Project and Program Updates
PRODUCTIVITY APPLICATIONS
The idea behind our project and program update application is very simple: Allowing you and your team a channel of communication, uninterrupted by other noise, for providing daily, weekly, monthly or quarterly updates to one another and to have it all collated in a central location that's easy to find again in the future.
How do I create a new channel?
- Navigate to the Project and Program Updates App
- From the main table, you'll see an option to
Create new channel
- Enter a channel name and a description (optional)
- Hit save, and you're all set
- Now go enjoy your brand new channel and invite your team members to join you
How do I edit the name of an existing channel?
There are two ways for you to do this:
From the main app table:
- From the main app table, hover over the channel you wish to update
- Select
Edit name and description
- Change the channel name to whatever you wish
- Hit save
- Your channel name has now been updated
From within a channel:
- Within each channel, you'll find the channel name in the navigation
- Click the name to enter the
edit
state - Update the channel name
- Hit enter or press outside the editable area
- Your channel name has now been updated
How do I delete a channel?
You're only able to delete a channel if you're the creator of it or if you're a workspace super admin.
There are two ways to delete a channel:
From the main app table
- Hover over the channel you wish to delete
- You'll see options appearing on the right hand side of the row, choose
more
- Select
delete channel
from the dropdown list - Confirm your action
- Your channel has now been deleted.
From within a channel
- In the channel navigation, you'll see an option called
more
- Select
delete channel
from the dropdown list - Confirm your action
- Your channel has now been deleted.
When deleting a channel, all data is irretrievably lost for all channel members so please be sure that deleting (as opposed to archiving) is the right option.
How do I archive a channel?
You're only able to archive a channel if you're the creator of it or if you're a workspace super admin.
There are two ways to archive a channel:
From the main app table
- Hover over the channel you wish to archive
- You'll see options appearing on the right hand side of the row, choose
more
- Select
archive channel
from the dropdown list - Confirm your action
- Your channel has now been archived
From within a channel
- In the channel navigation, you'll see an option called
more
- Select
archive channel
from the dropdown list - Confirm your action
- Your channel has now been archived
You can unarchive a channel within 30 days of archiving it (after which it is irretrievably deleted) - see the next section for instructions on how to unarchive
How do I leave a channel?
If a channel's content is no longer relevant to you, you're free to leave it at any time.
There are two ways to leave a channel:
From the main app table
- Hover over the channel you wish to archive
- You'll see options appearing on the right hand side of the row, choose
more
- Select
leave channel
from the dropdown list - Confirm your action
- You have now left the channel
From within a channel
- In the channel navigation, you'll see an option called
more
- Select
leave channel
from the dropdown list - Confirm your action
- You have now left the channel
If the channel isn't private, you can join again at anytime
How do I search for updates within a channel?
- From the channel navigation, select
search
- Type a keyword associated with the update or message you want to find
- If there are any matches, they will be shown below the search bar, click the relevant option
- You're taken to the message in the channel
How do I add a reaction to a post?
- Hover over a given update or message
- You'll see options appear at the right-hand side of the message
- Select
add reaction
- Choose your emoji
- Your reaction is now shown directly underneath the message for everyone else in the channel to see
If there already is an existing reaction to a given message by another channel member, you can simply click the replicate the reaction for yourself. Hovering on the existing will similarly give you a small +
from which you can add a quick-reaction
How do I edit a post?
- Hover over a given update or message
- You'll see options appear at the right-hand side of the message
- Select
edit
- Your message is now editable, make your changes and hit
update
when done - Your message has now been edited
Beware that other channel members are able to see when a post has been edited by the small (edited)
indication next to the message. They will not
be able to see your edit history/what you edited however.
How do I delete a message?
- Hover over a given update or message
- You'll see options appear at the right-hand side of the message
- Select
delete
- Confirm your action
- Your message has now been deleted and cannot be retrieved
How do I attach a file or image to a post?
- In the text input field, you'll see a small
file
icon, press that - Your local files are now displayed and you can choose any pdf, word, excel, png, jpg or powerpoint file and insert it
- Make sure it has finished uploading
- When you hit
post message
your file will be uploaded along with your message or update
How do I unarchive a channel?
- From the main app table, you'll see a
more
option at the very top - Select
archived items
from the dropdown - You're now in a table with all your archived items
- You can hover over the channel you wish to unarchive to see the option
unarchive
expand, select that - Your channel has now been unarchived and is again to be found in the main table alongside your other channels