Merge pull request Expensify#63258 from Expensify/maddylewis-patch-1

[NO QA] Update several articles in the "Chat" category to optimize content + update based on navigation changes

Author: mollfpr

docs/articles/new-expensify/chat/Assign-Tasks.md

@@ -0,0 +1,35 @@
+---
+title: Assign a Task via Chat
+description: Assign and track tasks in Expensify chats using the task creation and assignment features.
+keywords: [New Expensify, assign task, task management, chat task, task tracking]
+---
+<div id="new-expensify" markdown="1">
+
+You can create and assign tasks to yourself or other members directly within a chat. Tasks help keep conversations actionable and organized, especially in 1:1 or group chats.
+
+---
+
+# Create a Task
+
+1. Open a chat where you want to create the task.
+2. Click the **+** button next to the message field.
+3. Select **Assign a Task**.
+4. Add a **Title** (required) and an optional **Description**.
+5. Choose an **Assignee** from the chat participants, or leave it unassigned to track it yourself.
+
+📌 **Note:** Tasks are always shared in the chat they are created in.
+
+---
+
+# Edit a Task
+
+The task **creator** and the **assignee** can:
+
+- **Leave comments** in the task's thread.
+- **Reassign the task** by clicking the task, then clicking the arrow next to the **Assignee** field, and selecting a new person or entering their email.
+- **Edit the title or description** by clicking the arrow next to each field.
+- **Mark the task as complete** by checking the box or opening the task and clicking **Mark as Complete**.
+
+✅ **Note:** When a task is completed, it will be visibly marked as done in the chat and can be reopened if needed.
+
+</div>

docs/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools.md

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+---
+
+title: Chat Features and Moderation Tools
+description: Learn how to send, format, edit, delete, report, and manage messages and chat membership in New Expensify.
+keywords: [New Expensify, chat, edit messages, report chat, add members, leave room, thread]
+---
+
+<div id="new-expensify" markdown="1">
+
+New Expensify Chat makes it easy to collaborate with teammates through messaging. This guide walks you through sending messages, formatting them, editing or deleting chats, reporting content, and managing group or room participation.
+
+---
+
+# Send and Format Messages
+
+## Sending Messages
+
+You can send messages, attach files, and add emojis from the message bar at the bottom of any chat.
+
+**On Desktop:**
+1. Open any chat from your inbox.
+2. Click the field labeled **Write something**, then type your message.
+3. To add an attachment, click the **plus icon** and select **Add attachment**.
+4. To add an emoji, click the **emoji icon**.
+5. Press **Enter** or click the **Send** icon.
+
+**On Mobile:**
+1. Tap any chat from your inbox.
+2. Use the message bar to type a message, add an attachment, or insert an emoji.
+3. Tap the **Send** icon.
+
+## Formatting Messages
+
+**You can style messages using markdown:**
+
+* *Italic*: `_text_`
+* **Bold**: `**text**`
+* ~~Strikethrough~~: `~~text~~`
+* Headings: `# Heading`
+* Blockquote: `> quote`
+* Code: `` `code` `` or multiline using triple backticks
+* Inline image: `![Alt text](URL)`
+* Mention user: `@username`
+* Mention room: `#room-name`
+
+---
+
+# Edit or Delete Messages
+
+**To edit or delete a message:**
+
+1. Open a chat.
+2. Right-click a message.
+3. Select **Edit comment** or **Delete comment**.
+
+✏️ **Note:** You can only edit or delete your own messages. Deleted messages are permanently removed.
+
+---
+
+# Start a Conversation Thread
+
+You can start a private 1-on-1 thread based on a message in a chat room or group.
+
+**To start a thread:**
+
+1. Open a chat.
+2. Right-click the message and select **Reply in thread**.
+3. Enter your message in the new chat.
+
+To return to the original conversation, tap the link at the top of the thread.
+
+---
+
+# Invite Members to Groups or Rooms
+
+You can invite others in three ways:
+
+## Using @mention
+
+1. In the message field, type `@` and the person’s name or email.
+2. Send the message to invite them.
+
+## From the Members Pane
+
+1. Open the room or group.
+2. Click the header > **Members** > **Invite member**.
+3. Select contacts and click **Invite**.
+
+## Via Link or QR Code
+
+1. Tap the room header.
+2. Tap **Share code**.
+3. Copy the link or display the QR code to scan.
+
+📌 **Note:** Private rooms can only be joined by people already in the room.
+
+---
+
+# Leave a Chat Room
+
+**To remove a room from your inbox:**
+
+1. Open the room.
+2. Click the 3-dot menu in the top right.
+3. Select **Leave**.
+
+---
+
+# Flag a Chat Message
+
+If you see spam, harassment, or any other inappropriate content, flag the message.
+
+**To flag a message:**
+
+1. Hover over the message.
+2. Click the 3-dot menu > **Flag as offensive**.
+3. Choose a reason (e.g., spam, bullying).
+
+
+🚩 **Note:** Public rooms are automatically scanned by Expensify's moderation system. Moderators will review flagged content and take appropriate action, and the sender is notified anonymously.
+
+---
+
+# FAQ
+
+## Can I add people to a private 1-on-1 chat? 
+No, you’ll need to start a new group chat instead.
+
+## Can I remove someone from a group or room?
+No, members must remove themselves.
+
+## Will others see when I edit a message?
+Yes, an “edited” label will appear.
+
+## Why can’t I message in some rooms?
+Rooms may have restricted posting permissions for Admins only.
+
+## What happens when I flag a message?
+The moderation team reviews it, may hide or delete the message, and can restrict the sender’s account.
+
+</div>

docs/articles/new-expensify/chat/Create-a-New-Chat.md

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+---
+title: Create a New Chat
+description: Start a new private, group, or room chat 
+redirect_from: articles/other/Everything-About-Chat/
+keywords: [Expensify chat, private chat, group chat, chat rooms, start chat, New Expensify]
+---
+<div id="new-expensify" markdown="1">
+
+Expensify Chat is an instant messaging system that helps you converse with people both inside and outside of your workspace about payments, company updates, and more. Expensify Chats are held in private chats, groups, and rooms.
+
+- **Private chats** – Private conversations between you and one other person.
+- **Groups** – Private conversations with two or more participants.
+- **Rooms** – Public conversations are available to all members of your workspace.
+
+---
+
+## Start a Private 1-on-1 Chat
+
+🛑 **Note:** You cannot add more people to a private chat. If you wish to include more people later, you’ll need to create a group chat.
+
+1. Click the **+** button in the left-hand menu and select **Start Chat**.
+2. Enter the name, email, or phone number of the person you want to chat with.
+3. Click or tap their name to start a new private chat.
+
+---
+
+## Start a Group Chat
+
+1. Click the green **+** button in the left-hand menu and select **Start Chat**.
+2. Enter the name, email, or phone number of each participant and select **Add to group**.
+   - Group participants are listed with a green checkmark.
+3. Click or tap **Next**.
+4. Update the group image or name:
+   - **Name** – Click or tap **Group Name**, enter the new name, then select **Save**.
+   - **Image** – Click or tap the profile image, upload a new image, and select the zoom level.
+5. Click or tap **Start Group**.
+
+---
+
+## Start a Chat Room
+
+1. Click the green **+** button in the left-hand menu and select **Start Chat**.
+2. Click or tap the **#Room** tab at the top.
+3. Enter a unique name for the room.
+4. (Optional) Add a room description.
+5. Select the **Workspace** where the room will be hosted.
+6. Set **Who Can Post**:
+   - All members
+   - Only Admins
+7. Choose **Visibility**:
+   - **Public** – Anyone can find and join the room.
+   - **Private** – Only invited users can see the room.
+   - **Workspace** – Only workspace members can find the room.
+
+🔒 **Note:** Anyone, including non-workspace members, can be invited to a private or restricted room.
+
+8. Click or tap **Create Room**.
+
+---
+
+# FAQ
+
+## What's the difference between a private 1-on-1 chat and a group chat with only two people? 
+
+With a group chat, you can add more participants later. A private chat does not allow new participants to be added.
+
+</div>