Best Practices for Using Chat in Your Organization
Quick, effective communication is critical to success and productivity, especially for hybrid organizations, and it’s why more businesses rely on a cloud chat solution. With the ability to send screenshots, documents, and files, as well as launch video and phone calls at the click of a button, chat is a powerful collaboration tool for organizations of all sizes. But even a streamlined solution like chat can get a little unwieldy as your company grows.
We’ve put together some chat best practices and our favorite Zoom Chat pro tips to help you get more done together.
1. Stay organized
Chat is an efficient way to communicate with both individuals and teams across your organization. But if you’re not careful, it can be hard to find and keep track of important conversations or channels you engage with frequently.
To stay organized and keep those important conversations at your fingertips, you can:
- Star your favorite chats and channels to keep them at the top of their sections.
- Do frequent clean-up, deleting old chats or channels that are no longer relevant to you. If you own a channel, feel free to delete it once a project is complete or no longer relevant.
- Avoid too many group chats. Unnamed group chats can be difficult to find later. When projects require ongoing communications, create channels with a concise title and description so the purpose is clear and the channel is easy to find.
- Don’t feel obligated to respond immediately: Turn on Do Not Disturb to disable notifications and indicate you are unavailable to other users, helping you get the time and space you need to focus or relax.
- Manage your notifications: To avoid distractions during the workday or in your off-time, customize your notifications or mute channels to ensure you only receive those for urgent or important messages.
- Screenshot annotation: “Built-in screenshot annotation is a game-changer for me. I love being able to annotate on a screenshot and send it through Zoom Chat without uploading anything.” – David B.
- Notify me: One quick tip is selecting ‘Notify me when available’ on people I need to speak with.” – Dan J.
- Message pinning: It is a super easy thing to do, but if you are in a #projectchat, and have a project plan & master deck with dates, POCs, etc., PIN it in the chat group so all can see the source of truth for said project/deliverables. – Killian M.