Chat Zone

The Chat Zone is an instant messaging feature that is part of the Social Board workspace. Use the Chat Zone to communicate directly with other users. You’ll see the Chat Zone only if your administrator has enabled it for your user role.

The following are features of the Chat Zone:

•If it’s enabled, the Chat Zone automatically appears on the right side of the Social Board workspace. Chats sent to you are not displayed to you unless you open either the Social Board workspace or the Chat Zone.

•You can have up to ten different conversations in the Chat active at one time.

•After you’ve opened the Social Board workspace (which activates the Chat Zone), you can close the workspace and continue to send and receive chats. To hide/show the Chat Zone, toggle the sidebar handle.

1.From the workspace menu, click Social Board. If enabled, the Chat Zone automatically displays on the right side of the page, if not, contact your administrator.

2.To begin a chat, click Start New Conversation within the Chat Zone. A chat window is displayed.

3.To add users, do the following:

•Click Add Person.

•In the text box that appears, enter the name of the person to chat with.

•Click Add. Repeat as needed—there is no limit to the number of users that you can include.

4.In the bottom message area, type a message.

5.Press the ENTER key to publish the message. Users cannot see your message until you publish it. Your message appears below the list of recipients:

•Public conversations have a white background.

•Private conversations have a blue background.

6.To minimize the conversation, click the conversation header. Click the header again to toggle open.

7.To remove conversations, click the Remove Conversation from the Chat Zone icon.

You can have conversations at a team, group, or role level in the Chat Zone (as well as in the Social Board). You can only chat with teams, groups, or roles of which you are a member. Before starting the chat, you must first start the conversation in the Social Board.

1.From the workspace menu, click Social Board.

2.Enter a message in the text box.

3.Click Add group.

4.Choose a team, group, or role from the drop-down list, then click Add.

5.Click Share. The message appears on the Social Board and the conversation is submitted to the team.

6.Click the chat icon in the message window to move the conversation into the Chat Zone. You can continue chatting with the group from the Chat Zone.

After publishing a conversation, you can position the chat window over other windows to continue monitoring the conversation.

1.Within the conversation header, click the pop-out arrow icon.

2.To move the Chat window, drag the header to another location.

3. To return the window to the Chat Zone, drag and drop it back into the Chat Zone. If you click the close icon, the conversation is removed from the Chat Zone.