Chats in Reports.re allow team members to discuss specific topics directly within the workspace. You can create chats from various ways, within a job, from a card, or even while managing files. This guide walks you through all the available ways to add a chat.
1. Add a Chat from Inside a Task
- Open a card and click one of the task.
- Click the "Add Chat" button.
Fill in the required fields:
- Chat Title
- Status
- Priority
- Message
- (Optional) Deadline
- (Optional) Attachments
- Click "Create" to finish.
2. Add a Chat from the Main Chat Section
- Go to the "Chat" section within the card.
- Click "Add Chat".
- Fill in the required details and click "Create" to finish.
3. Add a Chat from a Task (Card View)
- In Card View, locate the task.
- If no chat exists, hover over the task.
- Click the "Add Chat" icon that appears on the right.
- Fill in the required details and click "Create" to finish.
4. Add a Chat via the Light task window
- In Card View, click the Chat icon on a task.
- A light task window will open.
- Click "Add Chat" from this window.
- Fill in the required details and click "Create" to finish.
5. Add a Chat from the Light File Manager
- Click the file indicator within the job snippet to access the Light File Manager.
- Navigate to the "Chats" tab on the left.
- Click "Add Chat".