From 4be170d5d370592f0b3686271be446fa7c3110e6 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 13:59:56 -0400
Subject: [PATCH 01/15] Update Create-a-new-chat.md

https://github.com/Expensify/Expensify/issues/482861
---
 .../new-expensify/chat/Create-a-new-chat.md   | 159 +++++++-----------
 1 file changed, 57 insertions(+), 102 deletions(-)

diff --git a/docs/articles/new-expensify/chat/Create-a-new-chat.md b/docs/articles/new-expensify/chat/Create-a-new-chat.md
index db76946b3d83..bbf8be099b1b 100644
--- a/docs/articles/new-expensify/chat/Create-a-new-chat.md
+++ b/docs/articles/new-expensify/chat/Create-a-new-chat.md
@@ -1,112 +1,67 @@
 ---
-title: Create a new chat
+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 for 1-on-1 chats
-- **Groups**: Private conversations for 2+ participants
-- **Rooms**: Public conversations that are available for all members of your workspace
-
-# Start a private 1-on-1 chat
-
-{% include info.html %}
-You cannot add more people to a private chat. If later you wish to add more people to the conversation, you’ll need to create a group chat. 
-{% include end-info.html %}
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Click the + button in the bottom left menu and select **Start Chat**.
-2. Enter the name, email, or phone number for the person you want to chat with and click their name to start a new chat with them. 
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Tap the + button in the bottom menu and select **Start Chat**.
-2. Enter the name, email, or phone number for the person you want to chat with and tap their name to start a new chat with them. 
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# Start a group chat
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Click the + button in the bottom left menu and select **Start Chat**.
-2. Enter the name, email, or phone number for the person you want to chat with and click **Add to group**. Repeat this step until all desired participants are added. *Note: Group participants are listed with a green checkmark.*
-3. Click **Next**. 
-4. Update the group image or name.
-   - **Name**: Click **Group Name** and enter a new name. Then click **Save**. 
-   - **Image**: Click the profile image and select **Upload Image**. Then choose a new image from your computer files and select the desired image zoom. 
-5. Click **Start group**.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Tap the + button in the bottom menu and select **Start Chat**.
-2. Enter the name, email, or phone number for the person you want to chat with and tap **Add to group**. Repeat this step until all desired participants are added. *Note: Group participants are listed with a green checkmark.*
-3. Tap **Next** (or **Create chat** if you add only one person to the group). 
-4. Update the group image or name.
-   - **Name**: Tap **Group Name** and enter a new name. Then tap **Save**. 
-   - **Image**: Tap the profile image and select **Upload Image**. Then choose a new image from your photos and select the desired image zoom. 
-5. Tap **Start group**. 
-
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# Start a chat room
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Click the + button in the bottom left menu and select **Start Chat**.
-2. Click the #Room tab at the top. 
-3. Enter a name for the room. *Note: It cannot be the same as another room in the Workspace.*
-4. (Optional) Add a description of the room.
-5. Click **Workspace** to select the workspace for the room. 
-6. Click **Who can post** to determine if all members can post or only Admins. 
-7. Click **Visibility** to determine who can find the room. 
-   - **Public**: Anyone can find the room (perfect for conferences). 
-   - **Private**: Only people explicitly invited can find the room.
-   - **Workspace**: Only workspace members can find the room.
-
-{% include info.html %}
-Anyone, including non-Workspace Members, can be invited to a private or restricted room.
-{% include end-info.html %}
-
-8. Click **Create room**.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Tap the + button in the bottom menu and select **Start Chat**.
-2. Tap the #Room tab at the top. 
-3. Enter a name for the room. *Note: It cannot be the same as another room in the Workspace.*
-4. (Optional) Add a description of the room.
-5. Tap **Workspace** to select the workspace for the room. 
-6. Tap **Who can post** to determine if all members can post or only Admins. 
-7. Tap **Visibility** to determine who can find the room. 
-   - **Public**: Anyone can find the room (perfect for conferences). 
-   - **Private**: Only people explicitly invited can find the room.
-   - **Workspace**: Only workspace members can find the room.
-
-{% include info.html %}
-Anyone, including non-Workspace Members, can be invited to a private or restricted room.
-{% include end-info.html %}
-
-8. Tap **Create room**.
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# FAQs
-
-**What's the difference between a private 1-on-1 chat and a group chat with only 2 people?**
-With a group chat, you can add additional people to the chat at any time. But you cannot add additional people to a private 1-on-1 chat.
-</div>
 
- 
+- **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>

From 976deb59e9896439a3d6dbec357624035c72f55e Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:13:49 -0400
Subject: [PATCH 02/15] Create Chat-Features-and-Moderation-Tools.md

---
 .../Chat-Features-and-Moderation-Tools.md     | 141 ++++++++++++++++++
 1 file changed, 141 insertions(+)
 create mode 100644 docs/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools.md

diff --git a/docs/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools.md b/docs/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools.md
new file mode 100644
index 000000000000..6d4ed0610a1f
--- /dev/null
+++ b/docs/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools.md
@@ -0,0 +1,141 @@
+---
+
+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>

From 9a3bac87ab5a2d40b04d8e26d0aaa6ad4547269c Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:22:30 -0400
Subject: [PATCH 03/15] Update and rename Expensify-Chat-rooms-for-admins.md to
 Expensify-Chat-Rooms-for-Admins.md

---
 .../chat/Expensify-Chat-Rooms-for-Admins.md   | 51 +++++++++++++++++++
 .../chat/Expensify-Chat-rooms-for-admins.md   | 50 ------------------
 2 files changed, 51 insertions(+), 50 deletions(-)
 create mode 100644 docs/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins.md
 delete mode 100644 docs/articles/new-expensify/chat/Expensify-Chat-rooms-for-admins.md

diff --git a/docs/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins.md b/docs/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins.md
new file mode 100644
index 000000000000..d8b7b79c581b
--- /dev/null
+++ b/docs/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins.md
@@ -0,0 +1,51 @@
+---
+title: Admin Rooms in Expensify Chat
+description: Use the announce and admins chat rooms to share updates and collaborate with your team.
+keywords: [New Expensify, chat rooms, announce room, admins room, workspace chat, admin permissions]
+---
+<div id="new-expensify" markdown="1">
+
+Expensify Chat includes two automatically generated rooms for every workspace: **#announce** and **#admins**. These rooms help teams stay informed and allow Workspace Admins to collaborate behind the scenes.
+
+---
+
+# Announce Room (#announce)
+
+The **#announce** room is available to all Workspace Members. It’s ideal for sharing company-wide updates, policy announcements, or important event reminders.
+
+By default, **all Workspace Members can post messages** in this room. However, Workspace Admins can restrict posting permissions so that only admins can share messages.
+
+## Restrict Messaging to Admins Only
+
+To allow only admins to post in the #announce room:
+
+1. Open the **#announce** room from your inbox.
+2. Click the room header.
+3. Click **Settings**.
+4. Under **Who can post**, select **Admins only**.
+
+🔒 **Note:** Anyone in the workspace can read messages in the #announce room, but only Admins can post if this setting is enabled.
+
+---
+
+# Admins Room (#admins)
+
+The **#admins** room is only visible to Workspace Admins. It’s designed for secure communication between admins and Expensify support contacts.
+
+**You can use the #admins room to:**
+- Coordinate with your internal admin team.
+- Chat directly with your **Expensify Setup Specialist**.
+- Communicate with your **Account Manager** (available with subscriptions of 10+ members).
+- Track changes made to workspace settings by any admin or Expensify representative.
+
+🔐 **Note:** Only Workspace Admins can view or access this room.
+
+---
+
+# FAQ
+
+## Why is someone I don’t recognize in my #admins room?
+
+If you're seeing an unfamiliar name in your **#admins** room, it’s likely your **Expensify Setup Specialist** or **Account Manager**. These team members are added automatically to help you onboard and provide product support.
+
+</div>
diff --git a/docs/articles/new-expensify/chat/Expensify-Chat-rooms-for-admins.md b/docs/articles/new-expensify/chat/Expensify-Chat-rooms-for-admins.md
deleted file mode 100644
index ff341d4de68f..000000000000
--- a/docs/articles/new-expensify/chat/Expensify-Chat-rooms-for-admins.md
+++ /dev/null
@@ -1,50 +0,0 @@
----
-title: Expensify Chat rooms for admins
-description: Use the announce and admins chat rooms
----
-<div id="new-expensify" markdown="1">
-
-When a workspace is created, an #announce and #admins chat room is automatically created. 
-
-# #announce
-
-All Workspace Members can use this room to share or discover important company announcements and have conversations with other members. 
-
-By default, all Workspace Members are allowed to send messages in #announce rooms. However, Workspace Admins can update the permissions to allow only admins to post messages in the #announce room.
-
-## Update messaging permissions
-
-To allow only admins to post in an #announce room, 
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open the #announce room chat in your inbox.
-2. Click the room header.
-3. Click **Settings**.
-4. Click **Who can post** and select **Admins only**.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open the #announce room chat in your inbox.
-2. Tap the room header.
-3. Tap **Settings**.
-4. Tap **Who can post** and select **Admins only**.
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# #admins
-
-Only Workspace Admins can access this room to collaborate with the other admins in the workspace. You can also use this space to:
-- Chat with your dedicated Expensify Setup Specialist. 
-- Chat with your Account Manager (if you have a subscription with 10 or more members).
-- Review changes made to your Workspace settings (includes changes made by someone on your team, your dedicated Expensify Setup Specialist, or your dedicated Account Manager).
-
-# FAQs
-
-**Someone I don’t recognize is in my #admins room for my Workspace.**
-
-Your #admins room also includes your dedicated Expensify Setup Specialist who will help you onboard and answer your questions. You can chat with them directly from your #admins room. If you have a subscription of 10 or more members, you can chat with your dedicated Account Manager, who is also added to your #admins room for ongoing product support.
-
-</div>

From f5c5e290c2565bf1eaa4519d74f3a5163037a446 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:27:14 -0400
Subject: [PATCH 04/15] Update Reorder-chat-inbox.md

---
 .../new-expensify/chat/Reorder-chat-inbox.md  | 56 +++++++++----------
 1 file changed, 25 insertions(+), 31 deletions(-)

diff --git a/docs/articles/new-expensify/chat/Reorder-chat-inbox.md b/docs/articles/new-expensify/chat/Reorder-chat-inbox.md
index cd62f95e63e8..6c726e49e438 100644
--- a/docs/articles/new-expensify/chat/Reorder-chat-inbox.md
+++ b/docs/articles/new-expensify/chat/Reorder-chat-inbox.md
@@ -1,49 +1,43 @@
 ---
-title: Reorder chat inbox
-description: Change how your chats are displayed in your inbox
+title: Reorder Chat Inbox
+description: Learn how to customize the order of your chats using pinning and message priority settings in Expensify.
+keywords: [New Expensify, chat inbox, reorder chats, pinned messages, focus mode, priority mode, chat display]
 ---
 <div id="new-expensify" markdown="1">
 
-You can customize the order of the chat messages in your inbox by pinning them to the top and/or changing your message priority to Most Recent or #focus:
-- **Pin**: Bumps a specific chat up to the top of your inbox list.  
-- **Message priority**: Determines the order that messages are sorted and displayed: 
-   - **Most Recent**: Displays all chats by default sorted by the most recent, and keep your pinned chats at the top of the list.
-   - **#focus**: Displays only unread and pinned chats sorted alphabetically. 
+Customize your Expensify chat inbox to stay focused on what matters most. To organize your messages, you can pin key conversations to the top and choose between two display modes.
 
-# Pin a message
+---
+
+# Ways to Organize Your Inbox
 
-{% include selector.html values="desktop, mobile" %}
+- **Pin**: Keep important chats at the top of your inbox for quick access.
+- **Priority Mode**: Choose how your chats are sorted:
+  - **Most Recent** – Displays all chats sorted by the most recent activity. Pinned chats remain at the top.
+  - **#focus** – Displays only unread and pinned chats, sorted alphabetically.
 
-{% include option.html value="desktop" %}
-Right-click a chat in your inbox and select **Pin**. The chat will now be pinned to the top of your inbox above all of the others. 
+---
 
-To unpin a chat, repeat this process to click the pin icon again to remove it.
-{% include end-option.html %}
+# Pin or Unpin a Chat
 
-{% include option.html value="mobile" %}
-Press and hold a chat in your inbox and select **Pin**. The chat will now be pinned to the top of your inbox above all of the others. 
+**To pin a chat:**
+- Right-click the chat in your inbox and select **Pin**.
+- Or, you can click into the chat, click on the member's profile image, and select **Pin**.
 
-To unpin a chat, repeat this process to tap the pin icon again to remove it.
-{% include end-option.html %}
+To unpin a chat, repeat the same action and select **Unpin**.
 
-{% include end-selector.html %}
+📌 **Note:** Pinned chats always appear at the top of your inbox.
 
-# Change message priority
+---
 
-{% include selector.html values="desktop, mobile" %}
+# Change Priority Mode
 
-{% include option.html value="desktop" %}
-1. Click your profile image or icon in the bottom left menu. 
-2. Click the **Preferences** tab on the left. 
-3. Click **Priority Mode** to select either #focus or Most recent.
-{% include end-option.html %}
+To adjust how chats are sorted in your inbox:
 
-{% include option.html value="mobile" %}
-1. Tap your profile image or icon in the bottom menu. 
-2. Tap the **Preferences** tab. 
-3. Tap **Priority Mode** to select either #focus or Most recent.
-{% include end-option.html %}
+1. In the left-hand menu, go to **Account > Preferences**.
+2. Click or tap **Priority Mode**.
+3. Select either **#focus** or **Most Recent**.
 
-{% include end-selector.html %}
+🧠 **Note:** Choose **#focus** for a distraction-free inbox with only unread and pinned chats, or stick with **Most Recent** to see everything chronologically.
 
 </div>

From f8922e4cb10edfe05598cfe6a1248b4fcffc99c9 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:31:15 -0400
Subject: [PATCH 05/15] Update and rename Reorder-chat-inbox.md to
 Prioritize-and-Pin-Chats.md

---
 .../chat/{Reorder-chat-inbox.md => Prioritize-and-Pin-Chats.md} | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)
 rename docs/articles/new-expensify/chat/{Reorder-chat-inbox.md => Prioritize-and-Pin-Chats.md} (97%)

diff --git a/docs/articles/new-expensify/chat/Reorder-chat-inbox.md b/docs/articles/new-expensify/chat/Prioritize-and-Pin-Chats.md
similarity index 97%
rename from docs/articles/new-expensify/chat/Reorder-chat-inbox.md
rename to docs/articles/new-expensify/chat/Prioritize-and-Pin-Chats.md
index 6c726e49e438..794b3a1b7950 100644
--- a/docs/articles/new-expensify/chat/Reorder-chat-inbox.md
+++ b/docs/articles/new-expensify/chat/Prioritize-and-Pin-Chats.md
@@ -1,5 +1,5 @@
 ---
-title: Reorder Chat Inbox
+title: Prioritize and Pin Chats
 description: Learn how to customize the order of your chats using pinning and message priority settings in Expensify.
 keywords: [New Expensify, chat inbox, reorder chats, pinned messages, focus mode, priority mode, chat display]
 ---

From dc3c274a477b4a136d987d400f3fbe253efb9cf3 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:32:28 -0400
Subject: [PATCH 06/15] Update and rename assign-a-task.md to Assign-Tasks.md

---
 .../new-expensify/chat/Assign-Tasks.md        | 35 +++++++++++++++++++
 .../new-expensify/chat/assign-a-task.md       | 25 -------------
 2 files changed, 35 insertions(+), 25 deletions(-)
 create mode 100644 docs/articles/new-expensify/chat/Assign-Tasks.md
 delete mode 100644 docs/articles/new-expensify/chat/assign-a-task.md

diff --git a/docs/articles/new-expensify/chat/Assign-Tasks.md b/docs/articles/new-expensify/chat/Assign-Tasks.md
new file mode 100644
index 000000000000..a51dfeb8e1f8
--- /dev/null
+++ b/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>
diff --git a/docs/articles/new-expensify/chat/assign-a-task.md b/docs/articles/new-expensify/chat/assign-a-task.md
deleted file mode 100644
index a553caf39366..000000000000
--- a/docs/articles/new-expensify/chat/assign-a-task.md
+++ /dev/null
@@ -1,25 +0,0 @@
----
-title: Assign a Task
-description: Assign a task to a specific user within a chat
----
-
-Tasks are a useful feature in New Expensify which allows the tracking and assignment of a task to a specific user (known as an Assignee) within a 1:1 or group chat.
-
-# How to create a Task
-
-1. Click on a chat
-2. Click on the + button
-3. Click on “Assign a Task”
-4. Add a title (mandatory) and a description (optional)
-5. You’ll then have the option to add an assignee to the Task. If you wish to utilise the task for tracking purposes, you can keep this unassigned.
-
-_Note: The Task will always be shared in the chat it was created in._
-
-# To edit a Task
-
-Both the Task creator and the Assignee will have the option to:
-
-- Leave a comment in the task’s thread
-- Reassign the Task to someone else by clicking on the task, then the sideways arrow next to the “Assignee” field, and selecting a new Assignee or typing their email.
-- Edit any of the task’s details (i.e. title and description) by clicking on the task, and then the sideways arrow next to each field.
-- Mark the Task as complete by either clicking on the checkbox or clicking on the Task, then clicking on the green “Mark as Complete” button.

From 1dafd2b881da3161cb10e27d2fbe06eb9bc7b3a8 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:36:36 -0400
Subject: [PATCH 07/15] Rename Create-a-new-chat.md to Create-a-New-Chat.md

---
 .../chat/{Create-a-new-chat.md => Create-a-New-Chat.md}           | 0
 1 file changed, 0 insertions(+), 0 deletions(-)
 rename docs/articles/new-expensify/chat/{Create-a-new-chat.md => Create-a-New-Chat.md} (100%)

diff --git a/docs/articles/new-expensify/chat/Create-a-new-chat.md b/docs/articles/new-expensify/chat/Create-a-New-Chat.md
similarity index 100%
rename from docs/articles/new-expensify/chat/Create-a-new-chat.md
rename to docs/articles/new-expensify/chat/Create-a-New-Chat.md

From c59d2cb727add600a9e9850bb98f729ad2e3f891 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:36:45 -0400
Subject: [PATCH 08/15] Update redirects.csv

---
 docs/redirects.csv | 4 ++++
 1 file changed, 4 insertions(+)

diff --git a/docs/redirects.csv b/docs/redirects.csv
index 1e8ee65d40e3..57c325588726 100644
--- a/docs/redirects.csv
+++ b/docs/redirects.csv
@@ -843,3 +843,7 @@ https://help.expensify.com/articles/new-expensify/settings/Merge-Accounts,https:
 https://help.expensify.com/articles/new-expensify/settings/Close-account,https://help.expensify.com/articles/new-expensify/settings/Close-Account
 https://help.expensify.com/articles/new-expensify/settings/Manage-Profile-and-Account-Preferences,https://help.expensify.com/articles/new-expensify/settings/Account-Settings
 https://help.expensify.com/articles/expensify-classic/settings/Locked-Account-Tool,https://help.expensify.com/articles/expensify-classic/settings/Lock-Account-Tool
+https://help.expensify.com/articles/new-expensify/chat/Expensify-Chat-rooms-for-admins,https://help.expensify.com/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins
+https://help.expensify.com/articles/new-expensify/chat/assign-a-task,https://help.expensify.com/articles/new-expensify/chat/Assign-a-Task
+https://help.expensify.com/articles/new-expensify/chat/Create-a-new-chat,https://help.expensify.com/articles/new-expensify/chat/Create-a-New-Chat
+https://help.expensify.com/articles/new-expensify/chat/Reorder-chat-inbox,https://help.expensify.com/articles/new-expensify/chat/Prioritize-and-Pin-Chats

From c1c167f74e70481422e03deb67867a0e718b3d3a Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:48:37 -0400
Subject: [PATCH 09/15] Update redirects.csv

---
 docs/redirects.csv | 6 ++++++
 1 file changed, 6 insertions(+)

diff --git a/docs/redirects.csv b/docs/redirects.csv
index 57c325588726..9a4e977a3363 100644
--- a/docs/redirects.csv
+++ b/docs/redirects.csv
@@ -847,3 +847,9 @@ https://help.expensify.com/articles/new-expensify/chat/Expensify-Chat-rooms-for-
 https://help.expensify.com/articles/new-expensify/chat/assign-a-task,https://help.expensify.com/articles/new-expensify/chat/Assign-a-Task
 https://help.expensify.com/articles/new-expensify/chat/Create-a-new-chat,https://help.expensify.com/articles/new-expensify/chat/Create-a-New-Chat
 https://help.expensify.com/articles/new-expensify/chat/Reorder-chat-inbox,https://help.expensify.com/articles/new-expensify/chat/Prioritize-and-Pin-Chats
+https://help.expensify.com/articles/new-expensify/chat/Edit-or-delete-messages,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools
+https://help.expensify.com/articles/new-expensify/chat/Invite-members-to-a-chat-group-or-room,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools
+https://help.expensify.com/articles/new-expensify/chat/Flag-chat-messages,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools
+https://help.expensify.com/articles/new-expensify/chat/Leave-a-chat-room,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools
+https://help.expensify.com/articles/new-expensify/chat/Send-and-format-chat-messages,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools
+https://help.expensify.com/articles/new-expensify/chat/Start-a-conversation-thread,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools

From 504059b19c43908eb30715d3cae9f6538e247f26 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:49:17 -0400
Subject: [PATCH 10/15] Delete
 docs/articles/new-expensify/chat/Start-a-conversation-thread.md

---
 .../chat/Start-a-conversation-thread.md       | 33 -------------------
 1 file changed, 33 deletions(-)
 delete mode 100644 docs/articles/new-expensify/chat/Start-a-conversation-thread.md

diff --git a/docs/articles/new-expensify/chat/Start-a-conversation-thread.md b/docs/articles/new-expensify/chat/Start-a-conversation-thread.md
deleted file mode 100644
index cb3a3aa69296..000000000000
--- a/docs/articles/new-expensify/chat/Start-a-conversation-thread.md
+++ /dev/null
@@ -1,33 +0,0 @@
----
-title: Start a conversation thread
-description: Start a private conversation related to a different message
----
-<div id="new-expensify" markdown="1">
-
-You can respond directly to a message sent in a chat group or room to start a private 1-on-1 chat with another member about the message (instead of replying to the entire group or room). 
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open the chat in your inbox.
-2. Right-click the message and select **Reply in thread**. 
-3. Enter and submit your reply in the new chat. 
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open the chat in your inbox.
-2. Press and hold the message and select **Reply in thread**. 
-3. Enter and submit your reply in the new chat. 
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-To return to the conversation where the thread originated from, you can click the link at the top of the thread. 
-
-</div>
-
-
-
-
-
-

From 67f18140543b5380fa24991d53682850ec200253 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:49:28 -0400
Subject: [PATCH 11/15] Delete
 docs/articles/new-expensify/chat/Send-and-format-chat-messages.md

---
 .../chat/Send-and-format-chat-messages.md     | 52 -------------------
 1 file changed, 52 deletions(-)
 delete mode 100644 docs/articles/new-expensify/chat/Send-and-format-chat-messages.md

diff --git a/docs/articles/new-expensify/chat/Send-and-format-chat-messages.md b/docs/articles/new-expensify/chat/Send-and-format-chat-messages.md
deleted file mode 100644
index 2aa2b026fdd6..000000000000
--- a/docs/articles/new-expensify/chat/Send-and-format-chat-messages.md
+++ /dev/null
@@ -1,52 +0,0 @@
----
-title: Send and format chat messages
-description: Send chat messages and stylize them with markdown
----
-<div id="new-expensify" markdown="1">
-
-Once you are added to a chat or create a new chat, you can send messages to other members in the chat and even format the text to include bold, italics, and more. 
-
-{% include info.html %}
-Some chat rooms may have permissions that restrict who can send messages. In this case, you won’t be able to send messages in the room if you do not have the required permission level.
-{% include end-info.html %}
-
-To send a message, 
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Click any chat in your inbox to open it. 
-2. Use the message bar at the bottom of the message to enter a message, add attachments, and add emojis.
-   - **To add a message**: Click the field labeled “Write something” and type a message. 
-   - **To add an attachment**: Click the plus icon and select **Add attachment**. Then choose the attachment from your files.
-   - **To add an emoji**: Click the emoji icon to the right of the message field. 
-3. Press Enter on your keyboard or click the Send icon to send the message.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Tap any chat in your inbox to open it. 
-2. Use the message bar at the bottom of the message to enter a message, add attachments, and add emojis.
-   - **To add a message**: Tap the field labeled “Write something” and type a message. 
-   - **To add an attachment**: Tap the plus icon and select **Add attachment**. Then choose the attachment from your files.
-   - **To add an emoji**: Tap the emoji icon to the right of the message field. 
-3. Tap the Send icon to send the message.
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# Format text in a chat message
-
-You can format the text in a chat message using markdown. 
-
-- _Italicize_: Add an underscore _ on both sides of the text.
-- **Bold**: Add two asterisks ** on both sides of the text.
-- ~~Strikethrough~~: Add two tildes ~~ on both sides of the text.
-- Heading: Add a number sign # in front of the text.
-- Inline image: Add `![Alt text](image URL)` and add the URL to the image and alt text that describes the image.
-- Tag another member: Add an at symbol @ and enter the member's name, username, or email address.
-- Mention a room: Add a number sign # and enter the room name
-- > Blockquote: Add an angled bracket > in front of the text.
-- `Code block for a small amount of text`: Add a backtick ` on both sides of the text.
-- Code block for the entire message: Add three backticks ``` at the beginning and the end of the message.
-
-</div>

From bd9f52ecff7938ac12b88fd09b2a688eea785287 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:49:44 -0400
Subject: [PATCH 12/15] Delete
 docs/articles/new-expensify/chat/Leave-a-chat-room.md

---
 .../new-expensify/chat/Leave-a-chat-room.md   | 23 -------------------
 1 file changed, 23 deletions(-)
 delete mode 100644 docs/articles/new-expensify/chat/Leave-a-chat-room.md

diff --git a/docs/articles/new-expensify/chat/Leave-a-chat-room.md b/docs/articles/new-expensify/chat/Leave-a-chat-room.md
deleted file mode 100644
index ae6610b53be0..000000000000
--- a/docs/articles/new-expensify/chat/Leave-a-chat-room.md
+++ /dev/null
@@ -1,23 +0,0 @@
----
-title: Leave a chat room
-description: Remove a chat room from your inbox
----
-<div id="new-expensify" markdown="1">
-
-If you wish to no longer be part of a chat room, you can leave the room. This means that the chat room will no longer be visible in your inbox, and you will no longer see updates posted to the room or be notified of new messages. 
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open the chat room.
-2. Click the 3 dot menu icon in the top right and select **Leave**. 
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open the chat room.
-2. Tap the header and select **Leave**. 
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-</div>

From ff0cf0a51d4084bb42893816c290629aa6f3cec4 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:49:55 -0400
Subject: [PATCH 13/15] Delete
 docs/articles/new-expensify/chat/Edit-or-delete-messages.md

---
 .../chat/Edit-or-delete-messages.md           | 31 -------------------
 1 file changed, 31 deletions(-)
 delete mode 100644 docs/articles/new-expensify/chat/Edit-or-delete-messages.md

diff --git a/docs/articles/new-expensify/chat/Edit-or-delete-messages.md b/docs/articles/new-expensify/chat/Edit-or-delete-messages.md
deleted file mode 100644
index a19fee42e740..000000000000
--- a/docs/articles/new-expensify/chat/Edit-or-delete-messages.md
+++ /dev/null
@@ -1,31 +0,0 @@
----
-title: Edit or delete messages
-description: Edit or delete chat messages you've sent
----
-<div id="new-expensify" markdown="1">
-
-{% include info.html %}
-You can edit or delete your *own* messages only. Deleting a message cannot be undone.
-{% include end-info.html %}
-
-You have the option to edit or delete any of your messages:
-- **Edit message**: Reopens a message so you can make changes. Once a message has been updated, an “edited” label will appear next to it. 
-- **Delete message**: Removes a message or image for all viewers. 
-
-To edit or delete a message, 
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open a chat in your inbox. 
-2. Right-click a message and select **Edit comment** or **Delete comment**.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open a chat in your inbox. 
-2. Press and hold a message and select **Edit comment** or **Delete comment**.
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-</div>

From 9ac1b6192cd7a7d649ff76b233a7bd6f7b7a3688 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:50:14 -0400
Subject: [PATCH 14/15] Delete
 docs/articles/new-expensify/chat/Invite-members-to-a-chat-group-or-room.md

---
 .../Invite-members-to-a-chat-group-or-room.md | 97 -------------------
 1 file changed, 97 deletions(-)
 delete mode 100644 docs/articles/new-expensify/chat/Invite-members-to-a-chat-group-or-room.md

diff --git a/docs/articles/new-expensify/chat/Invite-members-to-a-chat-group-or-room.md b/docs/articles/new-expensify/chat/Invite-members-to-a-chat-group-or-room.md
deleted file mode 100644
index c26ecf979b32..000000000000
--- a/docs/articles/new-expensify/chat/Invite-members-to-a-chat-group-or-room.md
+++ /dev/null
@@ -1,97 +0,0 @@
----
-title: Invite members to a chat group or room
-description: Add new people to a chat group or room
----
-<div id="new-expensify" markdown="1">
-
-You can invite people to a group or room by: 
-- @mentioning them
-- Using the Members pane of the chat
-- Sharing a link or QR code
-
-{% include info.html %}
-These options are available only for rooms and groups. You cannot add additional people to a private 1-on-1 chat between two people.
-{% include end-info.html %}
-
-# Invite with mention
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open the chat group or room you want to invite someone to.
-2. In the message field, type @ and the person’s name or email address. Repeat this step until all desired participants are listed. 
-3. Enter a message, if desired.
-4. Press Enter on your keyboard or click the Send icon.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open the chat group or room you want to invite someone to.
-2. In the message field, type @ and the person’s name or email address. Repeat this step until all desired participants are listed. 
-3. Enter a message, if desired.
-4. Tap the Send icon.
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# Invite from the Members pane
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open the chat group or room you want to invite someone to.
-2. Click the room or group header.
-3. Click **Members**.
-4. Click **Invite member**.
-5. Find and select any contact(s) you’d like to invite.
-6. Click **Invite**.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open the chat group or room you want to invite someone to.
-2. Tap the room or group header.
-3. Tap **Members**.
-4. Tap **Invite member**.
-5. Find and select any contact(s) you’d like to invite.
-6. Tap **Invite**.
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# Share chat link or QR code
-
-{% include info.html %}
-If your group/room is Private, you can only share the chat link with other members of the group/room. If it is a public group/room, anyone can access the chat via the link.
-{% include end-info.html %}
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open the chat group or room you want to invite someone to.
-2. Click the room or group header.
-3. Click **Share**.
-4. Copy the link or share the QR code. 
-   - **Copy link**: Click **Copy URL** and paste the link into another chat, email, Slack, etc.
-   - **Share QR Code**: Present your device to another user so they can scan the QR code with their device.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open the chat group or room you want to invite someone to.
-2. Tap the room or group header.
-3. Tap **Share code**.
-4. Copy the link or share the QR code. 
-   - **Copy link**: Tap **Copy URL** and paste the link into another chat, email, Slack, etc.
-   - **Share QR Code**: Present your device to another user so they can scan the QR code with their device.
-{% include end-option.html %}
-
-{% include end-selector.html %}
-
-# FAQs
-
-**How do I remove someone from a chat group or room?** 
-
-Currently, members have to remove themselves from a chat. 
-
-</div>
-
-
-

From 13f2554926654f0162132a7ff26db50930df9e30 Mon Sep 17 00:00:00 2001
From: maddylewis <38016013+maddylewis@users.noreply.github.com>
Date: Mon, 2 Jun 2025 14:50:28 -0400
Subject: [PATCH 15/15] Delete
 docs/articles/new-expensify/chat/Flag-chat-messages.md

---
 .../new-expensify/chat/Flag-chat-messages.md  | 33 -------------------
 1 file changed, 33 deletions(-)
 delete mode 100644 docs/articles/new-expensify/chat/Flag-chat-messages.md

diff --git a/docs/articles/new-expensify/chat/Flag-chat-messages.md b/docs/articles/new-expensify/chat/Flag-chat-messages.md
deleted file mode 100644
index 4955298bbd6b..000000000000
--- a/docs/articles/new-expensify/chat/Flag-chat-messages.md
+++ /dev/null
@@ -1,33 +0,0 @@
----
-title: Flag chat messages
-description: Report a message as offensive, spam, etc.
----
-<div id="new-expensify" markdown="1">
-
-Flagging a message as offensive (including unwanted behavior or offensive messages or attachments) escalates it to Expensify’s internal moderation team for review. The person who sent the message will be notified of the flag anonymously, and the moderation team will decide what further action is needed. 
-
-Depending on the severity of the offense, messages can be hidden (with an option to reveal) or fully removed. In extreme cases, the sender of the message may be temporarily or permanently blocked from posting.
-
-{% include info.html %}
-Messages sent in public chat rooms are automatically reviewed for offensive content by an automated system. If offensive content is found, the message is sent to Expensify’s internal moderation team for further review.
-{% include end-info.html %}
-
-To flag a message,
-
-{% include selector.html values="desktop, mobile" %}
-
-{% include option.html value="desktop" %}
-1. Open the chat in your inbox.
-2. Hover over the message and click the three dot menu icon that appears in the menu at the top right of the message. Then select **Flag as offensive**. 
-3. Select a category: spam, inconsiderate, intimidation, bullying, harassment, or assault.
-{% include end-option.html %}
-
-{% include option.html value="mobile" %}
-1. Open the chat in your inbox.
-2. Press and hold the message and select **Flag as offensive**.
-3. Select a category: spam, inconsiderate, intimidation, bullying, harassment, or assault.
-{% include end-option.html %}
-
-{% include end-selector.html %} 
- 
-</div>
