Post on the Team Board
Publish announcements your team reads on the web and in the app, pin what matters, see who has read each post, and post once for every location in a group.
The Team Board is where you tell your team what they need to know: a schedule change, this month's promo, a new policy, a training video. Every staff member reads it, on the web and in the staff app, and the posts that matter most stay pinned on top.
Open it from your account menu: Team Board, next to My Tasks, under the avatar at the top right on the web, and in the app's Profile tab. The number beside it counts the posts you have not opened yet.
Write a postCopy a link to this section
- Choose New Post. It is there for anyone with Manage Team Board Posts, which owners and managers have from the start.
- Give it a Title (up to 120 characters) and write the Message. The toolbar has headings, bold, italic, strikethrough, bulleted and numbered lists, quotes, links and pictures. Text you paste in keeps the formatting the board supports and drops the rest.
- Leave Notify team on to send everyone who can read the post a notification, in the app and as a push. You are never notified of your own post.
- Choose Publish.
In the staff app, New Post opens this same editor.
Links to Perceny pages, feature links included, open inside Perceny, in the same tab on the web and inside the app on a phone. Any other link opens in a new tab, or in the phone's browser.
Pin what mattersCopy a link to this section
Open a post's menu (⋮) and choose Pin. Pinned posts sit at the top of the board, most recently pinned first, and they also show:
- on Earnings, on the web and in the app, as a short list with an unread dot on the ones you have not opened;
- on Calendar, on the web and in the app, as one line above the calendar with the newest pin, and +N more when there are others.
Choose a pinned title to read the post right where you are, without leaving Earnings or the calendar; its menu, Edit and Seen by work there as they do on the board. View All and +N more open the board.
Need the room on your calendar? Choose × at the end of that line to hide it for yourself. It stays hidden on that computer or phone until someone pins a new post. Nobody else loses it, and the post stays pinned on the board and on Earnings.
A board holds up to three pinned posts. To pin a fourth, unpin one first. Unpin is in the same menu.
Edit, clone or delete a postCopy a link to this section
You can always edit or delete your own posts. Manage Team Board Posts lets someone edit or delete any post at their location. An edited post shows Edited, and deleting asks you to confirm. Editing or pinning a post does not notify anyone again.
To start a new post from an old one, choose Clone Post in its menu. The editor opens on a new post titled Copy - and the original title, with the same message (and, from a group, the same locations), ready to change before you publish. It is a new post: it starts unpinned, and Notify team works as it does for any new post. Clone Post is there for anyone who can write new posts.
See who has read itCopy a link to this section
On each post you can manage, Seen by N of M counts the people who have opened it out of everyone who can read it right now, you left out. Open it to see who has seen the post and when, and who has not yet, so you know who to follow up with.
A post is read when someone opens it. Seeing it in the list, or pinned on a dashboard, does not count. Only the post's author and the people who can manage it see who has read what.
Post once for every locationCopy a link to this section
If your locations are in a group, post from the group instead of repeating yourself at every shop: Business Settings → Team Board in the group's menu, with Allow Group Team Board, which the group's owners and managers have from the start.
Under Post To, choose:
- All locations: every location in the group, including the ones that join later. A location that leaves the group stops showing the group's posts.
- Selected locations: only the ones you tick.
A group post shows on each of those boards labeled with the group's name. Only the group's managers can edit, delete or pin it, from the group's board. A group pin shows as pinned at every location it reaches, and the limit of three applies to the group's pins and to each location's own pins separately.
Someone who works at several of those locations is notified once, and reads the post once.
Turning the notifications offCopy a link to this section
Anyone can turn Team Board Notifications off in Work Settings. They still see every post on the board; they just are not notified of new ones. The business sets the default for everyone in its notification settings.
Good to knowCopy a link to this section
- Privacy Mode hides the names and photos of authors and of the people in Seen by. Titles and messages show as written.
- On a shared device unlocked with a PIN, opening a post counts as read for the person who unlocked it.
- Kiosk and slideshow screens, clients and the client apps never see the Team Board.