Project

Profile

Help

Using Team Chat in Planio » History » Revision 5

Revision 4 (Thomas Carney, 07/06/2015 12:46 PM) → Revision 5/60 (Thomas Carney, 07/06/2015 12:55 PM)

# Using Team Chat in Planio 

 {{>toc}} 

 ## So, what’s Team Chat all about and why would you use it? 

   - 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 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 by email, so they’ll know about it. 
   - 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 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. 

 \[insert screenshot of the app listing?\] 

 ### Add a new Connection 

 Install the app and open it. Select ‘Add an IRC connection'. 

 \[insert shot of opening screen\] 

 The description can be whatever you want. 

 The address is the host name from your Planio chat credentials. 

 You can select your Nickname and real name. 

 Click on **Advanced** 

 Enter the port number for the Server port. You'll find it in your Planio chat credentials. 

 Switch on SSL, so you’ll be secure 

 For the user name, enter the user name, again from your Planio chat credentials 

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

 Click back to New Connection 

 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. 

 \[insert screenshot of the chat room\]