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Organizing the Unified Messages Tab

Learn how to filter and sort conversations in the Messages tab so you can quickly find team chats or staff conversations.

Updated over a week ago

The Messages tab pulls all of your conversations into one place, so you do not have to open each team separately to find a thread. When you have multiple teams or staff chats, the built-in filters and sorting tools make it easier to quickly locate the message you need.

What you’ll find in this article

  • Where to filter Messages by type (All, Team, Staff)

  • How to switch between sorting by Categories or Recent

  • When to use each option to find a thread faster

Before you start

  • What you see in Messages depends on your role and what teams you are connected to.

  • Team message threads and staff chats may appear together unless you filter them.

Step-by-step instructions

Filter messages by type

At the top-left of the Messages tab, use the filter buttons to control which conversations you see:

  • All: Shows both team message threads and staff chats.

  • Team: Shows team-related message threads only.

  • Staff: Shows staff chats only.

Tap the filter you want and the list will update automatically.

Sort your message list

At the top-right of the Messages tab, use the sorting option to change how conversations are organized:

  • Categories: Groups conversations by type so you can scan by category.

  • Recent: Sorts conversations by the most recent activity.

Switching between these views can help when you remember either the type of thread you need (Categories) or when it was last used (Recent).

Tips and best practices

  • Use Staff when you are trying to find an internal staff conversation quickly.

  • Use Team when you are looking for a specific team’s Team Chat thread.

  • Use Recent if you are responding to a message that came in recently.

  • Use Categories if you have many teams and want to scan the list more efficiently.

FAQs

Why do I see both team and staff messages together?

By default, the Messages tab may show all conversations. Use the All, Team, or Staff filters to narrow your view.

What is the difference between Categories and Recent?

Categories groups conversations by type. Recent sorts them by the latest activity.

How do I quickly find a staff-only conversation?

Tap the Staff filter at the top-left of the Messages tab to view only staff chats.

Why am I not seeing certain message threads?

What appears depends on your role and team connections. Confirm you are logged into the correct account and, if applicable, switch roles.

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