Chat
Real-time messaging is built into every project and available as direct messages across the workspace. No need for a separate Slack or Teams — your conversations live right next to your tasks and documents.
1 Project channels
Each project can have multiple chat channels. Navigate to a project's Chat section in the sidebar to see all channels.
- Click a channel to enter it.
- Use the channel dropdown at the top of the chat view to switch between channels quickly.
- Click + next to Chat in the sidebar, or Create a channelto make a new one. Provide:
- Name (lowercase letters, numbers, hyphens, underscores; up to 100 characters).
- Description (optional, up to 1,000 characters).
- Initial members to add.
1.1 Managing channels
From the channel header icons, you can access:
- Channel info — View and edit the channel name, description, and member list.
- Channel settings — Manage channel configuration.
2 Send messages
Type in the message composer at the bottom of a channel. The composer includes a toolbar with quick-access buttons:
| Icon | Action |
|---|---|
| 📎 Paperclip | Attach a file |
| 🖼 Image | Upload an image |
| @ | Mention a person — they'll be notified |
| # | Reference another channel in the project |
| 😊 Emoji | Open the emoji picker |
| / | Open the slash command menu |
You can also trigger these directly by typing the character in your message: @ for mentions, # for channel references, / for slash commands.
2.1 Referencing entities in chat
One of Projectyl's key features is the ability to reference tasks, documents, and targets directly from chat using slash commands:
/task— Search and insert a link to a task (e.g. clicking it navigates to PROJ-123)./doc— Search and insert a link to a document./tar— Search and insert a link to a target./new— Create a new task, document, or target without leaving the chat./fmt— Access formatting options./meet— Start a meeting session.
This keeps your conversations connected to the work — no more "which task was that?" or hunting through project boards.
3 Message actions
Hover over any message to reveal action buttons:
- React — Click the emoji button to add a reaction. Click an existing reaction to toggle yours. Reactions show a count.
- Reply in thread — Click a message to open a thread panel with the original message and all replies. Thread reply counts are shown below the message (e.g. "2 replies").
- Edit — Edit your own messages.
- Delete — Delete your own messages.
4 Direct messages
Access DMs from the Direct Messages section in the sidebar.
- Click a person's name to open a one-on-one DM.
- Favourite a DM by clicking the star icon to pin it at the top of the list.
- Unread message and mention counts are shown as badges.
DMs are one-to-one only. For group conversations, use project channels.
Tip: DMs are great for quick side conversations, but for anything related to project work, use project channels so the whole team has context.
5 Unread indicators
- Channels and DMs with unread messages show a count badge in the sidebar.
- Mention counts are highlighted separately so you know when someone specifically needs your attention.
6 File attachments in chat
Attach files to any chat message using the paperclip icon or by dragging and dropping a file onto the composer. Attached files can be downloaded by any channel member. files can be downloaded by any channel member.