Learn Teamwork Chat

Name: Learn Teamwork Chat
Rating: 4.6 (24 reviews)

Get a jump start to knowing it all

Created byTeamwork Training Zone

Last updated 5/2020

English

What you'll learn

Choose the Chat platform that will best suit your needs
Add users from owner and external companies
Create channels and chat rooms
Edit and manage conversations
Create tasks directly from Chat

Course content

3 sections • 17 lectures • 47m total length

Introduction0:28
Explore the fundamentals of teamwork chat and how to communicate effectively in a collaborative setting. Use chat tools to coordinate, share updates, and align team goals.
Accessing Chat2:52
Access Teamwork chat from teamwork.com or the desktop app, switch between products with the top-left dropdown or product switcher, and log in to your account to begin centralized team communication.
General Profile Settings3:34
Configure your teamwork chat profile by uploading a square avatar, editing your name and chat handle, and tailoring notification preferences for in-app and email alerts.
Adding External Company Users2:14
Add external company users to the Cheen quick chat environment from the settings panel, centralizing all project conversations in one space while enabling private channels.
Starting & Navigating Conversations5:41
Start conversations in the teamwork chat by starting one from the list of people or mentioning them to draw their attention, then navigate, quote, copy, and manage history.
Creating a Chat Room3:50
Learn to create and manage group chatrooms for project discussions by turning multi-person conversations into named rooms, inviting teammates, assigning access, and understanding deletion and history rules.
Create Default Channels3:29
Create default channels in teamwork chat to auto-add members to onboarding and project areas, using chatrooms and permanent channels for company-wide or project-specific discussions.

Global Notifications2:01
Review your global notification settings to tailor alerts across channels and chats. Decide whether to receive every message, mentions, or none, with per-channel controls next lesson.
Custom Channel Notifications2:14
Override global notification settings on individual channels to receive only important updates, turn off notifications in specific channels, and review channels to avoid alert overload.
Fun Message Tips2:59
Explore teamwork chat features: quote messages, copy text, and create tasks. Use emojis and markdown for bold and italic text, and learn to edit or delete your own messages.
Files In Chat1:24
Attach files to messages in teamwork chat by clicking the paperclip icon and selecting a file, then preview images or view document size within a two gigabyte upload limit.

Project Channels3:49
Create project channels in teamwork chat that automatically import project members, inherit the project name, and let admins control access, external company permissions, and notifications to avoid silos.
Creating Tasks From Chat1:50
Discover how to create tasks from a team chat, add them to the Avenges project, title them clearly, and assign them or review assignees to gather AGM information.
Managing Users3:07
Manage users in your teamwork chat by accessing user settings, sending invitations, and toggling administrator privileges. Understand pending invites, external accounts, and preserved conversations after deletion.
Search Conversations & Messages2:17
Search conversations and messages across rooms and channels in team chat using keywords such as elephant. Filter by relevance or date, show attachments, and reset filters to locate details quickly.
Conversation & Channel Access2:30
Manage who can access channels in teamwork chat by viewing the people list, adding or removing members, and handling private conversations; external users can reply but cannot start direct chats.
Message Keyboard Shortcuts3:00
Master keyboard shortcuts in teamwork chat to edit messages and compose longer texts with shift+enter. Learn to search, start new conversations with command or control, and explore Franz integration.

Requirements

Teamwork account with Chat activated

Description

Changing users’ experience in Chat from being a once in a while to a vital, central aspect how how team communication can occur. This course is designed to move users from being Chat novices to Chat masters in one go, even sharing the secrets to linking Chat to your projects in Teamwork.

Comprised of three quick steps, this course will set you and your team up for fast, effective, communication success.

Who this course is for:

Teamwork users looking for a way to incorporate Chat into their work

Learn Teamwork Chat

What you'll learn

Explore related topics

Course content

First Steps7 lectures • 22min

Essential Features4 lectures • 9min

Manage People & Projects6 lectures • 17min

Requirements

Description

Who this course is for: