Knowledge Base/Admin / Staff Portal/Chat & Notifications

Chat & Notifications

Colo includes an internal chat system so your team can communicate without leaving the workspace, as well as a notification centre for system alerts.

Chat

1. Opening Chat

  • Click the Chat icon (speech bubble) in the left sidebar or top navigation.

2. Starting a Conversation

  1. In the chat sidebar, click + New Message or use the Search Users field.
  2. Type the name of a team member.
  3. Select them from the results.
  4. Type your message in the input box at the bottom.
  5. Press Enter or click Send.

3. Sending a File in Chat

  1. Open a conversation.
  2. Click the Attachment (paperclip) icon next to the message input.
  3. Select a file from your computer.
  4. Click Send.
  5. The recipient can click the file to download it.

4. Viewing Chat History

  • All previous messages are loaded when you open a conversation.
  • Scroll up to see older messages.

5. Deleting a Message

  1. Hover over the message you want to delete.
  2. Click the Delete icon that appears.
  3. Confirm.

Deleted messages are removed immediately for all participants.

6. Chat Notifications

  • A badge on the Chat icon shows the number of unread messages.
  • You will receive an in-app notification when a new message arrives.

Notifications

1. Viewing Notifications

  • Click the Bell icon in the top navigation bar.
  • A dropdown lists recent notifications (task assignments, invoice updates, new messages, etc.).
  • Click any notification to navigate directly to the relevant record.

2. Notification Types

Type Triggered By
Task Assigned A task is assigned to you
Invoice Sent An invoice is sent to a client
Proposal Accepted/Declined Client responds to a proposal
Contract Signed A client signs a contract
Payment Received A payment is recorded against an invoice
New Message A team member sends you a chat message
Project Updated A project you are on is modified

3. Deleting Notifications

  1. Click the Bell icon.
  2. Click the Delete icon next to a notification to dismiss it.
  3. Or click Clear All to remove all notifications at once.

Tips

  • Use chat to keep project discussions in one place — it avoids long email threads.
  • Notifications are the fastest way to know when a client accepts a proposal or pays an invoice. Keep an eye on the bell icon.