Chatting in ActiveCollab
In-App chat in ActiveCollab allows team members to communicate in real time without needing to leave the app. It supports one-on-one conversations, group chats, and file sharing, all from within your workspace.
Who Can See the Chat Hub?
Chatting is available for users with Owner, Member+, and Member roles. Chatting is not available for users with Client and Client + roles.
What Types of Conversations are Available in ActiveCollab?
Within the chat hub, you can have:
Private conversations,
Group conversations,
Team conversations.
How are conversations listed in the Chat?
All conversations are listed as:
Recent: If you are a part of a conversation, it will be listed as Recent. Conversations are ordered from the latest to the oldest.
Others: The list named Others shows all the other people with whom you do not have a private conversation, as well as teams you are a part of. To start a conversation with them, click on the name of the person or team.
How To Start a Private Chat?
Chatting in ActiveCollab
In-App chat in ActiveCollab allows team members to communicate in real time without needing to leave the app. It supports one-on-one conversations, group chats, and file sharing, all from within your workspace.
Who Can See the Chat Hub?
Chatting is available for users with Owner, Member+, and Member roles. Chatting is not available for users with Client and Client + roles.
What Types of Conversations are Available in ActiveCollab?
Within the chat hub, you can have:
Private conversations,
Group conversations,
Team conversations.
How are conversations listed in the Chat?
All conversations are listed as:
Recent: If you are a part of a conversation, it will be listed as Recent. Conversations are ordered from the latest to the oldest.
Others: The list named Others shows all the other people with whom you do not have a private conversation, as well as teams you are a part of. To start a conversation with them, click on the name of the person or team.
How To Start a Private Chat?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on the chat panel from the bottom-right corner of the screen
- Step 3: Search for the team member’s name by clicking on the search icon located in the top-right corner of the chat panel
- Step 4: Click on the person’s name to open a private chat
- Step 5: Type your message and press Enter to send
What is a General Group Chat?
The General group in the chat hub is where you will find all the users who are in the Owner company in the ActiveCollab. This does not apply to Clients and Clients + who cannot access the chat hub. General group is set by default.
How to Add Users in a General Group Chat?
Only users who are a part of the Owner company in ActiveCollab will be automatically a part of the General group chat.
How to Remove Users in a General Group Chat?
To remove users from a General group chat, you would need to change their company from the Owner company to a different company or delete or archive the user.
How To Start a Group Chat?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on the chat panel from the bottom-right corner of the screen
- Step 3: Click on the chat icon in the top-right corner of the chat panel
- Step 4: Enter the name of people you wish to create a group chat with
- Step 5: Select the users from the dropdown menu
- Step 6: Click on Create Group
How To Start a Team Chat?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on the chat panel from the bottom-right corner of the screen
- Step 3: Click on the chat icon in the top-right corner of the chat panel
- Step 4: Enter the name of a team in the search bar
- Step 5: Select the desired team
- Step 6: Click on Create Group
How To Rename a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the names of the participants
- Step 4: From the dropdown menu, click Rename
- Step 5: Name the group
- Step 6: Click Save
How To Invite New Participants In a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Invite
- Step 5: Enter the name of the user you wish to invite
- Step 6: Click Invite
How To Remove a Participant from a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Participants
- Step 5: Click on the ‘’X’’ icon next to the participant’s name
- Step 6: Click Remove
How To Change the Group’s Admin?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Participants
- Step 5: Click on the crown icon next to the participant’s name
- Step 6: Remove the previous admin by un-selecting the crown icon
- Step 7: Changes are automatically made
Note: You can have one or more admins in a group chat.
How To Mute a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Mute
- Step 5: The chat will automatically be muted
How To Leave a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Leave
- Step 5: Click Leave to confirm
How To Delete a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Delete
- Step 5: Click Delete to confirm
How To Create a Task from a Message in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to convert to task
- Step 4: From the dropdown menu, click on Create Task
- Step 5: Select the message you wish to create a task from
- Step 6: Click Create Task
- Step 7: Select a desired project
- Step 8: The task will be automatically created in the first task list of the selected project
Note: The selected messages from the chat will be shown in the task description. The name of the task will display the name of the user or group from which the task was created (Task from…)
How To Edit a Message in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to edit
- Step 4: From the dropdown menu, click on Edit
- Step 5: Edit the desired message
- Step 6: Click Enter
How To Delete a Message in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to delete
- Step 4: From the dropdown menu, click on Delete
- Step 5: Click Delete to confirm
How To Mark a Message as Unread?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to mark as unread
- Step 4: From the dropdown menu, click on Mark as unread
- Step 5: The message will automatically appear as unread in your inbox
How To Share Files in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the ‘’+’’ button in the bottom left corner of the chat panel
- Step 4: From the dropdown menu choose to add a file from the computer, Dropbox, or Google Drive
- Step 5: Once the file is uploaded, type your message and click Enter
How To Enable Conversation Shortcuts?
When the shortcuts are enabled, new messages are shown as pop-up bubbles on the right, which can be useful if you want to quickly open the conversation and see the information who sent you a message.
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, check the Conversation Shortcuts box
How To Disable Conversation Shortcuts?
When the shortcuts are disabled, new messages are shown as a badge number on the Chat panel.
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, un-check the Conversation Shortcuts box
How To Enable Conversation Sounds?
When enabled, messages are accompanied by a sound when ActiveCollab is opened in the browser.
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, check the Messages Sound box
How To Disable Conversation Sounds?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, un-check the Messages Sound box
How To React to Messages?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on an emoji icon next to the message you wish to react to
- Step 4: Click and select one or more: Log in to your ActiveCollab account
- Step 4.1: Click on the chat panel from the bottom-right corner of the screen
- Step 4.2: Search for the team member’s name by clicking on the search icon located in the top-right corner of the chat panel
- Step 4.3: Click on the person’s name to open a private chat
- Step 4.4: Type your message and press Enter to send
What is a General Group Chat?
The General group in the chat hub is where you will find all the users who are in the Owner company in the ActiveCollab. This does not apply to Clients and Clients + who cannot access the chat hub. General group is set by default.
How to Add Users in a General Group Chat?
Only users who are a part of the Owner company in ActiveCollab will be automatically a part of the General group chat.
How to Remove Users in a General Group Chat?
To remove users from a General group chat, you would need to change their company from the Owner company to a different company or delete or archive the user.
How To Start a Group Chat?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on the chat panel from the bottom-right corner of the screen
- Step 3: Click on the chat icon in the top-right corner of the chat panel
- Step 4: Enter the name of people you wish to create a group chat with
- Step 5: Select the users from the dropdown menu
- Step 6: Click on Create Group
How To Start a Team Chat?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on the chat panel from the bottom-right corner of the screen
- Step 3: Click on the chat icon in the top-right corner of the chat panel
- Step 4: Enter the name of a team in the search bar
- Step 5: Select the desired team
- Step 6: Click on Create Group
How To Rename a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the names of the participants
- Step 4: From the dropdown menu, click Rename
- Step 5: Name the group
- Step 6: Click Save
How To Invite New Participants In a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Invite
- Step 5: Enter the name of the user you wish to invite
- Step 6: Click Invite
How To Remove a Participant from a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Participants
- Step 5: Click on the ‘’X’’ icon next to the participant’s name
- Step 6: Click Remove
How To Change the Group’s Admin?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Participants
- Step 5: Click on the crown icon next to the participant’s name
- Step 6: Remove the previous admin by un-selecting the crown icon
- Step 7: Changes are automatically made
Note: You can have one or more admins in a group chat.
How To Mute a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Mute
- Step 5: The chat will automatically be muted
How To Leave a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Leave
- Step 5: Click Leave to confirm
How To Delete a Group Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open the group chat you created
- Step 3: Click on the name of the group chat
- Step 4: From the dropdown menu, click on Delete
- Step 5: Click Delete to confirm
How To Create a Task from a Message in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to convert to task
- Step 4: From the dropdown menu, click on Create Task
- Step 5: Select the message you wish to create a task from
- Step 6: Click Create Task
- Step 7: Select a desired project
- Step 8: The task will be automatically created in the first task list of the selected project
Note: The selected messages from the chat will be shown in the task description. The name of the task will display the name of the user or group from which the task was created (Task from…)
How To Edit a Message in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to edit
- Step 4: From the dropdown menu, click on Edit
- Step 5: Edit the desired message
- Step 6: Click Enter
How To Delete a Message in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to delete
- Step 4: From the dropdown menu, click on Delete
- Step 5: Click Delete to confirm
How To Mark a Message as Unread?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the three dots (...) next to the message you wish to mark as unread
- Step 4: From the dropdown menu, click on Mark as unread
- Step 5: The message will automatically appear as unread in your inbox
How To Share Files in a Chat?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on the ‘’+’’ button in the bottom left corner of the chat panel
- Step 4: From the dropdown menu choose to add a file from the computer, Dropbox, or Google Drive
- Step 5: Once the file is uploaded, type your message and click Enter
How To Enable Conversation Shortcuts?
When the shortcuts are enabled, new messages are shown as pop-up bubbles on the right, which can be useful if you want to quickly open the conversation and see the information who sent you a message.
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, check the Conversation Shortcuts box
How To Disable Conversation Shortcuts?
When the shortcuts are disabled, new messages are shown as a badge number on the Chat panel.
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, un-check the Conversation Shortcuts box
How To Enable Conversation Sounds?
When enabled, messages are accompanied by a sound when ActiveCollab is opened in the browser.
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, check the Messages Sound box
How To Disable Conversation Sounds?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Click on your avatar in the upper-left corner of the chat panel
- Step 3: From the dropdown menu, un-check the Messages Sound box
How To React to Messages?
- Step 1: Open the chat panel from the bottom-right corner of the screen
- Step 2: Open a desired chat
- Step 3: Click on an emoji icon next to the message you wish to react to
- Step 4: Click and select one or more