Get started with Google Chat

3. Collaborate in Chat

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Chat

With Chat, you can share useful ideas and brainstorm with co-workers in team and project rooms. Need to meet face-to-face? Just start a Google Meet video meeting right in your chat conversation.
 

3.1 Start a video meeting

When you’re collaborating with your team, sometimes it’s better to meet face-to-face. Start an impromptu video meeting with your team members.

Start a video meeting from Chat

  1. Open a chat message.
  2. In the reply area, click Add video meeting ""and thenSend "" .
  3. Click Join video meetingand thenJoin now to join the meeting.

Start a video meeting from Chat in Gmail

  1. Open a chat message.
  2. In the reply area, click Expand ""and thenAdd video meeting ""and thenSend "".
  3. Click Join video meetingand thenJoin now to join the meeting.
3.2 Send and share files in conversations

You can add files from your computer, mobile device, or Google Drive directly to Chat messages. In a room, you can see files shared with the room, open files, and add files to Drive.

Send files in a chat message

  1. Sign in to Chat or Gmail.
  2. Enter your message and choose an option:
    • To attach a file from your computer, click Upload "".
      The file is not added to Drive. Other users get the file directly in the message.
    • To attach a Drive file, click Google Drive "".
      When you send the file, you'll be warned if the room or someone in a direct message doesn't have access. If you have Edit access to the file, you'll see an option to grant access. If you grant access to a room, it also applies to people who join the room later. If people leave the room, they lose access to the file unless they’re given access individually or through another group.
  3. Select the file that you want to send.
  4. Click Send "".
Attach a file to a discussion

See and manage files in a room

Currently, you can't view and manage files in a room at chat.google.com.

  1. Open Gmail.
  2. Select the room.
  3. At the top, click the Files tab.
    You might have to expand the room to see the Files tab.
  4. Click the name of the file to open it.
    • Google Docs—File opens in the chat window, next to the conversation.
    • Other Google files—File opens in a new browser tab.
    • Other types of files—File opens as a preview in full screen. Files not in Drive will download, except PDF and video files which open in a new browser tab.
  5. (Optional) To view or save a file, next to the file, click:
    • ""—Opens the file in Drive.
    • ""—Saves the file to Drive.
    • ""—Opens the chat message where the file was shared.

Remove a file from a room

  1. Open Gmail.
  2. Select the room.
  3. At the top, click the Files tab.
    You might have to expand the room to see the Files tab.
  4. Next to the file, click View in chat ""and thenscroll to the chat message where the file was shared.
  5. Click Delete ""and thenDelete.

Deleting the file removes it from the Files tab in the room, but doesn't remove the file from Drive.

Collaborate on documents in a room

You can collaborate on a shared file in Docs with team members directly in a room. Open the document in the chat window, next to the conversation, so you can chat while editing.

  1. Open Gmail.
  2. Select the room and expand it to full screen if it's not already.
  3. Open the document in one of these ways:
    • From the conversation, click the document.
    • From the Files tab, click the file name.
  4. When you're done editing, at the top right, click Close "".
  5. (Optional) To open the document in a new browser tab, choose an option:
    • If the document is open in full screen, at the top right, click New tab "".
    • From the conversation preview, click New tab "".

Tip: When you work on files together, you can edit, format, share, and rename documents without leaving Gmail. To work with comments or other features in Docs, open the doc in a new tab.

3.3 Create and assign tasks in a room

As a member of a room in Chat, you can create and manage group tasks and assign tasks to other room members. Tasks display in the room where they're created and in the assignee’s personal tasks in Google Tasks. When someone creates or updates a task, such as assigning or completing the task, a notification appears in the room.

Currently, you can't create and manage tasks in a room at chat.google.com.

Create and assign a task in a room

  1. Open Gmail.
  2. Select the room where you want to create a task.
  3. At the top, click the Tasks taband thenAdd room task.
    You might have to expand the room to see the Tasks tab.
  4. Enter the task title.
  5. (Optional) To add a description or more details, click Add details and enter the information.
  6. (Optional) To add a date and time, click Add date/time, select themand thenclick OK.
    If you add a date and time to your task, you'll get notifications at the scheduled dates and times.
  7. (Optional) To assign the task to a member of the room, click Assignand thenthe name of the person. To assign the task to someone who isn't a member of the room, you need to invite them to the room first.
    If the assignee leaves the room, the task remains in the room and in their personal task list in Google Tasks.
  8. Click Add.

After you create a task, a notification appears in the room to let everyone know.

Edit a task

  1. Open Gmail.
  2. Select the room.
  3. At the top right, click the Tasks taband thenselect the task.
    In Gmail, you might have to expand the room to see the Tasks tab.
  4. Click the title, details, date and time, or assignee and make the changes.

If you have a task in your personal task list, you can edit the task title, details, and date or time from your personal task list. Any changes update the task for everyone in the room and a notification appears.

Mark a task complete

  1. Open Gmail.
  2. Select the room.
  3. At the top, click the Tasks tab.
    In Gmail, you might have to expand the room to see the Tasks tab.
  4. Next to the task, point to Incomplete "" and click Complete " ".

After a room task appears on your personal task list, you can mark the task complete from your personal task list instead of from the room. Changes update the task for everyone in the room and a notification displays.

Mark a task incomplete

  1. Open Gmail.
  2. Select the room.
  3. At the top, click the Tasks tab.
    In Gmail, you might have to expand the room to see the Tasks tab.
  4. Next to Completed, click Expand "" to view the tasks.
  5. Next to the task, click Complete "" to change the status to Incomplete "".

Delete a task

Deleting a task deletes it for all members of the room and from the assignee’s personal task list.

  1. Open Gmail.
  2. Select the room.
  3. At the top, click the Tasks taband thenselect the task.
    In Gmail, you might have to expand the room to see the Tasks tab.
  4. At the top right, click Delete ""and thenDelete.
 
3.4 Search in Chat

Need to search for a specific word or project? With Chat, you can search in direct messages or rooms for @mentions and look for content, such as videos, documents, presentations, and more.

Search messages in Chat

  1. Sign in to Chat.
  2. At the top, click Search "".
  3. On the left, select a room or click All rooms and direct messages.
  4. In the search box, enter search text.
  5. (Optional) To narrow your search, click people and content types (such as images or videos). 
  6. Click Go to thread to open the result.
Search rooms, contacts, messages under "Choose Where To Search"

Search chat messages in Gmail

  1. Sign in to Gmail
  2. In the search box at the top, enter search terms and press Enter
  3. Under the search box, click Chat.
  4. (Optional) To refine your search, click the search filters below the search box. You can use as many filters and operators as you want. 
  5. Click the result to open the chat in Gmail.

Note: If you have older messages in classic Hangouts that match the search, at the bottom, click View in the notification message.

 
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