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  2. Instant Messaging

Integration across Projects and Drive.

Send file to Chat from Project / Drive

All files in the Shared Drive and uploaded to Project Tasks or Events can be shared via Chat.

Right click the file name or click the “more options” icon, then click “Send to Chat”.

Click the recipient Group Chat or Direct Message in the pop-up window.

 

Attach file from Project / Drive in Chat

uploadtochat

Click the “Attach” icon in a Chat Room or Direct Message. Select the source of the file, then select the file to be attached.

 

Create Task / Event from Chat Message

CreateTaskFromChat

Click the down arrow at the top right of a chat text message, then click “Create Task/Event”.

A pop-up window will prompt you to fill in the details for the Task or Event.

The text in the chat message will automatically be copied into the Task/Event Description.