Using Team Chat in Planio¶

• Table of contents
• Using Team Chat in Planio
  • So, what’s Team Chat all about and why would you use it?
  • Activate Planio Chat and Get Your Connection Credentials
  • Set up Chat on your iPhone
  • Set up Desktop Chat on your Mac
    • Download and install Colloquy
    • Create a new connection

So, what’s Team Chat all about and why would you use it?¶

• You can chat with your team members directly inside Planio, on desktop clients or on your mobile about a specific project.
• You can discuss an issue in chat, and your chat will be easily accessible from that issue, so you’ll 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 by email, so they’ll know about it.
• 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 Connection Credentials¶

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

[insert shot of app activate box]

Now, you’ll see ‘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 the credentials for your secure chat. You’ll have to enter your password to see the Server password.

[insert image of sidebar including password using a randomly generated password from here: http://www.passwordsgenerator.net/\]

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

Set up Chat on your iPhone¶

Set up Desktop Chat on your Mac¶

Download and install Colloquy¶

Download and install Colloquy from the Colloquy downloads page.

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 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

Click on Connect and you’ll be automatically joined to your project chat room.

[insert screenshot of the chat room]