Reachouts

Knowledge Base

What is Reachout and why would you use it?
Reachout is a great method of communicating to multiple members at once and is super handy for immediate and timely communication. This feature allows an Administrator the option to send an email message out directly and quickly to all client team, individuals or a group from the team. It can be an update, flyer, video, etc. The communication is catalogued and stored in Reachouts so it can be used again in the future if needed. An example would be sending a training video to watch. This same Reachout can be used repeatedly for new hires, etc.

 

Where to find the Reachout feature:
You will find the Reachout icon on the main dashboard at the top between the “Project Management” and “Search” icons.

 

How to create a Reachout 

Step 1
To create your reach out, first go to the megaphone icon at the top of your worksmartanew portal, then select +New Reach Out.

Step 2
Use the Team list to either ‘Type to choose Team’ or ‘Add team from Team list.’

Step 3
Enter an e-mail subject line and your text to create a message (see above). You can also insert an image, media, link, or a document directly from your computer.

Step 4
When your Reachout is ready, you can send a test email to yourself to see a quick preview, or simply hit Send.

You can check the status of your Reachout by clicking back on the Reachout icon and a list of previously created Reachouts will appear. The status will say ‘complete’ once sent. You can also view the sent Reachout by clicking into it.

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