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Using Team Chat in Planio » History » Revision 31

Revision 30 (Thomas Carney, 07/10/2015 03:43 PM) → Revision 31/60 (Thomas Carney, 07/10/2015 03:56 PM) 

# Set Up 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)   
 *Install Colloquy* 

 ### Add a new Connection 

 Select **Add an IRC connection**. 

 ![](Add_an_IRC_connection.PNG)   
 *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. 

 ![](connection_part1.PNG)   
 *Fill out the connection fields* 

 Scroll down and select **Advanced** 

 ![](advanced.png)   
 *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** 

 ![](Advanced_Section.PNG)   
 *Fill out the connection and authentication settings* 

 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 Chat on your Android Phone 

 Let’s install chat on your Android phone. We'll use AndroIRC in this tutorial. 

 ### Download AndroIRC 

 You can install [AndroIRC](https://play.google.com/store/apps/details?id=com.androirc) from Google Play Store. 

 ### Add Your Planio Chat Server 

 Once you've installed the app, click on the **settings** icon and select **settings**. 

 ![](settings.png)   
 *Select Settings* 

 Select **Servers** and then again select **settings** and select **New server**. 

 Here's we'll fill out the connection and authentication settings with our Planio chat credentials (see above): 

   - You can set the **Name** to whatever you want.  
   - The **address** is the Host name from the credentials. 
   - The **Port** is the port from the credentials. 
   - The **Password** is the **Server password** 
   - You can set the **Nickname** to what you prefer (perhaps your name) 
   - You can leave **Alternative** blank or enter a slightly modified version of your Nickname, as it's just for the case that someone else the same nickname as you. 
   - **Ident** is the **User name** from the credentials. 
   - Make sure that **Secured connection** is checked. 
   - Ignore the rest of the fields and select the **Back** icon. 

 ![](Server_settings_screen.png)   
 *Fill out the fields with your chat credentials* 

 ### Join the Chat Room 

 Go back to the home screen and select the Plus sign to add your new server. Select it from the list and connect. You'll automatically join the 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. 

 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 Server Port**: see your Planio account 
   - **SSL Connection**: make sure it’s ticked (so your chat will be secure) 
   - **User name**: enter the User name 
   - **Server password**: enter the Server password 

 ![](Colloquy_new_connection.png)   
 *Enter your chat credentials* 

 ### Join the Project Room 

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

 ## Set up Desktop Chat on Windows 

 ### Download and install Pidgin 

 Download and install [Pidgin for Windows](https://pidgin.im/download/windows/). 

 ### Add a new Account 

 Click on the **Add** button on the welcome screen to add a new account. 

 ![](welcome_screen.png)   
 *Click 'Add'* 

 In the basic tab: 

   - **Protocol** should be set to IRC 
   - **Username** should be the username from your credentials (above) 
   - **Server** is the Host name from your credentials 
   - **Password** is the password from your credentials 
   - Check **Remember password**, so you don't always have to re-enter it 
   - Local alias is your chat name 

 ![](add_account_basic.png)   
 *Fill out the basic tab* 

 In the Advanced tab: 

   - The **Port** should be the port number from your credentials 
   - Tick **Use SSL**, so your chat is secure 
   - Ident name should be the user name from your credentials 

 ![](add_account_advanced.png)   
 *Fill out the advanced tab* 

 ### Start Chatting   
 Click on 'Add' and you'll be automatically connected to the project chatroom.