SmartTask
Home
  • Getting Started
  • Who uses SmartTask
  • Quick Start
    • Overview
    • Initial Setup
    • Invite Teammates [Admin]
    • Creating Groups
    • Creating Projects
    • Creating first Tasks
    • Working together as a team
    • Fundamental Elements
  • fundamentals
    • Task
      • Creating a task
        • Creating task from email
        • Importing Tasks from CSV
      • Task Assignee & Followers
      • Subtask
      • Task Comments
      • Filter, Group and Sort Tasks
      • Recurring task
      • Set reminder
      • Milestones
      • Task Dependencies
      • Task Attachments
      • Hide Task from Guest
      • Set Task Priority
      • Export Tasks
    • Reporting
      • Portfolio
      • Dashboards
        • Setting up Dashboards
        • Filtered Views
    • Time Tracking
      • Estimate and Actual Time
      • Analytics View
      • Timesheet
      • Reports through Dashboard
      • Costing and Billable Rates
      • Show Time fields by default
  • CRM & Sales Management
    • Adding Contacts
      • Importing contacts
    • Sales Pipeline
    • Logging Sales Activities
    • Sales Reports
    • Phone Call Configurations
  • Chat
  • Group
  • Project
    • Chose the right view for your workflow
    • Edit Project Details
    • Project Views
    • Set Project as Template
    • Create Custom Fields
    • Setup Sprints
    • Move project to another group
    • Duplicate a Project
    • Project Dashboard
    • Import Tasks to Project
    • Export Project Tasks
  • Permissions
    • Group Permissions
    • Project Permissions
    • Task Permissions
  • Custom Fields
  • Settings
    • Profile Settings
    • Organization Settings
  • Advanced
    • White Label Overview
      • Setting up Custom Domain
  • Integration for Slack
  • Frequently Asked Questions
  • Onboarding the team
    • Email Template for on-boarding team
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On this page
  • Create channels
  • How to send a direct message

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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Last updated 7 days ago