Use Team chats

The Team chat page will always display a list of channels where you participate. To join a public channel:

1. Click Add channel > Browse all channels. Team members see only the channels they’re allowed to access, but firm admins and owners may see more channels based on their permissions.

2. Select a channel from the list:

   • If you want to join immediately, click Join next to its name.

   

   • If you want to view a chat description before joining, click the chat name in the list and then click Details or the information icon.

   

Pour quitter une chaîne, vous pouvez utiliser l'une de ces méthodes :

• Click Add channel > Browse all channels. Select a channel from the list, click Leave next to its name and confirm.

• Cliquez sur les trois points en haut à droite et sélectionnez Quitter la chaîne .

Note

Si vous quittez un canal privé, vous devez à nouveau être invité à le rejoindre.

To join a channel:

1. In the Team tab, tap +Add channel.

2. Select a channel from the list and tap Join channel.

To leave a channel:

1. Open the channel.

2. Tap three dots in the top right corner and select Leave channel.

Messages in the channel are displayed in chronological order, from oldest to newest. To send a message:

1. Navigate to Team chat from the sidebar menu.

2. Sélectionnez la chaîne souhaitée dans la liste.

3. Write a message using the text formatting toolbar and @mentions if you want to notify a specific team member. Text formatting for messages in team chat is the same as in client chats .

4. Click the send button or Cmd/Ctrl + Enter.

   

1. In the Team tab, select the channel you want to send a message to.

2. Type the message and tap the send button.

To start a private 1-1 chat:

1. Navigate to Team chat from the sidebar menu.

2. Choose an existing chat or click Send direct message. 

3. Choose a person from the list—this can be a coworker or yourself.

Starting a chat with yourself creates a personal workspace where you can take notes, save links or files, and manage your to-dos.

In the Team tab, choose an existing chat by tapping on the name of the coworker, or select + Start new chat to start a new one.

You can also tap the + button at the bottom right corner and select Direct message.

Click three dots at the top-right corner of a message to edit the message.

Note that you can only edit the messages you have written.

Long tap on the message and select Edit. When finished, tap the blue arrow to save or the red cross to cancel.

Note that you can only edit the messages you have written.

Click three dots at the top-right corner of a message, then click Delete.

Note that employees can delete only messages they have written. Firm owner or admin can delete all messages. Deletion is permanent, meaning the message cannot be restored. 

Note

Si le message contient une mention, la suppression du message supprime celle associée. Inbox+ notification.

Long tap on the message and select Delete message.

Note that you can only delete the messages you have written.

Channels with new messages are highlighted in bold on the Team chat page, and if the current logged-in firm member has not read them, a counter of unread messages with @mentions next to the channel name is displayed.

For general updates, the green dot will appear in the left sidebar menu. If you were mentioned directly, you’ll see a number and receive an Inbox+ notification .

Additionally, you can set up both sound and browser notifications for new messages in team chats. Browser notifications help ensure you don’t miss important messages even when you’re not actively in TaxDome.

Channels and 1-1 conversations with new messages appear at the top of the Team tab.

To receive alerts and be notified immediately when someone sends you a direct message, enable push notifications:

1. Tap your profile picture in the top-right corner.

2. Select Push notifications.

3. Turn on notifications for messages.