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Set Up Team Chat in Planio

Team Chat lets you quickly make decisions together with your team in real time from your phone or computer.

You'll also have a real-time feed of the latest updates on your project on any device, and you'll be able to ping any team member when you need to talk to them.

How Can You Use Team Chat?

  • You can chat with your team members directly inside Planio, on desktop clients or on your mobile about a project.
  • You can discuss an issue in chat, and your chat will be easily accessible from that issue, so you’ll have all the discussion around the issue in one place.
  • You can ping people by writing their name, so you can quickly ask them a question. They’ll get a notification, so they’ll know about it straight away.
  • You can search the entire chat log using search. Everybody can simply look up what has been said on a subject and absent people can catch up on past chats easily.
  • You'll see chat notifications on updates made within Planio.

Activate Planio Chat and Get Your Planio Chat Credentials

Log into your Planio account and select the project for which you want to enable team chat.

Go to Apps in the navigation bar and make sure Team Chat is installed. It’s an optional extra, so you might have to upgrade to use it.

Install the Chat App

Once installed, you’ll see a chat tab in the bottom-right of the screen. You can start chatting here.

You can use chat from within Planio

You'll also find Chat Logs in the navigation bar. Click on it, and you’ll see a history of all chat messages. On the right, you’ll see a sidebar with chat credentials. You’ll have to enter your account password to see the Server password.

You'll find your chat credentials in this sidebar

You’ll need these credentials to set up chat on mobile devices and desktop IRC clients.

Set Up Team Chat on Your Favorite Device

Choose your platform below:

Colloquy for iOS AndroIRC for Android
Colloquy for Mac Pidgin for Windows
download_colloquy.PNG (38 KB) Thomas Carney, 07/06/2015 05:27 PM download_colloquy.PNG
download_colloquy.PNG (17.1 KB) Thomas Carney, 07/06/2015 05:29 PM download_colloquy.PNG
Add_an_IRC_connection.PNG (19.7 KB) Thomas Carney, 07/06/2015 05:39 PM Add_an_IRC_connection.PNG
connection_part1.PNG (29 KB) Thomas Carney, 07/06/2015 05:58 PM connection_part1.PNG
advanced.PNG (1.87 KB) Thomas Carney, 07/06/2015 06:11 PM advanced.PNG
Advanced_Section.PNG (36 KB) Thomas Carney, 07/06/2015 06:32 PM Advanced_Section.PNG
install_chat_app.png (12.9 KB) Thomas Carney, 07/08/2015 04:49 PM install_chat_app.png
chat_credentials.png (35.3 KB) Thomas Carney, 07/08/2015 04:56 PM chat_credentials.png
chat_window.png (37.4 KB) Thomas Carney, 07/08/2015 05:02 PM chat_window.png
Colloquy_new_connection.png (60.5 KB) Thomas Carney, 07/08/2015 05:35 PM Colloquy_new_connection.png
Colloquy_new_connection.png (47.3 KB) Thomas Carney, 07/08/2015 05:43 PM Colloquy_new_connection.png
Colloquy_new_connection.png (40.3 KB) Thomas Carney, 07/08/2015 05:54 PM Colloquy_new_connection.png
Server_settings_screen.png (38 KB) Thomas Carney, 07/10/2015 11:13 AM Server_settings_screen.png
settings.png (5.72 KB) Thomas Carney, 07/10/2015 01:13 PM settings.png
Server_settings_screen.png (38 KB) Thomas Carney, 07/10/2015 01:28 PM Server_settings_screen.png
add_account_basic.png (15 KB) Thomas Carney, 07/10/2015 03:33 PM add_account_basic.png
add_account_advanced.png (15.4 KB) Thomas Carney, 07/10/2015 03:34 PM add_account_advanced.png
welcome_screen.png (19 KB) Thomas Carney, 07/10/2015 03:34 PM welcome_screen.png
connection_part1.png (81.9 KB) Thomas Carney, 07/10/2015 04:58 PM connection_part1.png
connection_part1.png (53.9 KB) Thomas Carney, 07/10/2015 04:59 PM connection_part1.png
Advanced_Section.png (71.4 KB) Thomas Carney, 07/10/2015 05:03 PM Advanced_Section.png
add_account_advanced.png (42.8 KB) Thomas Carney, 07/10/2015 05:34 PM add_account_advanced.png
add_account_advanced.png (16.3 KB) Thomas Carney, 07/10/2015 05:35 PM add_account_advanced.png
colloquy-for-mac.png (27.7 KB) Jan Schulz-Hofen, 08/03/2015 03:09 PM colloquy-for-mac.png
pidgin-for-windows.png (18.8 KB) Jan Schulz-Hofen, 08/03/2015 03:10 PM pidgin-for-windows.png
androirc-for-android.png (15.3 KB) Jan Schulz-Hofen, 08/03/2015 03:10 PM androirc-for-android.png
colloquy-for-ios.png (13.1 KB) Jan Schulz-Hofen, 08/03/2015 03:10 PM colloquy-for-ios.png

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