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Chat

Real-time messaging with project channels and direct messages in Projectyl.

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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.

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 channel to 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.

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.

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.

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.

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.

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.

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.

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.

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