How to send messages individually and in bulk
Contents
Bulk Message from Workforce Table
Message Center
Send All Schedules
Message Groups
Message Crew
Share Roster
Dispatch Reminder
Bulk Message from Workforce Table
1. Navigate to the Workforce Table
2. Check the boxes next to the names you're messaging
3. Click Bulk Actions to access the drop down
4. Select Message workers
🏆 Tip: Use the Sort and Filter Bar to segment the data on the Workforce Table and pin point the recipients of your message.
Message Center
1. Click the icon in the upper right to open the quick access drop down
2. Click the icon to open the Message Center
Send All Schedules
1. Click the icon to open the quick access drop down
2. Click Send all worker schedules
💡 Note: You can send Weekly or Daily schedules by selecting them from the header menu.
Message Groups
1. Click the icon to open the quick access drop down
2. Click the icon to open the Message Center
3. Click Message Groups
4. Click Add Group
5. Click the icon to edit the new group
6. Select the name for the group
7. Add members from the drop down
8. Click the icon to save
Message Crew
Roster Board
1. Navigate to the Roster Board
2. On the Job Card click the icon to message the crew
Job Pages
1. Click the name of a job to access the Baseball Card
2. Click the quick action button to access the Job Pages
3. Navigate to the Field page from the left side navigation
4. Click the in the upper right to message the crew
Share Roster
Roster Board
1. Navigate to the Roster Board from the left side navigation
2. On the Job Card click the icon to share the roster information
Roster Report
1. Navigate to the Roster Report from the left side navigation
2. Click the icon to share the roster information
Job Pages
1. Click the name of the job to access the Baseball Card
2. Click the icon to access the Job Pages
3. Click the icon to share the roster information
Dispatch Reminder
1. Navigate to the Workforce Schedule from the left side navigation menu
2. Expand the Worker Card of the worker you're looking to send a reminder to
3. Click on the Schedule Segment in the Gantt to access the Shift Details
4. Click Dispatch Reminder