Troubleshooting and need a helping hand?

We are always available for call, but have a quick look at our FAQs first to see if you can find the solutions quickly and easily.

How do I access one-on-one chat?
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 exsiting chat with the contact, then navigate to Chat → Recent Chat history and select the conversation to start chatting.
How do I create a team chat?
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
What are private and public teams?
Private teams are visible and accessible only for the team participants whereas public teams are viewed and joined by anyone in the organization.
What is @Users?
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.

Note: You can also tag multiple members at a time

3. After mentioning the participants, type the message you want to send and click on the Send button.
How do I assign tasks?
1. Login to your Worktual web/ mobile application
2. Navigate to Contacts menu and select a contact
3. Click Task → NewTask 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
How do I manage my events?
1. Login to your Worktual web/mobile application
2. Select My Space → Events to manage your events"
How can I do file sharing?
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
How do I add notes?
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 note from a conversation by clicking New Note icon in the text editor

Still need assistance? Don't hesitate to contact us

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