How do I share via the Chat on Desktop?

This article will explain how to share a Project, Binder Resource, Task or an Asset to the chat through the Admin portal.

1. Select either a Project, Binder Resource or Asset on the left-hand drop-down menu under resources. Click on Tasks for Tasks.  

Screenshot 2024-05-06 134719

Sharing Projects
Sharing Binder Resources
Sharing Tasks
Sharing Assets

2.1. To share a Project, Click on the underscored Project Name. 

 

 

2.2. Click on the paper plane icon to select your chat recipient. 

2.3. Select the worker/recipient and submit to send.  

Screenshot 2024-05-06 121846

 

3.1. To send a binder resource, click on an existing Binder folder to navigate to the file.

Screenshot 2024-05-06 104657

3.2. Select the resource's action tab within the Binder and select "Share via chat"

Screenshot 2024-05-06 121450

3.3. Select the worker/recipient and submit to send.  

Screenshot 2024-05-06 121846

4.1. To send a Task, click on the underscored Task Name to navigate to the task. 

4.2. Click on the paper plane icon to select your recipient. 

4.3. Select the worker/recipient and submit to send.  

Screenshot 2024-05-06 121846

5.1. To share an Asset, click on the underscored Asset Name to navigate to the Asset. 

5.2. Click on the paper plane icon to select your recipient. 

5.3. Select the worker/recipient and submit to send.  

Screenshot 2024-05-06 121846