Overview
Edworking’s chat module serves as the hub for all team communication. Everything happens within one workspace – private messages, group discussions, task‑specific chats and space‑level conversations – so you never need to jump between apps. This guide highlights the latest improvements to Edworking’s chat experience, including built‑in AI tools and powerful integrations with tasks and meetings.
Navigating Chat
When you click the Chat icon in the left‑hand sidebar you see a list of your most recent conversations. Selecting a chat here opens a compact chat window that appears in the bottom‑right corner of the workspace; this lightweight view lets you read and send messages without leaving your current page. To expand any conversation into a full‑screen view, either click the Chat icon itself or use the expand button (often a square with arrows) in the header of the compact chat. You can also close or remove a conversation from the compact view at any time.
The two images below illustrate the difference between the compact and full views. The first shows a private conversation with David Cagigas in a small pop‑up at the bottom corner. The second shows the same conversation in the full chat window, with chat categories on the left and a threaded discussion on the right:
Chats are organized into tabs:
Recent – a combined view of your latest private, task and space chats.
Private – direct messages between you and other team members. You can create multi‑person group chats here too.
Tasks – every task card on your board has its own discussion thread. Opening a task chat allows you to ask questions, share files, track progress and even change the task’s state without leaving the conversation.
Spaces – each space (workspace) has a dedicated channel where all members can talk and share announcements.
Use the search field at the top of the chat panel to quickly locate a conversation or participant. You can filter by name or keyword; results update as you type.
Starting a Conversation
Private chat – click the New Chat button (usually a message icon), enter one or more recipients and press Start. Give the chat a name to distinguish group threads.
Task chat – open any task card from your board and click the Chat tab on the right. This links the conversation to the task so anyone viewing the card can follow the discussion.
Space chat – select a space from the sidebar and go to its Chat tab. All space members can participate in this channel.
Sending Messages, Files and Media
Edworking chat supports rich text, emojis and attachments:
Text and formatting – type your message and highlight text to access formatting tools for headings, lists and code blocks. Use the slash (
/) command to insert quick elements such as checklists or code snippets.Emojis and reactions – click the smiley icon to add emojis or react to someone else’s message. Reactions help you acknowledge updates without cluttering the conversation.
File sharing – drag and drop files directly into the chat or use the attachment icon to select documents, images or videos from your computer. Uploads are stored in the conversation and can be previewed or downloaded by participants.
You can also mention colleagues using @username to notify them directly or reference tasks with #task‑name. When you link a task in a message, the preview shows its current status and due date inline so everyone knows what is being referenced.
Using the AI Assistant in Chat
Alongside your human conversations, Edworking includes an AI assistant trained on your workspace data. The bot lives in its own tab within the chat list and can answer questions about your projects, tasks and team activity. Instead of manually searching through boards or reports, simply ask the assistant for an update – for example:
“What’s the current status of Project X?” – the AI will summarise recent progress and outstanding tasks.
“How many tasks were completed last week?” – it can provide quick metrics across your teams and spaces.
“Show me today’s deadlines.” – the assistant identifies tasks due soon and who is responsible.
The AI combines information from your tasks, docs and calendar to deliver accurate responses. You can also ask it to generate meeting agendas or recap long discussions. Because the assistant understands context, it’s ideal for catching up after time away or making informed decisions without leaving the chat.
Video Calling: Integrated Everywhere
Edworking treats video calls as a natural extension of your conversations. You don’t need to jump out to a separate tool or meeting link; instead, video calling is built into every chat. Whether you’re messaging one person, collaborating on a task or discussing a space‑wide initiative, you can start a call directly within the thread. For more formal or scheduled sessions, Edworking offers dedicated Meeting Rooms, which are separate spaces designed for longer group calls. No matter which option you choose, the experience is consistent – participants can turn cameras on/off, share screens, switch input devices and adjust settings without leaving the conversation.
Private, Task and Space Calls
Private chats – click the video camera icon at the top of a one‑to‑one chat to start a call. The person you’re messaging will receive a prompt to join. Once connected, you can toggle your microphone or camera on/off and share your screen without leaving the chat.
Task and space chats – group calls work the same way. From any task or space channel, click Start Video Call to open a call that everyone in the thread can join. You can continue typing in the chat while the call runs; the conversation stays visible in a sidebar beside the video tiles.
Meeting rooms – for recurring stand‑ups or larger sessions, open the Meeting Rooms section in the sidebar and create a room. Participants join via a simple link and can remain in the room as long as needed. Meeting rooms are ideal for presentations or workshops, but they share the same interface and controls as in‑chat calls.
Call Controls and Device Settings
During a call, a toolbar along the bottom of the screen provides intuitive controls:
Microphone and camera toggles – click the mic or camera icons to mute or disable your video. Next to these icons, a small arrow reveals a drop‑down menu where you can select a different microphone or webcam if you have multiple devices connected.
Settings – click the gear icon to access call settings. Here you can adjust audio levels, enable noise cancellation, blur your background or turn on automatic lighting adjustments. These options ensure your voice and video look and sound their best.
Screen sharing – share your entire screen or a specific window to present information. Everyone in the call sees your shared content, and you can stop sharing at any time.
Invite participants – copy the call link or drag additional people from the chat list into the call. Even mid‑call, you can add more participants without disrupting the discussion.
If your organization uses Edworking’s white‑labelling feature, your team’s custom logo appears above the video feed, giving calls a personalised and professional look.
Integration with Tasks
Chat threads are tightly coupled with tasks so that discussions stay relevant and actionable:
Every task card has its own chat. You can open a task from the board and jump straight into the Chat tab to ask questions, share updates or upload files without leaving the card.
Mention a task in any other chat (
#task‑name) to embed a preview card showing its current status, assignee and due date. Anyone can click the preview to open the task, update its state or add comments.Create new tasks directly from chat when you spot an action item. Simply type the details and use the quick‑add button to convert your message into a task. This keeps conversation history linked to the work it generates.
Best Practices
Keep conversations focused – use task chats for project‑related discussions and private chats for personal or off‑topic matters. Compact chat windows are great for quick exchanges without losing context, while full‑screen chats are ideal for deeper discussions.
Leverage the AI assistant – ask the bot for project updates, task counts or deadlines instead of manually searching. Let it summarise conversations when you’re catching up.
Capture action items immediately – convert messages into tasks directly from chat so nothing falls through the cracks. Each task retains its associated discussion, keeping work and communication connected.
Take advantage of built‑in calling – start video calls from any chat when written messages aren’t enough, and use the settings menu to switch devices or adjust audio and video quality.
Conclusion
Edworking chat brings messaging, task collaboration, AI insights and video calling into one unified workspace. Whether you’re coordinating a project, sharing files or asking quick questions, everything happens in context. With the built‑in AI assistant, you can query project status or task metrics on demand, and with integrated calls you can switch from text to video without leaving the app. Following the best practices above will help your team stay aligned and work more efficiently.