Яндекс.Метрика
Sidebar

Sidebar

How to set it up, what's in it and tips from the Pachca team

The sidebar sits on the left side of the screen and is available from anywhere in the app, like an open chat or the task window.

What's in the sidebar?

Here's a quick rundown of the sidebar sections, from top to bottom:

1. Workspace

It's in the top-left corner of the screen. Here you can manage your subscription and set up your company profile by adding a logo and name. Click the workspace name to open a drop-down menu where you can add another workspace or account. Learn more about workspaces and switching between them here.

2. Global search

The search bar helps you find other members, chats and any message sent in them. Just type a word, and Pachca shows every chat and message that contains it.

3. Quick chat creation

The Plus icon next to search opens a window for quickly creating a chat. You don't even have to enter a name. Just invite your teammates. You can come up with a name together later :)

4. Threads

All the threads you're part of are collected here. Learn more about what threads are in this article and how they work in Pachca in this one.

5. Reminders

This is your built-in reminder list. Plan your day and set reminders for yourself and your teammates.

6. Favorites

You can add both chat messages and thread comments to Favorites. By default, the section is tucked away under More. See below for how to bring it back to the sidebar.

7. Members

Here you'll see everyone in your workspace. Quickly find a teammate, check their job title and department and look up their contact details. By default, this section is under More too.

8. Drafts

Drafts help you keep track of chats and threads with unsent messages. All your unfinished drafts are one click away, on any device.

How to customize the sidebar sections

You can tailor Threads, Favorites, Reminders, Integrations, Members and Drafts to the way you work: keep what you use every day in sight and move the rest to the More menu. By default, Favorites and Members are there.

Right-click a section and choose how to show it:

  • Always show: the section always stays in the sidebar.
  • Show when badged: the section appears only when there's something new in it. This option is available for Threads, Reminders and Drafts.
  • Don't show: the section moves to the More menu. Only Threads can't be hidden.

To set up all sections at once, open the Customize sidebar window: right-click any section, or go to More → Customize sidebar…. You can also drag sections there to change their order. The setting is saved to your profile and only affects your view.

9. Chats

By default, all company chats are split into two folders: Chats and channels and Direct messages. From there, it's up to you: create as many folders as you like, arrange them in the sidebar and drag chats into them however you want. Pin your most important chats, where most of the work happens, above your folders.

10. Your profile

You'll find it in the bottom-left corner of the screen. It does a lot: here you can fill in your info, set a status, manage notifications, adjust Pachca settings or contact our support team.

Sidebar tips

  • Sort your folders by priority. Keep the ones you need most at the top and move the ones you rarely use to the bottom. This helps you stay focused on what matters most.
  • You can adjust the width of the sidebar by dragging its right edge.
  • We recommend pinning no more than 5 chats above your folders so the key ones stand out. That said, there's no limit on pinned chats.
  • To see the list of public chats you can join without an invitation, click Browse next to the Chats and channels folder.
  • In the mobile apps, the sidebar looks a little different from the desktop version and sits at the bottom of the screen.

Updated: December 2, 2024

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