Use Tale with your team
Find your conversations, choose where to put information, and work in a project.
3 min read
Your everyday work in Tale starts with a conversation or a project. This guide helps you find the right place for a question, a document, and work you want to share with your team.
Know what you can access
Start with a signed-in account and a working first chat. Your role and project access determine what you can read or change. Members can chat and work in accessible projects. Editing organization-wide knowledge requires Editor or higher; project work follows the project’s access rules. Check members and roles when a control is missing.
Ask a question with enough context
Open Home and select New chat. Describe the task, provide the information needed, and say what the result should look like. For example, paste meeting notes and ask for decisions, owners, and open questions.
Read the result before using it. When the answer cites a source, open it and check that it supports the claim. A fluent answer is not evidence that the model used the correct document. Chat effectively shows how to improve an answer with follow-up questions.
Put information in the right place
| You want to… | Use… |
|---|---|
| Discuss a file in this conversation | A chat attachment |
| Keep source material with a project | The project’s Knowledge tab |
| Make approved material available as organization knowledge | Knowledge documents |
| Maintain a short reusable article | A knowledge entry |
Choose the intended audience before uploading. Organization knowledge and a project’s files have different access boundaries. Uploading a file and making it searchable are separate stages; wait for indexing before testing retrieval.
If you cannot add a shared source, ask someone with edit access. Include the intended audience and where the file should live.
Work in a project
In Home, choose a project you can access under Projects. Use Tasks to see the work, Knowledge for project files, and Chats for conversations. Project chats remain personal until shared with the project.
Open a task to read its description, assignee, and discussion. If you have edit access, update the task and reload it to check the saved result. Follow manage project tasks for ordinary task work and use projects for a complete example.
Return to your work
Every section opens on its own first page, whatever you did there last. On a computer, Home is the exception: it reopens the chat you last read, and choosing it again starts a new chat. The navigation guide explains the desktop and phone controls.
Home lists your chats together with the open tasks assigned to you or waiting for your review; choose Chats or Tasks above the list to see one kind only. If the Home panel is hidden, Show sidebar at the start of the header brings it back. Use a new chat for a new subject and share a project conversation deliberately when teammates need it.
Your language and theme are available from Manage account. The preferences guide explains the other account settings and which features use them.