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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 February 5th, 2026

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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
  • Records
    Create a Record Edit a Record Copy a Record Delete Records Transfer Record to a Task Copy Records and Tasks to Another Farm How to Add a Reminder to a Record Commenting on Records How to Create Reports and Print them
  • Tasks
    Create a Task Edit a Task Copy a Task Transfer Task to a Record Complete Tasks Delete a Task How to Add a Reminder to a Task Commenting on Tasks How to Create Reports and Print them Copy Tasks and Records to Another Farm
  • 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 with Chat Chat Permissions Create New Chats Basic Chat Functions Chat Reactions Attach Records / Tasks to Chat and How to Create Records / Tasks from Chat How to Edit, Leave, Archive and Unarchive Chats
  • Tips & Tricks
    Navigate Between Multiple Farms How to Quick Search when Filtering by Tags Match All Tags vs Match Any Tag Long Press / Double Clicking Tags and Paddocks Using the Filter by Date Function - Calendar Icon How to Search for Keywords and Numbers How to Use Jump to Date Filter How to Print Farm Map
+ More

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 walkthrough chat guide

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Related Articles

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

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