Admins and Super Admins can use the new Home Page to communicate important updates across your organization through timely, targeted announcements. This article covers how to create, edit, and manage announcements, and provides best practices for crafting effective messages.
🆕 Adding a New Announcement
Step 1: Locate the Announcement Panel
On the Home Page, find the “Announcements” tile in the upper right. The Add button is visible to users based on their role.
Step 2: Click the "+" button to add a new announcement.
Step 3: Fill Out the Announcement Details
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📝 Title: Short and clear title (e.g., "Q2 Actuals Due April 30")
- ✍️ Details: Use bullet points, bolding, and links to keep your message clear and actionable.
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🔗 Link and Link Name: Optional for providing direct access to outside resources
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📅 Display Until Date: Choose when the message goes live and when it should disappear.
Click “Save” to make the announcement live immediately or schedule for later.
✏️ Editing or Retiring an Announcement
To Edit:
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Navigate to the Announcements panel.
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Find your active message.
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Click the Edit (✏️) icon to update content, roles, or dates.
To Retire:
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Navigate to the Announcements panel.
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Find your active message.
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Click the Edit (✏️) icon to update content, roles, or dates.
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Click the Trash (🗑️)
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🔒 Only Admins and Super Admins have permission to edit or retire announcements.
✍️ Tips for Writing Effective Announcements
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✅ Be Specific: Mention deadlines, actions required, or linked resources.
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🧠 Keep It Concise: Aim for clarity in 2–4 sentences.
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🔗 Include Links: Point to relevant KB articles, reports, or forms.
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🏷️ Use Headings and Bullets: Improve readability at a glance.
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📅 Set an Expiration Date: Avoid outdated content cluttering the user view.