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Chat Full Walkthrough

From getting started with user chat permissions, to creating your first chat and everything in between, here is the full walkthrough.

Written by Thomas Wallace

Updated at December 17th, 2025

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If you still have questions or prefer to get help directly from our support team, please contact support below.

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  • Getting Started
    Welcome Email And First Logging In Basic App Navigation Logging In as a New User
  • Base Map
    Farm Base Map Editor Export Map
  • Settings
    User Settings Notifications Account Settings Farm Settings
  • Tags
    Creating Tags Creating Tag Categories Editing Tags Deleting Tags Public vs Restricted Tags Match All Tags vs Match Any Tag
  • Records
    Create a Record Copy a Record Edit a Record Transfer Record to a Task Delete Records Copy Records and Tasks to Another Farm How to Add a Reminder to a Record How to Create and Print Reports Commenting on Records
  • Tasks
    Create a Task Edit a Task Copy a Task Transfer Task to a Record Delete a Task Complete Tasks How to Add a Reminder to a Task How to Create and Print Reports Commenting on Tasks
  • Map Layers
    Create Basic Map Layers Edit Map Layers
  • Timesheets
    How To Create A Timesheet How To Approve Timesheets How To Generate Timesheet Reports
  • Chat
    Chat Full Walkthrough Getting Started (Chat) Chat Permissions Create New Chats Basic Chat Functions Attach Records and Tasks to Chat & How to Create Records and Tasks from Chat. How to Edit, Leave, Archive and Unarchive Chats Chat Reactions
  • Tips & Tricks
    How to Navigate Between Multiple Farms How to Quick Search when Filtering by Tags How to Search for Keywords & Numbers Long Press / Double Clicking Tags and Paddocks Using the Filter by Date Function (Calendar Icon) How to Use Jump to Date Filter How to Print Farm Map
+ More

Table of Contents

Getting Started Chat Permissions Create New Chats Basic Chat Functions Attach Records and Tasks to Chat & How to Create Records and Tasks from Chat How to Edit, Leave, Archive and Unarchive Chats

From getting started with user chat permissions, to creating your first chat and everything in between, here is the full walkthrough.

 

Click the links below to take you to our Chat micro lessons for more information and a written guide to each - 

Getting Started

Chat Permissions

Create New Chats

Basic Chat Functions

Attach Records and Tasks to Chat & How to Create Records and Tasks from Chat

How to Edit, Leave, Archive and Unarchive Chats

complete tutorial conversation guide

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Related Articles

  • Chat Permissions
  • Create New Chats
  • Basic Chat Functions
  • Attach Records and Tasks to Chat & How to Create Records and Tasks from Chat.

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