Module · Team comms

Where to find it in the app

  • Use it: Team → Announcements & chat
  • Turn it on/off: your business name (top-left) → Settings → Modules → Team → Announcements & chat

Plan: Solo and Business · Module group: Your team · Navigation: Team → Announcements & chat (plus Team chat and Handover)


1. Overview

Purpose. Keep team communication in one place instead of scattered group chats. Team comms has three parts:

  • Announcements, noticeboard posts with read-acknowledgement tracking.
  • Team chat, channels for everyday conversation.
  • Handover, dated shift-to-shift notes.

2. When to use it

  • For must-read notices you want acknowledged (policy change, roster note).
  • For casual team chat by topic.
  • To pass information between shifts.

3. Required permissions

  • Read announcements (comms.view).
  • Post announcements (comms.post).

4. Navigation path

Team → Announcements & chat, with Team chat and Handover alongside.

5. What you'll see

  • Announcements: a list of posts (title, body, optional category), with who's read each one; unread posts show in the notifications bell.
  • Team chat: channels (e.g. #general, plus your own like #parties) with a message box.
  • Handover: a date with Today navigation and notes for that day.
  • Comms settings: manage your chat channels.

6. Turning it on

Settings → Modules → Your team → Team comms. A welcome announcement is seeded for new businesses.

7. Step-by-step tasks

7a. Post an announcement

  1. Open Team → Announcements & chat and compose a post.
  2. Add a title, body and optional category, then post.
  3. Staff read it and it's tracked; you can see who has read it.

7b. Read / acknowledge an announcement (staff)

  1. Open the announcement. Reading it records your read, clearing it from your unread count.
  2. When the poster ticked Require acknowledgement while composing, opening it also counts as your acknowledgement: it clears the "needs your acknowledgement" banner and drops the post out of the Action needed filter. Posts without that tick are just tracked as read.

7c. Use team chat

  1. Open Team chat, pick a channel, and message the team.
  2. Add channels in Comms settings (e.g. #parties, #kitchen).

7d. Leave a handover note

  1. Open Handover (defaults to today).
  2. Add a note for the next shift (e.g. "Fryer 2 booked for service; party room set up for the 10am.").

8. Examples

  • Beginner: post "New opening hours from Monday" as an announcement so everyone acknowledges it.
  • Real-world (café): a #kitchen chat channel for prep chat, plus a daily handover note between AM and PM shifts.
  • Advanced (venue): category-tag announcements (Safety, Roster, General) and track read-acknowledgement on the must-read ones.

9. Reports & exports

Read-acknowledgement per announcement is visible to posters; unread items roll up into the notifications bell. Chat and handover are living records, not exports.

10. Common mistakes

  • Using chat for must-read notices, use an announcement so you get acknowledgement tracking.
  • Too many channels, keep them few and purposeful.
  • Handover on the wrong date, check the date selector (it defaults to today).

11. Troubleshooting

Problem Fix
Staff didn't see a notice Post it as an announcement (tracked) rather than a chat message.
Can't post announcements You need Post announcements.
A channel is missing Add it in Comms settings.
Unread badge won't clear Open the announcement to acknowledge it.

12. Error messages

Posting and messaging confirm inline. Announcements you post show their read-acknowledgement state rather than raising errors.


Related: Documents · Team happiness · Shift requests

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