Sending Staff Notes to Communicate

Send a private message to your employees individually

1. Access the Notes Feature on the Dashboard

   • Navigate to the dashboard, and click on the bubble icon to create a new note.

2. Create a Subject for the Note

   • Start by entering a subject for your note.
   • Alternatively, choose a predefined subject (e.g., "Training and Education").

3. Set Importance Level

   • Select the importance level of the note (e.g., "Important") to ensure it catches the recipient's attention.

4. Embed a Video

   • Find a video you want to share (e.g., a YouTube video).
   • Click the "Share" button on the video, then select "Embed" and copy the embed code.
   • Return to the note, click on "HTML," and paste the embed code.
   • Save your changes by clicking the green checkmark.

5. Add a Custom Message

   • You can enhance the note by formatting text (e.g., bold text). For example, write "Please watch this video."

6. Select Staff Members to Notify

   • Choose the staff members who need to receive the note.

7. Save and Close the Note

   • If needed, adjust the time and date of the note.
   • Click "Save and Close" to send the note to the selected staff members.

8. Verify Staff Receipt

   • Log in as a staff member to confirm they received the note.
   • Staff members can play the video directly from the note.
   • A timestamp will indicate when the note was viewed.

9. Access Notes Anytime

   • Staff members can access the note anytime by clicking "My Notes" at the top of their account.

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