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Using Team Chat in Planio » History » Sprint/Milestone 35

Thomas Carney, 07/20/2015 11:32 AM

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# Set Up Team Chat in Planio
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Team Chat lets you quickly make decisions together with your teams in real time from your phone or computer.
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{{>toc}}
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## How Can You Use Team Chat?
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  - You can chat with your team members directly inside Planio, on desktop clients or on your mobile about a project.
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  - 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.
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  - 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.
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  - 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. 
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  - You'll see chat notifications on updates made within Planio.
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## Activate Planio Chat and Get Your Planio Chat Credentials
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Log into your Planio account and select the project for which you want to enable team chat.
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Go to **Apps** in the navigation bar and make sure **Team Chat** is installed. It’s an optional extra, so you might have to upgrade to use it.
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![](install_chat_app.png)  
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*Install the Chat App*
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Once installed, you’ll see a chat tab in the bottom-right of the screen. You can start chatting here. \[point about rich links in the browser chat window\]
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![](chat_window.png)  
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*You can use chat from within Planio*
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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 have to enter your account password to see the **Server password**.
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![](chat_credentials.png)  
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*You'll find your chat credentials in this sidebar*
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You’ll need these credentials to set up chat on mobile devices and desktop IRC clients.
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## Set up Chat on your iPhone
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Let’s install chat on your iPhone so you can chat with your team members and get notifications on the go.
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### Install the Colloquy App from the App Store
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Open the app store and search for the **Colloquy** app. The app costs 1.99. Install the app and open it.
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![](download_colloquy.PNG)  
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*Install Colloquy*
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### Add a new Connection
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Select **Add an IRC connection**.
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![](Add_an_IRC_connection.PNG)  
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*Add an IRC connection*
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Now, we'll fill out the connection fields:
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  - The **Description** can be whatever you want.
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  - The **Address** is the **Host name** from your Planio chat credentials (see above).
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  - Switch on **Push Notifications** if you want to be notified when someone mentions your name in chat.
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  - **Nickname** and **Real Name** will show up as your name in chat.
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![](connection_part1.PNG)  
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*Fill out the connection fields*
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Scroll down and select **Advanced**
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![](advanced.png)  
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*Select Advanced*
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Here's we'll fill out the connection and authentication settings with our Planio chat credentials (see above):
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  - Enter the **Server Port**.
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  - Switch on SSL, so your chat will be secure.
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  - Enter the **Username**
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  - Enter the **Password**
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![](Advanced_Section.PNG)  
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*Fill out the connection and authentication settings*
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Click back to **New Connection** and then click on **Connect**.
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### Join the Project Room
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You can enter the room and start chatting on your iPhone.
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## Set up Chat on your Android Phone
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Let’s install chat on your Android phone. We'll use AndroIRC in this tutorial.
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### Download AndroIRC
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You can install [AndroIRC](https://play.google.com/store/apps/details?id=com.androirc) from Google Play Store.
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### Add Your Planio Chat Server
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Once you've installed the app, click on the **settings** icon and select **settings**.
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![](settings.png)  
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*Select Settings*
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Select **Servers** and then again select **settings** and select **New server**.
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Here's we'll fill out the connection and authentication settings with our Planio chat credentials (see above):
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  - You can set the **Name** to whatever you want. 
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  - The **address** is the Host name from the credentials.
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  - The **Port** is the port from the credentials.
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  - The **Password** is the **Server password**
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  - You can set the **Nickname** to what you prefer (perhaps your name)
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  - 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.
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  - **Ident** is the **User name** from the credentials.
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  - Make sure that **Secured connection** is checked.
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  - Ignore the rest of the fields and select the **Back** icon.
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![](Server_settings_screen.png)  
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*Fill out the fields with your chat credentials*
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### Join the Chat Room
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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.
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## Set up Desktop Chat on your Mac
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### Download and install Colloquy
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Download and install Colloquy from the [Colloquy downloads page](http://colloquy.info/downloads.html).
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### Create a new connection
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Open up Colloquy. It will prompt you to create a new connection. If not, you can select File -\> New Connection.
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Select the Details button and enter your credentials. You'll find these credentials on in your Planio project in **Chat logs**.
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  - **Nickname**: enter your name
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  - **Server Protocol**: leave as **IRC (Internet Relay Chat)**
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  - **Chat Server**: enter the Host name
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  - Tick **Remember this connection**
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  - **Chat Server Port**: see your Planio account
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  - **SSL Connection**: make sure it’s ticked (so your chat will be secure)
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  - **User name**: enter the User name
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  - **Server password**: enter the Server password
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![](Colloquy_new_connection.png)  
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*Enter your chat credentials*
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### Join the Project Room
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Click **Connect** and you’ll be automatically joined to your project chat room.
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## Set up Desktop Chat on Windows
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### Download and install Pidgin
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Download and install [Pidgin for Windows](https://pidgin.im/download/windows/).
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### Add a new Account
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Click on the **Add** button on the welcome screen to add a new account.
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![](welcome_screen.png)  
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*Click 'Add'*
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In the basic tab:
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  - **Protocol** should be set to IRC
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  - **Username** should be the username from your credentials (above)
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  - **Server** is the Host name from your credentials
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  - **Password** is the password from your credentials
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  - Check **Remember password**, so you don't always have to re-enter it
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  - Local alias is your chat name
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![](add_account_basic.png)  
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*Fill out the basic tab*
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In the Advanced tab:
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  - The **Port** should be the port number from your credentials
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  - Tick **Use SSL**, so your chat is secure
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  - Ident name should be the user name from your credentials
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![](add_account_advanced.png)  
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*Fill out the advanced tab*
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### Start Chatting
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Click on 'Add' and you'll be automatically connected to the project chatroom.