Collaborate with chat in Planning Analytics Workspace Classic

You can use the chat feature to collaborate with other Planning Analytics Workspace Classic users. Chat conversations are associated with and accessed from an individual book.

Note: Chat is not available in the new experience Planning Analytics Workspace.

Any user with at least View only permission to a book can participate in chat. If you are an administrator, you can set permissions for a book.

When you log on to Planning Analytics Workspace Classic, the chat icon Chat icon with response on a book tile indicates whether there are any new messages or replies posted to the book.

Procedure

  1. With the book open in Planning Analytics Workspace Classic, click Chat icon.
  2. Click in the text box at the bottom of the chat panel, then enter your message and click Post.

    When you add links to web pages in a chat, they become clickable links. For example, type www.ibm.com into a chat, and the text becomes a link, colored blue. When you hover over the link, it becomes underlined. You can then click the link to go to the web page. Links beginning with www, http, or https are recognized as clickable links.

    Messages appear in reverse chronological order, with the most recent message at the top of the chat panel. When you post a message, your account avatar appears next to the message. If you have not set an account avatar, your first name and last name initials appear.

  3. To reply to a message, click Reply (or Replies if the message already contains other responses), then enter your own message and click Reply.

    Chat supports a single level of replies. You can respond to a top-level message, but you can't respond to a reply.

    Replies appear in normal chronological order, with the oldest reply first and all other replies following sequentially.

  4. To delete your own top-level message, click Action icon, then click Delete icon.