Create Channel
Creating a Workspace Channel
Section titled “Creating a Workspace Channel”Start team conversations organized by topic. Channels help you keep discussions focused - whether you’re coordinating vendors, managing guest lists, or organizing logistics for your event.
Creating a New Channel
Section titled “Creating a New Channel”How to get there: Chat > + Create Channel button
Channels are where your team collaborates. You can create channels for specific tasks (vendor payments, catering timeline) or topics (décor ideas, guest confirmations).
- Tap + Create Channel from the chat home screen
- Enter a Channel Name (e.g., “Catering Confirmations”, “Décor Ideas”)
- Minimum 2 characters required
- Use clear, descriptive names so team members know what the channel is for
- (Optional) Add a Topic description to explain the channel’s purpose
- Example: “Coordinating final headcount with caterers”
- Choose your Channel Type:
- Public: Anyone in your workspace can find and join
- Private: Only invited members can see this channel
- (Optional) Select Add Members to invite people immediately
- Tap Create Channel
The channel is now live, and you can start messaging right away.
Setting Channel Privacy
Section titled “Setting Channel Privacy”How to get there: Chat > Create Channel > Channel Type
Your channel’s visibility affects who can access conversations.
Public channels are best for:
- General announcements (ceremony timing, weather updates)
- Team brainstorming (color schemes, menu planning)
- Progress tracking visible to everyone
Private channels are best for:
- Sensitive negotiations (vendor pricing, guest issues)
- Leadership decisions (budget adjustments, contingency plans)
- Confidential guest information
Adding Members to Your Channel
Section titled “Adding Members to Your Channel”How to get there: Chat > Create Channel > Add Members
You can invite people when creating the channel or add them later.
- Scroll to the Add Members section
- Tap the Search members field
- Type a member’s name to find them
- Tap the member’s name or checkbox to select them
- Selected members show as chips above the search field
- A counter shows “X selected”
- Tap Create Channel to add them all at once
Fields Reference
Section titled “Fields Reference”| Field | Description | Required |
|---|---|---|
| Channel Name | Unique name for your channel (min. 2 characters) | Yes |
| Topic | Brief description of what the channel is for | No |
| Channel Type | Public (anyone can join) or Private (invite-only) | Yes |
| Add Members | Select workspace members to invite immediately | No |
What to Do Next
Section titled “What to Do Next”| Your Situation | Recommended Next Step |
|---|---|
| Just created a public channel | Invite your team members to join |
| Need to share event files | Upload documents to the channel |
| Want to organize multiple channels | Manage channel list and favorites |
| Running behind on coordination | Pin important messages for quick reference |
Common Issues
Section titled “Common Issues”“Channel name is required”: You left the Channel Name field empty. Enter a name (at least 2 characters) and try again.
“No members available”: No one else is in your workspace yet. Ask the workspace admin to invite team members before adding them to channels.
“Failed to create channel”: Check your internet connection and try again. If the error persists, contact support.
Can’t find a member to add: The member may not have accepted their workspace invitation yet. Verify they’re listed under workspace members first.