Connecteam’s chat was designed to help you efficiently communicate with your employees in a way that is easy and instant. If you want to plan your messages ahead, however, you can schedule a message in advance - regardless of whether it's an individual or team chat or a channel.
In this article, we will go over exactly everything related to scheduling a message both on the dashboard and on the mobile including:
Let's get started!
How to Schedule a Message
To schedule a message on the dashboard simply enter the chat and write your message, then click on the clock icon. There will be different options depending on whether you are scheduling the message in a Team Chat/Channel or in an Individual Chat. Let's go over these below.
By default, you will be able to select between 9 a.m. or Next Monday at 9 a.m. or create custom time. Note that 9 a.m. refers to the soonest 9 a.m. For example, if a message is created at 4 p.m. on a Monday and the time selected is 9 a.m. it will be scheduled for 9 a.m. on the following day (Tuesday). If however a message is created at 8 am on Tuesday and the time selected is 9 a.m. it will be sent at 9 am on the same day (Tuesday).
When setting a custom time simply choose the date and time you'd like the message to send and of course, press Send message.
In individual chats in addition to the options displayed above (At 9 a.m., Next Monday at 9 a.m., and Custom Time) you'll also have the option of 'on next clock in'. With this option, the message will automatically be sent the next time your employee clocks into a shift. This is great for compliance making sure that you are not messaging employees when they are not on the clock.
💡 Tip: Keep in mind that the time you set is according to your time zone, meaning if you are in New York and select a custom time of 12 pm it will be sent at 12 pm EST time regardless of where your employees are located.
The Scheduled Zone
Once you have scheduled a message you'll be able to view the message and any other scheduled messages for that specific chat in the scheduled zone. Each chat has its own scheduled zone which can be found at the top right-hand corner of the chat conversation.
This is what the scheduled zone looks like on the dashboard:
Note that the scheduled zone only appears if you have a message that is scheduled. So if you see a chat that does not have the schedule zone it simply means this specific chat currently has no scheduled messages.
How to Tell if a Chat Contains a Scheduled Message
If a chat contains a scheduled message there will be a scheduled symbol next to the chat, take a look at how this looks below:
How Can I Make Changes to a Scheduled Message
Inside the scheduled zone you can also make changes to the scheduled time or delete a scheduled message. Let's go over how to do this below:
To make changes navigate to the relevant message and click on the three dots next to it. Here there will be three options: send now, reschedule message, and delete message.
Let's go over each option below:
This option lets you send a scheduled message right now instead of at its scheduled time and is great if your plans change and the information you scheduled needs to be sent immediately.
This option allows you to change the date and/or time of the scheduled message. Just choose the new date and/or time and click on 'Send message'.
Note if you begin the process of rescheduling a message and do not finish it (click on 'send message') but the original scheduled time arrives, the messages will be sent.
If you want to edit the contents of the message, simply click on the edit message. Once finished making the relevant changes click on the blue check mark as indicated below.
If you scheduled a message but no longer need it you can choose to delete the message. Simply click on delete message and then delete again to confirm.
Note if you begin the process of deleting a message and do not finish it (click on 'send message') and the originally scheduled time arrives the messages will be sent.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.