How can we help?

Creating and Editing Communications


Steps to create a new communication

To create a new communication go to the plans and communications page. Select "Create New Communication" from the top right-hand corner of the screen. Alternatively, you can scroll to the plan for which you want to create a new communication, click on the options icon and select create new communication.



Fill the communication fields, further information below:

Plan: You must select which plan the communication sits within.

Business areas: Select the relevant business areas for the communication. You will only be able to select business areas that have been selected in the plan 

Communication owners and team:

  • You'll only be able to select from users listed in the plans owner and team fields.
  • Owner of a communication must have edit rights to at least 1 business areas selected in the plan

Dates: Add start date, end date and time (optional).

Other information: 

  • Description
  • Objectives
  • Key messages

💡It's a good practice to add as much information as possible here so that you can stay on track with plan objectives and key messages for each of the communications within the plan

  • Status
  • Strategic priorities
  • Budget (Admins only) You can add a planned budget and actual budget once the communication has been completed.
  • Files
  • Tags

Fields marked with a * are mandatory fields and you will not be able to save the communication unless you have completed these fields.

To duplicate, edit or delete a communication expand the plan that the communication sits under and click the menu icon or click on the communication and scroll to the bottom.