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How to Use Team Chat

How to Use Team Chat

Message teammates, team channels, and project channels without leaving Staffic — direct messages, groups, and rich-text replies in one place.

Open Team Chat

  1. Go to Team Chat

    Click Team Chat under Admin in the left sidebar. The subtitle explains the scope: Direct messages, team and project channels, and groups.

    Team Chat inbox with search, Inbox Teams Projects People tabs, and conversation list
  2. Find a conversation

    Use Search at the top of the list panel. Switch tabs to filter what appears:

    • Inbox

      Recent DMs, team channels, project channels, and group chats in one feed — includes + New group chat.

    • Teams

      Team channels only (for example, Alpha Team, TechNova) — tied to Manage → Teams.

    • Projects

      Project channels only — one channel per project you can access.

    • People

      Directory of members with email — start a direct message from any row.

Teams tab

  1. Team channels

    Open the Teams tab to see every Team channel in your organization. Pick a row to open the conversation on the right.

    Team Chat Teams tab listing team channels such as Alpha Team and TechNova

Projects tab

  1. Project channels

    The Projects tab lists Project channels — use them for client work, deliverables, and handoffs without mixing other projects.

    Team Chat Projects tab with project channel list

People tab

  1. Direct messages

    On People, each row shows avatar, name, and email. Click a person to open a private DM.

    Team Chat People tab with member list and email addresses
  2. New group chat

    From Inbox, click + New group chat to start a multi-person thread outside a single team or project channel.

Chat popup (quick access)

  1. Open the popup

    From any page in Staffic, click the purple chat button in the bottom-right corner. A compact Team chat panel opens without leaving your current screen.

    • Search people

      Find a teammate quickly — same directory as Team Chat → People.

    • People

      Badge shows member count — click the speech bubble on a row to open a DM.

    • Recent

      Jump back to recent conversations without opening the full Team Chat page.

    • Header controls

      Expand (diagonal arrows) for a larger view, or chevron to minimize the popup.

    Use the popup for quick pings while reviewing Timesheets or Reports. Open Admin → Team Chat for full channels, group chats, and rich-text threads.

    Team chat popup with People and Recent tabs, search, and member list with message icons

Send a message

  1. Compose and send

    After you pick a conversation in Team Chat or the popup, the header shows who you are chatting with. In the full page view, use Pop out to open the thread in a separate window. Type in the editor at the bottom and press Send or Ctrl+Enter.

    • Formatting

      Bold, italic, underline, bullet and numbered lists, and links.

    • Emoji & attachments

      Add reactions or attach files from the icons below the editor.

    • Empty state

      New DMs show Start a conversation — say hi to [name] until the first message is sent.

    Team Chat conversation with rich text toolbar, emoji and attachment icons, and Send button

Tip: Use project channels for delivery questions and People for quick 1:1 pings — keep Timesheet and approval links in the message so context is clear.

Tips

  • Use the bottom-right chat popup for quick DMs; use Admin → Team Chat for project and team channels.
  • Pin important project channels in your workflow — open Team Chat → Projects before standups.
  • Use + New group chat for cross-team incidents without creating a new Team in Admin.
  • Pop out long threads if you need the chat beside Timesheets or Reports.
  • Follow your company acceptable-use policy for chat content and attachments.

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