Posts make it easy to highlight tasks and appointments on Individual Teams, or activities on Community Teams that may need extra attention. You can create a task, appointment, or activity from the post or link an existing one.
To create a new task or an appointment within your post
1. Go to the Home screen and tap Share.
2. Add a message and then tap Add Task or Add Appt. Select Create new task or Create new appointment.
3. Select a task or appointment from the list or create your own. Add in the task details and tap Save.
4. Once you have added all the information you need, tap Post.
5. Your post will display on the Home screen with the option for a team member to sign up to help with the task or appointment.
To create a new activity within your post
1. Go to the Home screen and tap Share.
2. Add a message and then tap Add Activity. Select Create new Activity.
3. Add in the Activity details and then press Save.
4. Once you have added all the information you need, tap Post.
5. Your post will display on the Home screen with the option for team members to sign up.
To link to an existing task or appointment
1. Go to the Home screen and tap Share.
2. Add a message and then tap Link to an existing task or Link to an existing appointment.
3. Locate the existing task or appointment and then tap Link to Post.
4. Tap Post when you are finished.
5. Your post will then appear on the Home screen and team members can tap on the appointment to view more details.
To link to an existing activity
1. Go to the Home screen and tap Share.
2. Add a message and then tap Add Activity and select Link to an existing Activity.
3. Locate the existing activity and then tap Add to Post.
4. Tap Post when you are finished.
5. Your post will display on the Home screen with the option for team members to sign up.
