Comprehensive guide to the EasyDo 365 chat module with integrated workplace features and collaboration tools

Chat Module Overview

The Chat Module in EasyDo 365 is far more than a simple messaging platform—it's a comprehensive communication and collaboration hub that integrates messaging with workplace productivity features. From sending messages and sharing files to marking attendance, delegating tasks, and requesting approvals, the chat interface serves as your central command center for workplace interactions.

Unlike standalone chat apps, EasyDo 365's chat is deeply integrated with all business functions. Every chat conversation can instantly transform into a task delegation, meeting invitation, approval request, or document sharing session. This integration eliminates the need to switch between multiple apps and ensures that all work-related communication and actions happen in one seamless interface.

Video Tutorial

Basic Chat Functionality

Starting a Chat

Open the EasyDo Tasks app and start a conversation:

Tap the plus button
Select "Chat" from options
Choose contact or create new
Start messaging

Sending Messages

In any open chat:

Type your message in the text field
Tap the send icon
Message appears in conversation
Real-time delivery to recipient

Voice Notes

Send voice messages:

Press and hold microphone icon
Record your message
Release to send
Useful for quick communication or when typing isn't convenient

Integrated Workplace Features

The chat module's true power lies in the plus icon (bottom right corner) which unlocks numerous workplace features:

Attendance & Location

Mark Attendance:

Clock in/out directly from chat
Location-verified attendance
Instant attendance recording
No need to open separate module

Request Location:

Request other person's current location
Useful for field coordination
Real-time location sharing
Helpful for meeting up

Share Location:

Share your current location
Help colleagues find you
Site visit verification
Emergency location sharing

Task & Project Management

Delegate Tasks:

Create and assign tasks in-chat
Set deadlines and instructions
Add checklists and attachments
Track task completion
Learn more

Create Sales Leads:

Capture lead information quickly
Log potential customers
Track sales pipeline
CRM integration from chat

Generate Sales Invoices:

Create invoices on-the-go
Send directly to clients
Quick billing from conversations
Professional invoice generation

Submit Bills:

Upload and submit bills for payment
Expense tracking
Reimbursement requests
Financial documentation

Meeting Coordination

Schedule Meetings:

Create meeting invitations
Set virtual or in-person meetings
Add agenda and participants
Integrated calendar sync
Learn more

Approvals & Requests

Request Approvals:

Leave requests
Expense approvals
Overtime requests
Advance salary requests
Contract approvals
And many more

All approval workflows accessible through chat for quick submission.

Document Management

Send Photos and Videos:

Share images directly
Send video files
Visual communication
Multimedia sharing

Capture and Send:

Instantly take photo with camera
Send immediately to chat
Quick documentation
Real-time visual sharing

Send Documents:

Share files from device
PDF, Word, Excel, PowerPoint
Contracts and agreements
Reference materials

Scan Documents:

Built-in document scanner
Convert photos to PDFs
OCR capabilities
Professional document digitization

Communication Tools

Opinion Polls:

Create quick surveys
Get team feedback
Decision making
Quick consensus building

Share Contacts:

Share contact information
Easy contact exchange
Network building
Quick referrals

Activity Log:

View conversation activity
Track interactions
Audit trail
Historical reference

Quick Access Action Buttons

Above the typing area, you'll find quick access buttons for:

Most frequently used features
One-tap common actions
Customizable shortcuts
Instant feature access

These buttons provide:

Faster workflow
Reduced taps
Common action shortcuts
Personalized experience

Advanced Chat Features

Group Conversations

Create group chats for:

Team coordination
Project collaboration
Department communication
Company-wide announcements

Learn more about creating groups

Message Management

Features:

Delete messages
Forward messages
Copy text
Star important messages
Search conversations
Message reactions

Notifications

Smart Notifications:

Instant message alerts
Task reminders
Approval notifications
Meeting reminders
Customizable settings
Do Not Disturb mode

Chat Organization

Features:

Pin important chats
Archive old conversations
Search across all chats
Filter by unread
Sort by recent activity

Business Use Cases

Daily Operations

Morning Routine:

Mark attendance through chat
Check overnight messages
Respond to urgent items
Review daily tasks

Throughout Day:

Coordinate with team
Delegate tasks as they arise
Request quick approvals
Share updates and files

End of Day:

Mark out-attendance
Send summary updates
Delegate tomorrow's tasks
Schedule next day's meetings

Field Work

For Field Employees:

Share location when at client site
Submit photos of work completed
Request approvals on-the-go
Create sales leads immediately
Document site conditions

Team Collaboration

Project Teams:

Group chat for project
Share project files
Delegate project tasks
Schedule project meetings
Track project approvals

Client Communication

Client Interactions:

Professional messaging
Share proposals and contracts
Generate invoices
Schedule client meetings
Maintain communication history

Best Practices

Professional Communication

Clear Messages: Be concise and clear
Appropriate Tone: Maintain professionalism
Response Time: Reply promptly during work hours
Grammar: Use proper language
Context: Provide sufficient background

Effective Usage

Right Channel: Use appropriate feature (task vs message)
File Organization: Name files clearly before sending
Group Discipline: Don't overuse group chats
Notifications: Manage settings to avoid overload
Archive: Clean up old conversations regularly

Security & Privacy

Sensitive Info: Use secure channels for confidential data
Work vs Personal: Separate work and personal chats
Screenshots: Be cautious about sharing chat screenshots
Verification: Verify recipient before sending sensitive info
Company Policy: Follow organizational chat policies

Key Features

Unified Platform: Messaging + all workplace features
Rich Media: Photos, videos, documents, voice notes
Integrated Tools: Tasks, meetings, approvals from chat
Real-Time: Instant messaging and notifications
Mobile-First: Full functionality on smartphone
Group Support: Team and department conversations
Search: Find messages and files easily
Offline Mode: Queue messages when offline
Cross-Platform: Web and mobile sync
Professional: Business-grade security and reliability

Troubleshooting

Messages Not Sending

Check internet connection
Verify recipient is in contacts
Try resending
Check file size for attachments
Update app if needed

Features Not Available

Update to latest app version
Check permissions granted
Verify company has feature enabled
Contact IT support
Restart app

Notifications Not Working

Check notification settings
Verify app permissions
Check Do Not Disturb mode
Review battery optimization settings
Reinstall if needed

Tips & Tricks

Keyboard Shortcuts: Learn chat shortcuts for faster typing
Voice Notes: Use for quick updates when busy
Pin Important: Pin crucial conversations to top
Search Effectively: Use search for finding old messages
Draft Messages: Start typing, switch apps, resume later
Quick Actions: Master the plus menu for efficiency
Group Names: Use descriptive group names
Regular Cleanup: Archive old chats monthly
Status Updates: Set status for availability
Templates: Save common messages for reuse

Start Chat - Detailed chat basics
Create Group - Group chat setup
Create Task - Task delegation
Schedule Meeting - Meeting coordination
Auto Translate - Language translation

Need Help?

The chat module is your workplace communication hub. If you need assistance:

Feature Training: Learn to use integrated features
Best Practices: Communication effectiveness training
Technical Support: Resolve chat issues
Integration: Connect chat with other systems
Customization: Personalize chat experience

Master the EasyDo 365 chat module to transform how you communicate and collaborate at work—bringing all essential workplace functions to your fingertips in one powerful interface!

Chat Module Overview

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