Rooms, tasks and approvals in a company workspace

In a company workspace you get extra tools for working together. These are only available in a company workspace, not in Personal.

Rooms

On the web, the sidebar has a "Rooms" section. In the app, open the Chats tab and choose "Rooms" at the top. Click "New group" to set up a group, or "New message" to message one colleague. Every project has a "Project room" (a button on the project page) for everyone who can see that project.

• Type @ to mention a colleague.
• Type @XomiW to have XomiW work right in the room. If the task needs approval, only the person who asked sees the approval buttons.
• Reply in a thread, react, pin important messages; click "Summarize thread" when a thread gets long. The room's ⋯ menu has "Summarize the last 50 messages" and "Summarize unread messages".
• In the app, press and hold a message to react, reply in a thread, copy, pin, or edit or delete your own message.
• A message that couldn't be sent (offline) stays in the room with a "Send again" button; sending again never creates a duplicate.
• "Room settings": rename, add or remove members (the group's creator or a company admin), mute notifications, leave the group.
• From a chat's ⋯ menu, "Send to room" sends the chat to a project room or group, with a one-line summary.

Push and email notifications about room messages only say who wrote and in which room, never the message content.

Search messages in a room

The room's ⋯ menu has "Search messages in this room": type a few words to find older messages in that room; click a result to jump to that message (if it was deleted, the app says "This message is no longer there."). The room list refreshes about every 20 seconds; when offline, it shows the most recent saved copy.

Tasks

From a message in a room or a shared chat, click "Make a task": write the task, choose the "Assignee", set a "Due" time in plain words (for example "Friday 5pm", "tomorrow morning") and choose whether to remind the assignee when it is due. The task keeps a link back to the original message.

The "Tasks" page (web) has three tabs: "Assigned to me", "Assigned by me" and "Done". Mark a task done, reopen it or delete it right on its row.

In the app:

• Open the Chats tab, choose "Rooms", then tap "Tasks" below the room list. Filter by "Assigned to me", "Assigned by me", "All" and "Open" / "Done". Tap the circle at the start of a row to mark it done.
• Tap "New task" to create a task that isn't tied to a message.
• Tap a task to see its details: "Mark done" / "Reopen", "Edit" (task name, notes, assignee, due date and time in Vietnam time, "No due date"), "Open the message" and "Delete task".
• In a room, press and hold a message and choose "Make a task". The room's ⋯ menu has "Room tasks".
• An "assigned you a task" notification opens that task directly.

Only the person who assigned the task, the assignee or a room manager can edit a task. Only the person who assigned it or a room manager can delete it.

Approvals in a team

The "Approvals" page collects actions colleagues have asked you to approve, or that need an approver under a project or company rule.

• "Hand to…": pass an approval card to a colleague who can see that project or room, with a note if you like. Click "Take back" to withdraw it.
• Cards whose approver is set by a project or company rule can't be handed to someone else.
• Every hand-off and decision is logged.

Share a chat with colleagues

In the chat's ⋯ menu, choose "Share" to share it with colleagues, or "Send chat to…" to send it with a note. Recipients can view the chat (view only).

Shared projects

Every project has a "Who can see this project" setting: "Project members only" or "The whole team". Inside a project, each person only sees the chats they created themselves.