Troubleshooting and need a helping hand?

1. Login to Worktual web/mobile application
2. Select Start → Chat option
3. Type the name of the user and select the contact to start chatting

Note: If you have an existing chat with the contact, then navigate to Chat → Recent Chat history and select the conversation to start chatting.

1. Login to Worktual web/mobile application
2. Select Start → Group option
3. Enter Team name
4. Add Team Members
5. Choose team type (public/private) and click Create button

Private teams are visible and accessible only for the team participants whereas public teams are viewed and joined by anyone in the organization.

You can tag any members in the team chat and send a message specific to that team member.

To tag anyone in the team chat:

1. Type @ in the text field, and a popup will appear with the member's name.
2. Select the name you want to tag.
3. Note: You can also tag multiple members at a time.
4. After mentioning the participants, type the message you want to send and click on the Send button.

1. Login to your Worktual web/mobile application
2. Navigate to Contacts menu and select a contact
3. Click Task → New Task button
4. Fill the details and click Save

Alternatively, you can assign tasks from My Space → Tasks → New Task.

Contact(s) will be notified when a task is assigned to them.

1. Login to your Worktual web/mobile application
2. Select My Space → Events to manage your events

1. Login to Worktual web/mobile application
2. Initiate a new conversation or choose an existing chat
3. In the chat text editor, click Attach File icon
4. Choose the File source; Select the file you want to share and click on Send button

1. Login to Worktual web/mobile application
2. Select My Space → Notes → New Note
3. Enter the details and click Create

Alternatively, you can add a note from a conversation by clicking the New Note icon in the text editor.