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Using Team Chat in Planio » History » Sprint/Milestone 16

Thomas Carney, 07/08/2015 05:13 PM

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# Get Started with Team Chat in Planio
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Team Chat lets you quickly make decisions together with your teams in real time from your phone or computer.
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{{>toc}}
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## How Can You Use Team Chat?
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  - You can chat with your team members directly inside Planio, on desktop clients or on your mobile about a project.
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  - 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.
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  - 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.
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  - 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.
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## Activate Planio Chat and Get Your Planio Chat Credentials
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Log in 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’ll have to upgrade to use it.
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![](install_chat_app.png)  
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*Install the Chat App*
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Now, you’ll see a Chat tab in the bottom-right of the screen. You can start chatting here.
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![](chat_window.png)  
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*You can use chat from within Planio*
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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 need to set up chat on mobiles or desktops. You’ll have to enter your password to see the Server password.
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![](chat_credentials.png)  
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*You'll find your chat credentials on in this sidebar*
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You’ll need these credentials to set up chat on mobile devices and desktop IRC clients.
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## Set up Chat on your iPhone
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Let’s install chat on your iPhone so you can chat with your team members and get notifications on the go.
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### Install the Colloquy App from the App Store
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Open the app store and search for the **Colloquy** app. The app costs 1.99. Install the app and open it.
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![](download_colloquy.PNG)
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### Add a new Connection
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Select **Add an IRC connection**.
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![](Add_an_IRC_connection.PNG)
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Now, we'll fill out the connection fields:
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  - The **Description** can be whatever you want.
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  - The **Address** is the **Host name** from your Planio chat credentials (see above).
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  - Switch on **Push Notifications** if you want to be notified when someone mentions your name in chat.
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  - **Nickname** and **Real Name** will show up as your name in chat.
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![](connection_part1.PNG)
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Scroll down and select **Advanced**
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![](advanced.png)
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Here's we'll fill out the connection and authentication settings with our Planio chat credentials (see above):
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  - Enter the **Server Port**.
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  - Switch on SSL, so your chat will be secure.
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  - Enter the **Username**
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  - Enter the **Password**
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![](Advanced_Section.PNG)
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Click back to New Connection and then click on ‘Connect’
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### Join the Project Room
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You’ll see two rooms. You can enter the room and start chat
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\[insert screenshot of chat room\]
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## Set up Desktop Chat on your Mac
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### Download and install Colloquy
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Download and install Colloquy from the [Colloquy downloads page](http://colloquy.info/downloads.html).
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### Create a new connection
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Open up Colloquy. It will prompt you to create a new connection. If not, you can select File -\> New Connection  
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\[insert shot of the open prompt\]
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Select the Details button and enter the following details:  
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\[insert shot of the new connection screen filled out\]
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You'll find these credential details on in your Planio project in 'Chat logs'.  
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**Nickname**: enter your name  
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**Server Protocol**: leave as **IRC (Internet Relay Chat)**  
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**Chat Server Port**: see your Planio account  
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**SSL Connection**: make sure it’s ticked (so your chat will be secure)  
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**Chat Server**: enter the Host name  
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**User name**: enter the User name  
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**Server password**: enter the Server password
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### Join the Project Room
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Click on Connect and you’ll be automatically joined to your project chat room.
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\[insert screenshot of the chat room\]