Start a chat with one or more members

Scroll down to see how to do this in Symphony 1.5


In Symphony 2.0:

Quickly and easily create a direct chat or group chat by clicking the the + in the upper left of your platform (figure 1):



Figure 1 Click Create to start a new chat


Add the person or people you want to chat with and click Create Chat (figure 2).



Figure 2 Add members and click Create Chat 


Whether you create a direct chat with one person or a group chat with multiple people, you can add members to the chat at any time. Your chat history is maintained. This way, your chats evolve seamlessly as projects mature (figure 3).



Figure 3 Add members to a group chat and maintain chat history


Add a name to your group chat at any time by clicking the pencil icon in the chat header. This converts the group chat into a chat room with settings you can manage in chat details (figure 4).



Figure 4 Name a group chat to convert it into a chat room


Note: Converting to a group chat with maintained history is only available on Symphony 2.0. 





In Symphony 1.5:

Click + in the top left of the screen and select Direct Chat (Figure 1): 


Figure 1 Start a Direct Chat


Type the name of a person you want to chat with then tap on their name. Repeat this step to add more people. Click Create and type your message. (Figure 2):




Figure 2 Add members to create a Direct Chat


You can also search for someone using the Search bar. Hover over their name, and click the Chat button. Type your message and press Enter to send it.


Note: You must be connected with the external user before you can chat with them.