Mandatory read posts in Zoho Connect

Mandatory read posts in Zoho Connect

Feature Availability

Overview

Create or mark a post as mandatory read when you require members to read the particular post. Members will be notified of mandatory read posts, and upon opening the post, they will be prompted to complete an acknowledgment action.  

Why use mandatory reads? 

Mandatory reads can help organizations replace the existing process of getting documents signed by members as proof of acknowledgment. This also enables admins to easily track down who all have read the important information and send reminders to the members who have not read the post yet. 

Who can mark a post as mandatory read?

The network admins can mark a post as mandatory read in the network wall, and the group admins can mark a post as mandatory read in their respective Groups.
The option to mark a post as mandatory read is not available for posts shared on the users' wall. 

How to create a mandatory read post? 

  1. In the network wall/group wall, create a post like you usually would.
  2. Click  in the top-right corner of the rich text editor while creating your post.  
  3. In the pop-out, toggle the button to enable mandatory read.
  4. Change the acknowledgment message and button text, if required. To do this, hover and click above the required message and edit it.
  5. Set a deadline for the post before which members must complete the acknowledgment action. You can also send an automated reminder to members before the deadline. 
  6. Choose the color theme you'd like to use for the acknowledgment action.
  7. Click Save.
           

How to mark an existing post as a mandatory read?

  1. Navigate to the required post.
  2. Click the ellipses (...) in the top-right corner of the post.
  3. Select Mark as Mandatory Read from the dropdown menu.
         
  4. In the pop-out, toggle the button to enable mandatory read
  5. Change the acknowledgment message and button text, if required.
  6. Set a deadline for the post before which members must complete the acknowledgment action. You can also send an automated reminder to the members before the deadline. 
  7. Click Save

What happens once you mark a post as mandatory read? 

The post will have a mandatory tag to help users distinguish it from other posts. The members will receive a notification about the post. After reading the post, they'll have to complete the acknowledgment action.

How to view and export post report and send reminders? 

  1. Navigate to the required post.
  2. Click View Report found in the top-right corner of the post. 
     
  3. In the pop-out, you'll be able to see the list of members who have read and not read the post.
  4. To export the details of users who've read the post, click Export in the top-right corner of the pop-out. 
  5. To remind a particular user to read the post, click Send a reminder next to the user's name.  
        
  6. To send reminders to everyone, click Remind all.     

How to remove a post from mandatory read?

  1. Navigate to the required mandatory read post.
  2. Click the ellipses (...) found in the top-right corner of the post.
  3. Select Manage Mandatory Read  from the dropdown menu.
             
  4. In the pop-out, toggle the button to disable mandatory read.   

How can members acknowledge a mandatory read post? 

  1. Click Feeds from the main menu in the left. 
  2. Click Mandatory Read Posts from the extended menu. 
  3. Navigate to the required post.
  4. Scroll to the acknowledgment section found at the bottom of the post.
  5. Select the checkbox found beside the acknowledgment message.
  6. Click Submit.
           
 

The acknowledgment action does not apply to the user who created or marked the post as a mandatory read. 
 
If you have any questions regarding mandatory read posts, please reach out to our support team at support@zohoconnect.com. We're happy to help!

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