Reading and replying to a message

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The chat function in 4planning lets you receive and reply to messages easily. This article explains how to open, read and respond to a message.

Step 1: Go to Chats

  1. Log in to your 4planning environment.
  2. Open the Chats section.

You now see an overview of all chat conversations, both personal and group conversations. At the top of the overview you can search conversations, and at the bottom the New chat button lets you start a conversation with another member right away.

Step 2: Open a chat

  1. Find the conversation you want to open.
  2. Click the conversation.

The chat opens and you see all received and sent messages.

Step 3: Read the message

Read the message in the conversation. New messages appear immediately.

Step 4: Reply to the message

  1. Click the input field with the placeholder Type your message….
  2. Type your reply.
  3. Click the send icon to send the message.

Your reply is sent straight away.

Step 5: Use the message menu

  1. Press and hold a message (right-click on a computer) to open the message menu.
  2. Choose React to add an emoji to the message, Reply to quote the message in your answer, or Copy to copy the text.
  3. Is it your own message and did you send it less than 5 minutes ago? Then the same menu also shows Edit and Delete.

Read more about those last two options and the 5-minute rule in Editing or deleting a message.

Step 6: Leave the conversation

  1. Click Back to close the chat.

Tips for effective use

  • Reply quickly so communication runs smoothly.
  • Keep answers clear and short.
  • Use group chats for general communication and personal chats for individual questions.

Good to know

  • New messages appear in the overview automatically.
  • You receive a notification when a new message arrives.
  • From the Chats overview you can also pin, archive or mute a conversation by swiping it to the left.
  • Conversations stay available in the Chats section.

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