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Messages

Use the Messages page to add messages and alerts and review previous messages and alerts. You can also reply to a message and edit or delete a message you have created.

Adding a Message

  1. Select Collaboration from the main menu.

  2. Select the Messages tab.

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

  4. Select Effective Dates.

  5. Type a Title for the Message.

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

  7. Select Is Alert if the message is an alert.
    Note: A red caution symbol displays to indicate it is an alert.

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

  9. The Enabled check box is selected by default. This displays the message immediately.
    Note: To disable the message and save it for future use, clear the Enabled check box.

  10. Select Save.
    Message window is saved. Sharing and Broadcast tabs display.

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

  12. 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.

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

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

  15. Select Names or Locations to share this message with and select Add.
    Names display in Shared window.

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

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

  18. To send this Message or Alert as an email, select the Broadcast tab.
    Broadcast window displays.

  19. 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.

Example:

Add Message

Replying to a Message

  1. Select Collaboration from the main menu.
    Collaboration window lists Events, Messages, Feedback and Notifications.

  2. Select the Messages tab.

  3. Select message you would like to reply to.

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

  5. Type the Reply in the text box provided.

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

Editing a Message

  1. Select Collaboration from the main menu.

  2. Select the Messages tab.

  3. Select message you would like to edit.

  4. Make the changes you would like to make.

  5. Select Save.
    Message updates display on the message.

Deleting a Message

  1. Select Collaboration from the main menu.

  2. Select the Messages tab.

  3. Select message you would like to delete.
    Note: You need to have been the message creator to delete a message.

  4. Select Edit.
    Message window displays.

  5. Select Delete.
    Window prompts: Delete item?

  6. Select OK to delete the Message.