matching options based on the
@you have typed.
Opening an existing conversation
Opening an existing conversation
From the list of conversations, select the one you wish to view. The conversation will open to the left of the conversations list.
You can add a new message to the channel/conversation by typing in the text field at the bottom. The paperclip icon allows you to attach a file to your message.
Administrator users also have the ability to edit or delete messages they have sent. To do this, hover over the message and select the options menu (three dots).
Note: Tasks cannot be created from messages in Embedded Chat.
Filtering people and conversations
At the top of the Embedded Chat window, you can use the search field to filter the list of conversations and people.
At the top right of the main Embedded Chat window, you can:
- Create a new conversation
- Access settings
- Close the window
By clicking the menu bar, the Chat window will minimize at the bottom of your screen.
When viewing an individual conversation, you can:
- Open the conversation in the full browser version of Teamwork Chat.
- Close the conversation
- Click the menu bar to minimize the conversation
When a conversation or channel you are a member of receives a new message, a blue badge icon will appear on the Embedded Chat icon in your navigation bar.
A number will be included in the blue badge when you have important unread messages, such as a direct
@mentionin a message.
Note: Messages are considered important based on your personal notification preferences for Teamwork Chat. Messages in 1:1 conversations are always considered important.
You can manage desktop notifications for Embedded Chat via the settings cog in the main Teamwork Chat window.
Once you have enabled or disabled notifications, you will see an alert.
Note: This will only disable notifications for Embedded Chat. You will continue to receive notifications in the browser, desktop, and mobile app versions of Teamwork Chat.
Other ways to start a conversation
You can also start a conversation with an individual by using the Start Chat button in the People section, to the right of the persons profile image.
For more information, see: Enabling Embedded Chat