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Using Team Chat in Planio » History » Revision 25

Revision 24 (Thomas Carney, 07/10/2015 11:14 AM) → Revision 25/60 (Thomas Carney, 07/10/2015 01:13 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}} 

 ## 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) 

 ### 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 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) 

 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 **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. 

 ![](Server_settings_screen.png) 

 ## 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.   
 ![](Colloquy_new_connection.png) 

 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 

 ### Join the Project Room 

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