Product Guides
Tutorials, Videos and tips to get up to speed and get work done.
How to Use Chat from Feeds
Ever scrolled through updates, spotted something that needed a quick response and then lost time switching apps to follow up?
That’s the problem Clariti’s Feeds solve.
Feeds gather your updates, files, and activity in one place and let you start a chat or link a To-Do right from the feed item. No context lost. No tool-hopping. Just quick action where information already lives.
Tutorial Overview
In this tutorial, you’ll learn how to:
- View and manage all feed items in one place.
- Start a chat directly from a feed item.
- Link To-Dos to feed items for quick follow-up.
- Keep work conversations and actions tied to their original context.
Detailed Sections
How-To: Access and Navigate Feeds
Feeds show everything happening across your workspace new updates, shared files, mentions, and activity.
Steps:
- Go to the Feeds section in the left sidebar.
- Scroll through your feed to see items listed chronologically.
- Each feed item displays key details (Subject, Conversation, Time, Feed).
Tips: You can quickly decide which updates need action and start right there.
How-To: Start a Chat from a Feed Item
Turn updates into real-time conversations without leaving the feed.
Steps:
- Click the feed item that requires follow-up.
- To start the chat, click on the “Chat, Call” button at the bottom.
- Select recipients and edit your subject of the chat.
- Click “Share & Chat” and start chatting right away.
Tips: Starting chats from feeds keeps the conversation rooted in context you know exactly why it began.
How-To: Link a To-Do from a Feed Item
Some feed updates need more than a message; they need a follow-up.
Steps:
- Click on “Feeds” to view all your updates listed chronologically.
- Select the feed you want to create a To-Do from.
- At the bottom of the feed, click “Schedule.”
- From the options, choose “To-Do.”
- Your feed reference is automatically linked to the To-Do
Tips: Add files or notes for additional context.
Supplementary Links
- Clariti Features Overview: Customizable Workspace Theme
- Related Tutorial: Integration via Zapier for automation
By using Chats and To-Dos directly from Feeds, you’re not just reacting faster, you’re also keeping your work connected to its source. Every conversation starts with context, and every task stays anchored to where it began.
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