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TaskGuru Features Guide

How to Use Messaging and Chat

Master TaskGuru's integrated messaging system for seamless team communication. Enable real-time discussions with board chats, task-specific conversations, and smart notification management.

Seamless Team Communication

Board Chats: Team-wide discussions similar to Slack channels

Understanding TaskGuru Messaging

TaskGuru's messaging system provides real-time communication directly within your project workspace. Similar to popular platforms like Slack, TaskGuru offers board-level chats for general team discussions and task-specific chats for focused conversations, keeping all project-related communication organized and accessible.

Two-Level Communication System

Board Chats

Team-wide discussions similar to Slack channels, automatically created for each board with full collaborator access.

  • Team-wide communication
  • Project context
  • Persistent history

Task Chats

Focused conversations similar to Slack threads, providing dedicated discussion spaces for specific tasks.

  • Focused discussions
  • Task-specific context
  • Targeted notifications

Notification System

Smart notification delivery with visual indicators, email alerts, and assignment-based priority for effective communication.

  • Visual indicators
  • Email notifications
  • Assignment priority

Step-by-Step Messaging Guide

1

1. Board Chat Access Methods

Quick Access via Board Card

Fastest way to start team communication about a project

Steps:
  1. 1
    Navigate to your dashboard
  2. 2
    Find the board you want to chat about
  3. 3
    Hover over the board card
  4. 4
    Click the chat icon <span class="material-symbols-outlined" style="font-size: 20px; vertical-align: text-bottom;">chat_bubble</span> that appears
  5. 5
    Chat widget opens in bottom right corner

Expanded Board Detail Screen

Comprehensive board view with integrated chat functionality

Steps:
  1. 1
    Hover over the board card
  2. 2
    Click to expand to detail screen
  3. 3
    Chat appears automatically or click 'Open Chat'
  4. 4
    Full team communication interface becomes available
2

2. Task Chat for Focused Discussions

  1. 1
    Navigate to any board containing tasks
  2. 2
    Find the specific task you want to discuss
  3. 3
    Hover over the task
  4. 4
    Click the chat icon <span class="material-symbols-outlined" style="font-size: 20px; vertical-align: text-bottom;">chat_bubble</span> that appears
  5. 5
    Task-specific chat widget opens
Key Benefits:
  • Focused discussions about specific work items
  • Contextual communication tied to tasks
  • Reduced clutter in general board chat
  • Enhanced task collaboration
3

3. Setting Up Chat Collaborators

  1. 1
    Use the 'Add Collaborator' <span class="material-symbols-outlined" style="font-size: 20px; vertical-align: text-bottom;">person_add</span> button on board
  2. 2
    Enter email addresses of team members
  3. 3
    Send invitations to join board
  4. 4
    Chat functionality activates once invitations are accepted
Pro Tips:
  • Add collaborators before starting important discussions
  • Verify email addresses before sending invitations
  • Choose appropriate collaboration types for context
4

4. Understanding Notification System

  1. 1
    Red notification badge appears on chat icons
  2. 2
    Dashboard indicators show message activity
  3. 3
    Message count displays for unread conversations
  4. 4
    Real-time updates appear immediately
5

5. Mobile Chat Functionality

  1. 1
    Access TaskGuru via mobile web browser
  2. 2
    Use touch interface instead of hover for chat access
  3. 3
    Chat widget adapts to mobile screen size
  4. 4
    Full notification system works on mobile devices

Video Tutorial

Complete Messaging System Overview

Watch how to use TaskGuru's complete messaging and chat system for effective team communication

Best Practices for Team Communication

Board Chat Strategy

  • Use for general project updates and announcements
  • Share important links and resources
  • Coordinate team schedules and meetings
  • Discuss overall project direction

Task Chat Focus

  • Keep discussions specific to the task
  • Share progress updates and blockers
  • Ask questions about task requirements
  • Collaborate on implementation details

Notification Management

  • Configure notification preferences appropriately
  • Use assignment-based notifications effectively
  • Check visual indicators regularly
  • Respond to messages in a timely manner

Frequently Asked Questions

Can I chat with someone who isn't on my board?

No, chat functionality is limited to board collaborators. You'll need to add them to the board first to enable messaging.

How long are chat messages stored?

Chat messages are stored permanently and remain accessible as long as the board exists, providing complete conversation history.

Do task chats remain if I move a task to a different board?

Task chat history typically moves with the task, maintaining conversation context when tasks are transferred between boards.

Can I turn off notifications for specific boards or tasks?

Notification preferences can be configured, though specific options may vary based on your TaskGuru settings and plan.

Is there a limit to how many people can participate in board chats?

Chat participation is limited to board collaborators, with limits depending on your TaskGuru plan and board settings.

Can I access chat history from mobile?

Yes, full chat history is accessible through the mobile web version with the same functionality as desktop.

What happens to notifications if I'm not assigned to a task?

All board collaborators see visual indicators for task chats, but only assigned task owners receive email notifications for priority awareness.

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