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Adding Chats to a Project

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Chats can be either created within a Project or added to an existing project using a couple of methods.

 

Creating a chat in a project

 

While in your project start a new chat thread, it is automatically associated with the project and is available to others based on the project sharing settings

 

Adding an existing chat thread to a project (within the project UI)

From within the project click on the Add chats button

 

The UI will present all chats that are not assigned to other projects to select from

 

Use the search bar to find the chat(s) you would like to add or alternatively scroll through the list and check the button for each chat thread to be added

 

Click Add chats when complete

 

 

Adding an existing chat thread to a project (from the Chat UI)

When working with a chat thread, you have a number of options in the top right corner of the UI. 
 
Click the add to project icon

 

Select from the list of existing projects or alternatively click Create new project to start a new one

 

 

 

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