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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Send a Message to Teams

  • Updated:

Teams can be used in the Item Timeline to send a message to multiple staff members at once. This is helpful when Teams are collaborating on an agenda item and all need to be notified of updates or requests.

 

Important Note

You must add teams to the system before you can send a message to a team.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda the desired item is currently on
    An example agenda tile.
  4. Select the desired item
    An example Individual Reports agenda item under the Roll Call section.
  5. Click the View menu, then select the Item Timeline option from the dropdown list
    The Item's expanded view menu with the Item Timeline option highlighted.
    Note: The default view is Item Fields.
  6. In the message box, type the @ (at) symbol and the beginning of the name of the team you wish to notify
    The message box with an @ symbol and the start of a team name.
  7. Select the desired team from the dropdown list
    A message box dropdown list with the example team highlighted.
  8. Type your message
    A complete example team message in the message box.
  9. Click the Add Message button
    The green, rectangular Add Message button below the lower-left corner of the message box.
  10. The message will be added to the timeline and email notifications will be sent to all members of the team
    The example team message within the Item Timeline.

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