Using Team Chat in Planio » History » Sprint/Milestone 9
Thomas Carney, 07/06/2015 05:59 PM
1 | 6 | Thomas Carney | # Get Started with Team Chat in Planio |
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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. |
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5 | 1 | Thomas Carney | {{>toc}} |
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7 | 6 | Thomas Carney | ## What's Great about Team Chat? |
8 | 1 | Thomas Carney | |
9 | - You can chat with your team members directly inside Planio, on desktop clients or on your mobile about a specific project. |
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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. |
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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. |
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14 | 2 | Thomas Carney | ## Activate Planio Chat and Get Your Connection Credentials |
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16 | 1 | Thomas Carney | 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. |
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18 | \[insert shot of app activate box\] |
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20 | 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. |
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22 | \[insert image of sidebar including password using a randomly generated password from here: http://www.passwordsgenerator.net/\] |
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24 | You’ll need these credentials to set up chat on mobile devices and desktop IRC clients. |
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26 | ## Set up Chat on your iPhone |
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28 | 4 | Thomas Carney | 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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30 | 5 | Thomas Carney | ### Install the Colloquy App from the App Store |
31 | 1 | Thomas Carney | |
32 | 5 | Thomas Carney | 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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34 | 7 | Thomas Carney | ![](download_colloquy.PNG) |
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36 | 5 | Thomas Carney | ### Add a new Connection |
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38 | 5 | Thomas Carney | Select ‘Add an IRC connection'. |
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40 | 8 | Thomas Carney | ![](Add_an_IRC_connection.PNG) |
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42 | 9 | Thomas Carney | Now, we'll fill out the connection fields. |
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44 | ![](connection_part1.PNG) |
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46 | 4 | Thomas Carney | The description can be whatever you want. |
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48 | The address is the host name from your Planio chat credentials. |
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50 | You can select your Nickname and real name. |
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52 | Click on **Advanced** |
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54 | Enter the port number for the Server port. You'll find it in your Planio chat credentials. |
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56 | Switch on SSL, so you’ll be secure |
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58 | For the user name, enter the user name, again from your Planio chat credentials |
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60 | Enter in the long password you’ll find in the right sidebar (you’ll have to click to reveal it and enter your password) |
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62 | Click back to New Connection |
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64 | 1 | Thomas Carney | Then click on ‘Connect’ |
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66 | 5 | Thomas Carney | ### Join the Project Room |
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68 | 4 | Thomas Carney | You’ll see two rooms. You can enter the room and start chat |
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70 | \[insert screenshot of chat room\] |
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72 | 1 | Thomas Carney | ## Set up Desktop Chat on your Mac |
73 | 2 | Thomas Carney | |
74 | ### Download and install Colloquy |
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76 | Download and install Colloquy from the [Colloquy downloads page](http://colloquy.info/downloads.html). |
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78 | 3 | Thomas Carney | ### Create a new connection |
79 | 1 | Thomas Carney | |
80 | 3 | Thomas Carney | Open up Colloquy. It will prompt you to create a new connection. If not, you can select File -\> New Connection |
81 | \[insert shot of the open prompt\] |
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82 | 1 | Thomas Carney | |
83 | 3 | Thomas Carney | Select the Details button and enter the following details: |
84 | \[insert shot of the new connection screen filled out\] |
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85 | 1 | Thomas Carney | |
86 | 3 | Thomas Carney | You'll find these credential details on in your Planio project in 'Chat logs'. |
87 | **Nickname**: enter your name |
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88 | **Server Protocol**: leave as **IRC (Internet Relay Chat)** |
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89 | **Chat Server Port**: see your Planio account |
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90 | **SSL Connection**: make sure it’s ticked (so your chat will be secure) |
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91 | **Chat Server**: enter the Host name |
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92 | 1 | Thomas Carney | **User name**: enter the User name |
93 | **Server password**: enter the Server password |
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94 | 5 | Thomas Carney | |
95 | ### Join the Project Room |
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96 | 2 | Thomas Carney | |
97 | Click on Connect and you’ll be automatically joined to your project chat room. |
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98 | 3 | Thomas Carney | |
99 | \[insert screenshot of the chat room\] |