Teamwork Spaces
provides a seamless
collaborative
environment for you
and your team. From
document management to
powerful editing, you
can easily create,
track, and organize
your company's most
valuable
information. | Curriculum |
---|---|
◑ Required Reading
overview | |
◑ Marking
a page as required
reading | |
◑ Viewing and managing
your required
readings | |
◑ Tracking changes to
your required
readings | |
◑ Required reading
reports |
Required Reading
overview
Required
Reading allows you to
highlight and prioritize
your organization's
essential information by
marking them as must-reads
for segments of users.
Whether you are
documenting policies and
procedures, team
processes, or company
handbooks, Required
Reading is a great means
of making sure all
relevant stakeholders are
informed and up to
date.
Communicating
important updates
becomes effortless. If
you make any changes
to a Required Reading
document, all
employees will be made
aware of the changes,
meaning nothing falls
through the
cracks.
Marking a page as required
reading
Firstly, let's take a look
at assigning
required readings
to people on your
site. When marking
a page as required
reading, you can
set it for all
members of the
space, specific
individuals, or
entire
companies.
Select
the Required
Reading button
in the top right-hand
corner of a published
page.
The
Required Reading modal will open on
the Assign tab by
default. Here, you can choose to assign
the page to all members of the associated
space, specific companies, or just some
individual members of the space. Don't
forget to click Apply at
the end!
One thing to note here is the power
of dynamic assignment. When assigning
required reading to all members of a
space or company, any new users added
to the space or company in the future
will automatically be assigned the
page as required reading. This
time-saving behaviour brings
an added level
of efficiency to your
workflow, particularly for
any onboarding
documentation new starters
will need to be up to
speed
on.
Viewing and managing your
required readings
Now that you know how to set required
reading for other users, let's explore
the
Required Reading area of your site
which
contains all of your own read and
unread
required readings.
When you have unread items, a
red notification badge icon will be
displayed beside the tab, and the
items
are grouped by unread, read, and all
required readings. A count will be
displayed beside each tab to indicate
the
number of items in that section.
Items will be grouped by the space
they
belong to. Select the name of an
individual item in the list to go
directly
to that page.
Marking a page as
read
For unread items, you
will see a blue
indicator to the left of the page
name. To
the right, you will have an option
to Read now which
will
bring you directly to that
page.
When you view an individual required
reading page, you will see an
estimated
reading time beside the required
reading
note at the top of the page. At
the
bottom of the page contents, you will
have
the option to mark the page as
read.
If you have previously marked the
page
as read, you will instead have the
option
to mark the page as unread.
To help you work through your
required readings in a timely
manner,
you will also see an option for
continuous reading here. Having
the Automatically advance
to
next page option
ticked
means you will be brought to the
next
unread required reading in your
list
once you mark the current page as
read.
Tracking changes to your
required
readings
Ensuring that people are
keeping on top of the latest
updates
to essential materials is of
the
utmost importance. Whether you
are
dealing with safety
procedures,
onboarding guidelines, or
product
release processes, it is
critical
that
the relevant stakeholders are
aware of
changes as documentation
evolves.
Taking Required Reading one
step further, changes made to
pages
people have already marked as read
can
be easily tracked. At the top of
the
relevant page, you will see an
option
to show
changes. Toggling this on
will
highlight any additions to the
page in
green, while deleted segments are
shown in red.
Once a change has
been made to a page you
have
previously read, you will
receive a bell
notification if
the editor selected the
notify
option. You will also
receive
an email notification if
you
have email
notifications enabled and
the
page will be added back to your unread
required readings list.
Required reading
reports
For
space
members
with edit
permissions,
the
Required Reading
feature
provides some
additional
oversight via a report.
This
report
is a great way to
get
a sense of
engagement
levels for your
content, and
is
available on any page that has
been
marked as required
reading. When you click
the Required
Reading button
at the top of a page to open the
Required Reading modal, just jump
to
the Report tab.
At the top of the report,
you will see the percentage of
users
that have already read the
page. Users
are separated via
the Read and Unread tabs.
You can click each tab to
view
the corresponding list of
users.
Summary | |
---|---|
Now
that you have
completed
our introduction to
Required Reading in
Teamwork Spaces, you
can
easily take the
following
actions
on your site: | |
Chapter | Skill |
Required reading
overview | ✓ Understand the
purpose of
required
reading |
Marking a page as
required
reading | ✓ Mark a page as
required
reading ✓ Assign
specific
people or
companies to
a required reading
page |
Viewing and managing
your
required
readings | ✓ Access the
site-level
Required
Reading area ✓ Toggle between
your read and
unread
items ✓ Mark a
required
reading as
read ✓ Track changes
to
pages you have
already
read |
Required reading
reports | ✓ Access the
required reading
report for a
page ✓ See the
percentage
of users who have
read
the page ✓ Check which
individuals have
yet
to read the
page |