Using Teamly Chat

Modified on Sun, Nov 19, 2023 at 1:35 PM

Teamly Chat is perfect for conducting brainstorming sessions, problem-solving at a distance, and getting answers fast. 

With Teamly, group chats occur in Departments, which are public or private virtual chat rooms where users can gather together to collaborate around a "virtual water cooler." 

In this tutorial, you’ll learn how to:

  • Organize your chat messages using Departments

  • Create and format a group message

  • & Insert Tasks into direct messages, so you can quickly & easily reference them.

To organize your chat messages using Departments:

Click the "+" plus icon next to Department in the left side panel.

Enter a name for the Department.

OPTIONAL: Enter a description for the Department.

Select an icon color for the Department.

OPTIONAL: Toggle the privacy switch on if you want to create a private Department.

Private and public departments are available on the STARTER OR BUSINESS plans. Please note that all users within a project will be added to the public departments.

With private departments, you can either send user invitations or select existing users by checking the corresponding checkbox next to their names.

Click on "Create."

On the left side panel you’ll see the newly created department.

For private departments, the Teamly MVD (Most Valuable Doer) will give you the option to add members to that department.

You can also head over to the top of the department’s drop down menu where you will see the name of the department, the status whether it's public or private and the description that was set for that department. 

You’ll also see the option to "Leave department "or "Edit details."

Click into the department's users to see their profiles or when you hover over the users you’ll see the ellipsis menu on the right hand side to "Remove from department."

On the far right side of the departments is a list of the users where you can click into and invite users, search for users, view the existing users in that department or remove users from the department.

At the very top of the department is the option to "Add sticky." Add a file or an SOP that will stick to the top of the department so that all users can review it on an as needed basis.

To create and format a group chat message:

At the bottom of the department is the text field. This is where you can start communicating with your team. Enter your message.

Add an emoji, bold, italic, strikethrough, link, order, add a file and add a task.

To add a task, click on the task icon then click into and drag the task into the text field.


Once your text is formatted, on the right hand side click on the blue send icon.

Users within that department can then view and reply to your message.

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