Group Chat

Communication is a huge element of collaboration within teams.  And group chat is a great way to connect instantly with all your team members.   

This article will show you how to:

• Start your own group chat 
• Chat with other team members
• Change the name of your group chat 
• Add and remove members to and from the group 

How to start a group chat:

In order to start a group chat, you must first initiate a chat session with a team member by clicking on his/her icon in the right hand chat bar.  You can also click on the Chat icon and manually search for a user.  

Note:  If you have previously already had a chat session with a group, you can select that group and continue with the session.  Previous sessions will be listed in the search area.

A chat window will appear with the name of the selected team member.   At the top of the chat window, click on the Add user icon next to the X button.

You will then see a list of all team members who are participants in your workspace.   Select the members you want to include in your group chat.   You do this by clicking on each individual member’s name, or you can type in the first few characters of a name and it will autofill.

As you click each name, that member will be included in the group chat.  When you are finished selecting group members, click on the Add button to launch the group chat session.

Your team will now all be able to communicate in one group chat window.

Chatting with one another

Anything that is typed in the chat dialog’s input field will be seen by all the members in the group. 

You can customize your chat sessions for additional clarity.  For example, you can create tasks, add emojis, create mentions, add references, and format your text all from within the chat session.

For more information on customizing your message, see: Messages and Replies in Chat, Group Chat, and Discussions

Managing your group chat

You can manage the name, members, eave the group, or delete the group chat for good.

Changing the name of the group chat

Some users prefer to customize the name of their group chat.  This makes it easier to distinguish between groups when returning to a chat session.   You can also more easily search for your group with a custom name.

Steps:

1. At the top of the chat window, click on the 3 vertical dots.    
2. Select Rename Group.  
3. You will now be allowed to enter a name of your choosing for your chat group.

The image below shows a group chat with a new name.

Managing Participants

You can add or remove members from the chat group by clicking on the Manage Participants option.  

Steps:

1. At the top of the chat window, click on the 3 vertical dots.    
2. Select Manage Participants.  
3. You will now be able to add or remove team members as you please.

To remove a member, hover your cursor over the participants name, click the X, and then click Update.   

To add a member, click on Add Participant.  You will be presented with a list of team members who have not already been added to the group chat.

Leaving, or Deleting the group

The two final options in the group chat menu give you the ability to leave the group if you choose, or delete the group completely.   

If you delete the group, it will not remain in the chat bar and will be completely deleted.