Chat

Create channels

  1. Go to the 'Chat' Section:

    • From the left sidebar, click on the Chat icon to enter the chat section.

  2. Click on 'Create Channel':

    • You’ll see an option like “+ Create Channel” or “+” next to “Channels.”

    • Click on it.

  3. Set Up Your Channel:

    • Name your channel (e.g., Marketing Team, Project Updates).

    • Select members you want to add to the channel.

    • Choose the visibility:

      • Public Channel – visible to everyone in your organization.

      • Private Channel – only accessible to invited members.

  4. Create the Channel:

    • Click on Create or Save, and the channel will be ready for use.

  5. Start Collaborating:

    • You can now send messages, share files, and tag teammates within that channel.

How to send a direct message

  • Click on the Chat Icon:

    • Go to the left sidebar and click the Chat section.

  • Search for a Teammate:

    • Use the search bar at the top of the chat window to type the name of the person you want to message.

  • Click on Their Name:

    • From the results, click on the person's name — this opens a Direct Message thread between you and them.

  • Send Your Message:

    • Start typing and hit Enter to send. This chat will now appear in your direct messages list for quick access later.

    • This opens a private one-on-one chat where only you and that person can see the messages.

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