A chat message becomes a project task

What moves

From a message in Team Chat you can create a task in any project you may edit. The task links back to the conversation and a card for it is posted in the chat.

Before you start

• Project Management and Team Chat in your plan
• Permission to create tasks

Step by step

1. Project memberTeam Chat & Calls

   Opens the menu on a message and chooses to create a task.

   You see:A dialog asks for the project and title.

2. Project memberTeam Chat & Calls

   Chooses whether to copy the message text, which is off in private conversations.

   You see:A notice says where the text will go.

3. SystemProject Management

   Creates the task with a link back to the conversation.

   You see:The task is on the project's board.

4. Project memberTeam Chat & Calls

   Sees a card for the new task posted in the conversation.

   You see:Colleagues click it to open the task if they may see the project.

Related

• Team Chat & Calls
• Project Management
• A meeting can be shared in a conversation as a card
• Approved leave shows as an on-leave badge in chat
• Chat alerts reach the notification centre
• A channel owner turns a channel into announcements
• A colleague calls, the other answers, both hang up
• Connections between modules