Project

Profile

Help

Using Team Chat in Planio » History » Sprint/Milestone 18

Thomas Carney, 07/08/2015 05:45 PM

1 6 Thomas Carney
# Get Started with Team Chat in Planio
2 1 Thomas Carney
3 6 Thomas Carney
Team Chat lets you quickly make decisions together with your teams in real time from your phone or computer.
4
5 1 Thomas Carney
{{>toc}}
6
7 13 Thomas Carney
## How Can You Use Team Chat?
8 1 Thomas Carney
9 13 Thomas Carney
  - You can chat with your team members directly inside Planio, on desktop clients or on your mobile about a project.
10 6 Thomas Carney
  - 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.
11
  - 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.
12 1 Thomas Carney
  - 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.
13
14 12 Thomas Carney
## Activate Planio Chat and Get Your Planio Chat Credentials
15 2 Thomas Carney
16 14 Thomas Carney
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.
17 1 Thomas Carney
18 15 Thomas Carney
![](install_chat_app.png)  
19
*Install the Chat App*
20 1 Thomas Carney
21 14 Thomas Carney
Now, you’ll see a Chat tab in the bottom-right of the screen. You can start chatting here.
22 1 Thomas Carney
23 15 Thomas Carney
![](chat_window.png)  
24
*You can use chat from within Planio*
25
26 1 Thomas Carney
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.
27 14 Thomas Carney
28 15 Thomas Carney
![](chat_credentials.png)  
29 14 Thomas Carney
*You'll find your chat credentials on in this sidebar*
30 1 Thomas Carney
31
You’ll need these credentials to set up chat on mobile devices and desktop IRC clients.
32
33
## Set up Chat on your iPhone
34
35 4 Thomas Carney
Let’s install chat on your iPhone so you can chat with your team members and get notifications on the go.
36
37 5 Thomas Carney
### Install the Colloquy App from the App Store
38 1 Thomas Carney
39 16 Thomas Carney
Open the app store and search for the **Colloquy** app. The app costs 1.99. Install the app and open it.
40 5 Thomas Carney
41 7 Thomas Carney
![](download_colloquy.PNG)
42 4 Thomas Carney
43 5 Thomas Carney
### Add a new Connection
44 1 Thomas Carney
45 16 Thomas Carney
Select **Add an IRC connection**.
46 5 Thomas Carney
47 8 Thomas Carney
![](Add_an_IRC_connection.PNG)
48 4 Thomas Carney
49 10 Thomas Carney
Now, we'll fill out the connection fields:
50
51
  - The **Description** can be whatever you want.
52
  - The **Address** is the **Host name** from your Planio chat credentials (see above).
53 11 Thomas Carney
  - Switch on **Push Notifications** if you want to be notified when someone mentions your name in chat.
54 10 Thomas Carney
  - **Nickname** and **Real Name** will show up as your name in chat.
55 9 Thomas Carney
56
![](connection_part1.PNG)
57 1 Thomas Carney
58 11 Thomas Carney
Scroll down and select **Advanced**
59 4 Thomas Carney
60 11 Thomas Carney
![](advanced.png)
61 4 Thomas Carney
62 12 Thomas Carney
Here's we'll fill out the connection and authentication settings with our Planio chat credentials (see above):
63 1 Thomas Carney
64 12 Thomas Carney
  - Enter the **Server Port**.
65
  - Switch on SSL, so your chat will be secure.
66
  - Enter the **Username**
67
  - Enter the **Password**
68 4 Thomas Carney
69 12 Thomas Carney
![](Advanced_Section.PNG)
70 4 Thomas Carney
71 17 Thomas Carney
Click back to **New Connection** and then click on **Connect**.
72 1 Thomas Carney
73 5 Thomas Carney
### Join the Project Room
74
75 17 Thomas Carney
You can enter the room and start chatting on your iPhone.
76 4 Thomas Carney
77 1 Thomas Carney
## Set up Desktop Chat on your Mac
78 2 Thomas Carney
79
### Download and install Colloquy
80
81
Download and install Colloquy from the [Colloquy downloads page](http://colloquy.info/downloads.html).
82
83 3 Thomas Carney
### Create a new connection
84 1 Thomas Carney
85 18 Thomas Carney
Open up Colloquy. It will prompt you to create a new connection. If not, you can select File -\> New Connection.  
86 3 Thomas Carney
![](Colloquy_new_connection.png)
87 1 Thomas Carney
88 18 Thomas Carney
Select the Details button and enter your credentials. You'll find these credentials on in your Planio project in **Chat logs**.  
89 1 Thomas Carney
**Nickname**: enter your name  
90 3 Thomas Carney
**Server Protocol**: leave as **IRC (Internet Relay Chat)**  
91 17 Thomas Carney
**Chat Server**: enter the Host name  
92
**Tick \*Remember this connection**  
93 3 Thomas Carney
**Chat Server Port**: see your Planio account  
94
**SSL Connection**: make sure it’s ticked (so your chat will be secure)  
95 1 Thomas Carney
**User name**: enter the User name  
96
**Server password**: enter the Server password
97 5 Thomas Carney
98
### Join the Project Room
99 2 Thomas Carney
100
Click on Connect and you’ll be automatically joined to your project chat room.
101 3 Thomas Carney
102
\[insert screenshot of the chat room\]