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Reviewing and Adding Messages and Alerts

Use the Messages window to create and send out a Message or Alert. You can also use this section to reply to a message and edit or delete a message you have created. Refer to the following How To's.

To Add a Message:

  1. Go to Collaboration > Messages.
    Messages window displays Recent and All Messages and Alerts.

  2. Select Messages > Add.
    Add Message window displays. Settings tab is active.

  3. Select Effective Dates.

  4. Type a Title for the Message.

  5. Type Notes to display as part of the message.

  6. Select Is Alert if the message is an alert.

  7. Select Allow Replies to allow message recipients to reply to you about the message. All replies are listed with a timestamp.

  8. Select Enabled to display the message immediately.
    Note: The message must be enabled to be displayed. You can disable the message to save it for future use.

  9. Select Save.
    Message window is saved. Sharing and Broadcast tabs display along with a timestamp.

  10. To place the Message or Alert on User or Employee Calendars, select the Shares tab.
    Shares window for the Message or Alert displays.

  11. Select By: Individual or Location. Folders-is not applicable.
    Note: If you select a Location, the message is delivered to everyone in that Location. If you select Individuals, you can individually choose the employees and users with whom to share the message or alert.

  12. Select With: Any, Employee, or Manager.

  13. Select List.
    The window refreshes and displays a list of names, either employees, managers, or locations depending on your earlier selection.

  14. Select Names to share this event with and select Add.
    Names display in Shared window.

  15. Use the Remove or Remove All buttons to remove selected or all names.

  16. Select Save.
    The window refreshes and the Message or Alert is posted in the calendar of those identified in the Shared text box.

  17. To send this Message or Alert, select the Broadcast tab.
    Broadcast window displays.

  18. Select Broadcast.
    An email is sent to everyone listed in the Shared text box and a timestamp displays.
    Note: Users and Employees must have an email address entered in TeamWork 5 or they cannot receive a message or alert that is broadcast.

To Reply to a Message:

  1. Go to Collaboration > Messages.
    Messages window displays Recent and All Messages and Alerts.

  2. Select the Message or Alert you would like to reply to.
    Message summary information displays.

  3. Under Replies, select Add.
    Reply window displays.

  4. Type the Reply information in the text box provided.

  5. Select Save.
    Your reply is received by the person who posted the message. It includes a date and timestamp.

To Edit a Message:

  1. Go to Collaboration > Messages.
    Messages window displays Recent and All Messages and Alerts.

  2. Select the Message or Alert you would like to edit. You need to have been the message creator to edit a message.
    Message summary information displays.

  3. Select Edit.
    Message Edit window displays.

  4. Make the changes you would like to make. Any changes you make to the Message or Alert display on the calendars of those identified in the Shared text box.

  5. Select Save.

To Delete a Message:

  1. Go to Collaboration > Messages.
    Messages window displays Recent and All Messages and Alerts.

  2. Select the Message or Alert you would like to delete. You need to have been the message creator to delete a message.
    Message summary information displays.

  3. Select Edit.
    Message Edit window displays.

  4. Select Delete.