Using Team Chat in Planio » History » Revision 21
Revision 20 (Thomas Carney, 07/08/2015 06:12 PM) → Revision 21/60 (Thomas Carney, 07/08/2015 06:12 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_chat_app.png) *Install the Chat App* Now, you’ll see a Chat tab in the bottom-right of the screen. You can start chatting here. ![](chat_window.png) *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. ![](chat_credentials.png) *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. ![](download_colloquy.PNG) ### Add a new Connection Select **Add an IRC connection**. ![](Add_an_IRC_connection.PNG) 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. ![](connection_part1.PNG) Scroll down and select **Advanced** ![](advanced.png) 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** ![](Advanced_Section.PNG) Click back to **New Connection** and then click on **Connect**. ### Join the Project Room You can enter the room and start chatting on your iPhone. ## 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. ![](Colloquy_new_connection.png) Select the Details button and enter your credentials. You'll find these credentials 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 **Chat Server Port: Port**: see your Planio account \*SSL Connection: - **SSL Connection**: make sure it’s ticked (so your chat will be secure) \*User name: **User name**: enter the User name \*Server password: **Server password**: enter the Server password ### Join the Project Room Click on Connect and you’ll be automatically joined to your project chat room. \[insert screenshot of the chat room\]