Direct messages

In simple words

Direct messages is part of Team Chat. One-to-one chat with files. This guide takes you through it in 3 short steps.

Where it fits in your work — Talk. Direct messages, groups and team channels with files.

Before you start

• You need to be signed in to your company's workspace. Team Chat appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Direct messages belongs to Conversations in Team Chat. One-to-one chat with files.

Step by step

1. 1

   Step 1

   Open Team Chat

   Sign in and open the Team Chat panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Direct Messages”

   In the left menu, click “Direct Messages”. The “Direct messages” screen opens.

3. 3

   Step 3

   Done

   One-to-one chat with files.

Tips

• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Team Chat → Open “Direct Messages” → Done

What it connects to

• Projects

  A channel for every project.

• Workspace

  Workflow results can post into a channel.

• HR & Payroll

  Company announcements for all staff.

Why use Team Chat

Team Chat replaces team chat & meeting software, on the same login and the same data.

• Conversations stay next to the project or record they are about
• Company announcements with proof they were read
• No separate chat subscription or login
• Workflow results can post straight into a channel

Who uses Team Chat

• Every employee

  Chat, share files and join meetings.

• Team leads

  Run team and project channels.

• Management

  Post announcements and see that they were read.

• Administrators

  Set roles and retention.

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