Using Team Chat in Planio » History » Revision 17
Revision 16 (Thomas Carney, 07/08/2015 05:13 PM) → Revision 17/60 (Thomas Carney, 07/08/2015 05:35 PM)
# Get Started with Team Chat in Planio Team Chat lets you quickly make decisions together with your teams in real time from your phone or computer. {{>toc}} ## 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. ## Activate Planio Chat and Get Your Planio Chat Credentials 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.  *Install the Chat App* Now, 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 need to set up chat on mobiles or desktops. You’ll have to enter your password to see the Server password.  *You'll find your chat credentials on in this sidebar* You’ll need these credentials to set up chat on mobile devices and desktop IRC clients. ## Set up Chat on your iPhone Let’s install chat on your iPhone so you can chat with your team members and get notifications on the go. ### Install the Colloquy App from the App Store Open the app store and search for the **Colloquy** app. The app costs 1.99. Install the app and open it.  ### Add a new Connection Select **Add an IRC connection**.  Now, we'll fill out the connection fields: - The **Description** can be whatever you want. - The **Address** is the **Host name** from your Planio chat credentials (see above). - Switch on **Push Notifications** if you want to be notified when someone mentions your name in chat. - **Nickname** and **Real Name** will show up as your name in chat.  Scroll down and select **Advanced**  Here's we'll fill out the connection and authentication settings with our Planio chat credentials (see above): - Enter the **Server Port**. - Switch on SSL, so your chat will be secure. - Enter the **Username** - Enter the **Password**  Click back to **New Connection** New Connection and then click on **Connect**. ‘Connect’ ### Join the Project Room You’ll see two rooms. You can enter the room and start chatting on your iPhone. chat \[insert screenshot of chat room\] ## Set up Desktop Chat on your Mac ### Download and install Colloquy Download and install Colloquy from the [Colloquy downloads page](http://colloquy.info/downloads.html). ### Create a new connection Open up Colloquy. It will prompt you to create a new connection. If not, you can select File -\> New Connection \[insert shot of the open prompt\] Select the Details button and enter the following details:  \[insert shot of the new connection screen filled out\] You'll find these credential details on in your Planio project in 'Chat logs'. **Nickname**: enter your name **Server Protocol**: leave as **IRC (Internet Relay Chat)** **Chat Server**: enter the Host name **Tick \*Remember this connection** **Chat Server Port**: see your Planio account **SSL Connection**: make sure it’s ticked (so your chat will be secure) **Chat Server**: enter the Host name **User name**: enter the User name **Server password**: enter the Server password ### Join the Project Room Click on Connect and you’ll be automatically joined to your project chat room. \[insert screenshot of the chat room\]