Announcements
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.
On this page
- Accessing Announcements
- Creating an Announcement
- Targeting with Contexts
- Viewing Announcements
- Managing Announcements
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:
- Click the Create button
- Fill in the announcement details
- Select where the announcement should appear
- Set the expiration date
- Save the announcement
Announcement Fields
| Field | Description |
|---|---|
| Title | The heading displayed to users |
| Message | The full content (supports rich text formatting) |
| Context | Where the announcement appears (see below) |
| Valid Until | Expiration date after which the announcement stops showing |
| Active | Toggle 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:
| Context | Where it appears |
|---|---|
| dashboard | Main dashboard screen |
| customers | Customer list and management |
| activities | Activities and reports |
| tasks | Tasks list |
| orders | Orders and invoices |
| quotes | Quotes 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:
- A dialog automatically opens showing the announcement
- The title and message display in the user's language
- Users read through the content
- 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