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Using Team Chat in Planio » History » Revision 12

Revision 11 (Thomas Carney, 07/06/2015 06:11 PM) → Revision 12/60 (Thomas Carney, 07/06/2015 06:37 PM) 

# 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}} 

 ## What's Great about Team Chat? 

   - 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 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 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 

 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) 

 ### Add a new Connection 

 Select ‘Add an IRC connection'. 

 ![](Add_an_IRC_connection.PNG) 

 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) 

 Scroll down and select **Advanced** 

 ![](advanced.png) 

 Here's we'll fill out Enter the connection and authentication settings with our port number for the Server port. You'll find it in your Planio chat credentials (see above): 

   - Enter the **Server Port**. 
   - credentials. 

 Switch on SSL, so you’ll be secure 

 For the user name, enter the user name, again from your Planio chat will be secure. 
   - credentials 

 Enter in the **Username** 
   - Enter long password you’ll find in the **Password** right sidebar (you’ll have to click to reveal it and enter your password) 

 ![](Advanced_Section.PNG) 

 Click back to New Connection and then 

 Then click on ‘Connect’ 

 ### Join the Project Room 

 You’ll see two rooms. You can enter the room and start chat 

 \[insert screenshot of chat room\] 

 ## 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   
 \[insert shot of the open prompt\] 

 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 

 ### Join the Project Room 

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

 \[insert screenshot of the chat room\]