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Share Documents, Forms and Tasks in Team Chat

Attach a link to an existing document, form, project or task in a chat message so teammates can open the item in the app.

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Team Chat lets you attach links to existing documents, forms, projects and tasks to a message. The link gives teammates a quick route to the item; it does not change the item or grant access that they do not already have.

Add an item link

  1. Open a channel or direct message

    Open Team Chat and select a conversation where you want to share the link. You can also attach links to a reply in a message thread.

  2. Choose what to link

    In the message composer, select the plus button and choose Document, Form or Task. You can also link a project using the Project option.

  3. Find and select the item

    Search by name, then select the matching result. The selected item appears as a chip above the composer. Remove the chip if you picked the wrong item.

  4. Send your message

    Add context in the message field if useful, then select Send. The item link is attached to the message.

What teammates can open

Picker results depend on the relevant feature being enabled and your view permission. The picker returns active forms and documents that have not been deleted, and tasks and projects that are available to the workspace. Teammates still need the appropriate feature and permission to open an item.

To add a file or choose an existing media item instead, see Attach Files and Media in Team Chat.

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