WiseParts
Communication

Announcements

Share updates and news with your team.

Broadcast important messages to your team. Announcements let admins share updates, news, and information that appears automatically when users navigate to specific areas of the platform.

Quick Overview: Create announcements that display automatically to users based on their location in the app. Messages are auto-translated into all supported languages.

On this page


Accessing Announcements

Click Announcements in the navigation to open the announcements management screen.

The list shows all announcements with their title, context, creation date, expiration date, and active status.


Creating an Announcement

To create a new announcement:

  1. Click the Create button
  2. Fill in the announcement details
  3. Select where the announcement should appear
  4. Set the expiration date
  5. Save the announcement

Announcement Fields

FieldDescription
TitleThe heading displayed to users
MessageThe full content (supports rich text formatting)
ContextWhere the announcement appears (see below)
Valid UntilExpiration date after which the announcement stops showing
ActiveToggle to enable or disable the announcement

Rich Text Editor

The message field supports rich text formatting:

  • Bold and italic text
  • Headings and paragraphs
  • Links and images
  • Lists and tables

Automatic Translation

When you save an announcement, the system automatically translates it into all supported languages (English, Portuguese, Spanish, French). You do not need to manually translate your content.


Targeting with Contexts

Contexts determine where announcements appear. Select one or more contexts to control which screens display your announcement.

Common contexts include:

ContextWhere it appears
dashboardMain dashboard screen
customersCustomer list and management
activitiesActivities and reports
tasksTasks list
ordersOrders and invoices
quotesQuotes management

An announcement with multiple contexts will appear when users visit any of those screens.


Viewing Announcements

How Users See Announcements

When a user navigates to a screen that matches an announcement's context:

  1. A dialog automatically opens showing the announcement
  2. The title and message display in the user's language
  3. Users read through the content
  4. Users click Mark as read to dismiss

Multiple Announcements

If multiple announcements apply to the current screen:

  • Navigation buttons appear to browse between them
  • A counter shows "1 / 3" (current / total)
  • Users must read through all announcements to dismiss

One-Time Display

Each announcement displays once per user. After a user dismisses an announcement:

  • It will not appear again for that user
  • Other users who have not dismissed it will still see it
  • The dismissal is tracked per user

Managing Announcements

Viewing and Editing

From the announcements list:

  • Click the preview icon to see how the announcement looks
  • Click the edit icon to modify the announcement
  • Click the delete icon to remove it

Preview Languages

The preview dialog lets you switch between languages to verify translations:

  • Click language buttons (en, pt, es, fr) to see each version
  • Verify the auto-translation is accurate
  • Edit if needed to refine specific translations

Activating Announcements

Announcements only display when marked as Active:

  • New announcements start as inactive by default
  • Toggle Active to on when ready to publish
  • When activated, users receive a notification alert

Expiration

Set a Valid Until date to automatically stop showing the announcement:

  • Announcements expire at the specified date and time
  • Expired announcements remain in the list but no longer display
  • You can extend the date by editing the announcement

Notifications

When you activate an announcement:

  • All users receive an in-app notification
  • The notification displays the announcement title and message
  • Users can open the notification to read the full content

Tips

Writing Effective Announcements

  • Keep titles short and descriptive
  • Put the most important information first
  • Use formatting to highlight key points
  • Include links if users need to take action

Timing Your Announcements

  • Set realistic expiration dates
  • Avoid overlapping too many announcements
  • Test with preview before activating
  • Consider when users are most active

Inbox

Announcement notifications appear in inbox

Dashboards

Target announcements to dashboard viewers