All Collections
Communication in Smartplan
How to communicate in Smartplan - through a browser
How to communicate in Smartplan - through a browser

You can communicate with your coworkers in Smartplan by using the message-function

Mette Østerbye avatar
Written by Mette Østerbye
Updated over a week ago

In Smartplan you can easily communicate with your coworkers. Go to the menu-item "Messages":

Now you will see your inbox. My user is Signe. As you can see to the left, I have only three messages, and the one I am looking at, is the newest one (from 17/8-2021). If you want to write a message simply click "Write message":

Now a message box will pop up, where you can write your message. You can add a title to your message, choose your recipients and finally write a message:

Let us do an example. I want to contact some of my employees because there is an available shift on Friday, that nobody has taken. Because it is not relevant for all my employees, I will click on "Pick recipients":

The shift is for employees with the position "Bartender". Therefore, I will click on "Select all" next to "Bartender". Now your recipients will be everyone with the position "Bartender". As you can see, it is also possible to choose between your coworkers and select the ones you wish to reach out to. The employees with a blue checkmark are the ones, who will receive your message:

Now, let us take a look at the different options in the message function:

1) Bold formatting

2) Italics formatting

3) Strike-through formatting

4) Add/remove link

5) You can choose to send the message in a text, but as you see it is optional, because messages will always be sent as a notification or email.

6) Make text size large and bold

7) Quote

8) Code

9) Make points

10) Make points with numbers

11) Center to the left

12) Center to the right

13) Add a file

14) Reverse

Finally, you can send your message by clicking "Send message".

ONLY FOR ADMINS: If your message is important, simply click on: "Set the message as sticky, keeping it at the top of the list". Then a little blue check mark will appear. This will pin your message, and your message will then be placed at the top of your coworkers inbox:

When you have sent your message

After you have sent your message, the message will appear under the menu-item "Messages":

As you can see, there is a little pin on it, because you checkmarked that your message was important.

If you forgot some people, who should also receive this message, you can click "Edit" next to your other recipients.

Remember it is a group message, so everyone will be able to see everyones answers. If you want to send a message to people individually, you have to pick them as the only recipients and send the message to each of them individually.

There are still a few options, that could be useful for you. Click on the three dots. Here you can unpin your message (if you are an admin), mark it as unread, and you can also move it to the archive.

If you click "Move to archive" you will go to the archive, and here you can also delete the message. This will delete the message for everyone, not just for you:

As you can see, you can also choose to unarchive it. Simply click "Unarchive".

If you want to return to all your messages, click on the green arrow. Then all the message-filters will appear. You can choose all-, unread-, public-, group-, day-, and archived messages.

How to answer a message

If you have received a message, here is how to answer it. First you will be notified, when a message is sent to you. Next to the menu-item "Messages" a number will appear. That is the number of unread messages. In this example, I am logged in as Vibeke:

Click on "Messages".

Then you will get to your inbox. All unread messages will be marked with a little red circle. As you can see, I have received a message from Signe:

You can also see, that it is a private message. To answer it, just write a message in the message field under the message and click "Add comment" when you are done:

If you want to delete your comment, after you sent it, just click "Delete" in the corner to the right. This will delete the message, not just for you but for everyone in the conversation:

Did this answer your question?