Team, chat & data

Chat and channels, announcements, polls, kudos, policies, imports and exports.

How-to

Can I edit or delete a chat message after sending it?Not at the moment. Chat messages can't be edited or deleted once they're sent, even though you may see edit, delete…
Can I send a file or picture in chat?No. Chat, group chats and channels only support text, with formatting and links. There's no file attachment option.
How do admins respond to suggestions and change their status?Admins open Update status / respond under a suggestion, pick a status, optionally write a response, and click Save…
How do I acknowledge (sign) a policy?Open the policy on Team → Policies, read it, and click I have read and agree. Your acknowledgement is recorded with…
How do I add a certification or license?Go to Team → Certifications, click Add certification, fill in the details, optionally attach a copy, and click Save.
How do I add my birthday so the team can celebrate (or hide it)?Add your birth month and day under My dates on Team → Kudos & celebrations. To keep it private, uncheck Show my…
How do I add someone to a channel?A company admin opens the channel, clicks the + next to the member avatars, and picks the person.
How do I answer a staff survey?Open Team → Surveys, find the survey under Surveys for you, click Answer, fill it in, and click Submit answers.
How do I bookmark a message or link in a channel?Every channel has a bookmark bar under its name. Use Add bookmark to pin a link, or hover over a message and click the…
How do I create a channel?Company admins can create channels from the Communication page with the + next to Channels. Other users can't create…
How do I create a group chat?Start a new conversation in Communication, switch to Group Chat, pick everyone you want, and click Start Chat.
How do I create a poll?Any member who isn't read-only can start a poll from Team → Announcements with Create a poll.
How do I create a staff survey and see the results?Company admins build surveys under Manage surveys on Team → Surveys, then Open them to notify the team. Results shows…
How do I create and publish a policy or procedure?Company admins write a policy as a draft with New policy on Team → Policies, then click Publish so members can read…
How do I export my company's data?Company admins can download data from Settings → Data, either one CSV file per dataset or everything at once as a .zip.
How do I format a chat message (bold, lists, code, links)?Use the toolbar above the message box, or type / for a list of formatting commands. Press Enter to send and…
How do I import clients from a spreadsheet?In Settings → Data → Import, choose Clients, upload your CSV, review the preview, and click Import.
How do I import tasks from a spreadsheet?Company admins can upload a CSV file in Settings → Data → Import, choose the project and list, check the preview, and…
How do I mention someone in chat?Type @ in the message box, start typing the person's name, and pick them from the list. They get a "mentioned you"…
How do I post a company announcement?Company admins post announcements from Team → Announcements with New announcement. Everyone in the company is notified.
How do I rename or archive a channel?Company admins can edit a channel's name and description with the pencil icon in the channel header, and archive it…
How do I see who has read an announcement?Admins see a Read by X/Y button under each announcement. Click it to see who has read it and who hasn't.
How do I see who has signed a policy and remind people?Admins open the policy on Team → Policies and check the Sign-off table. Remind outstanding notifies everyone who…
How do I send kudos to a coworker?Go to Team → Kudos & celebrations, choose the person under Send kudos, write a short thank-you, and click Send kudos…
How do I set up our company's core values for kudos?Company admins add core values at the bottom of Team → Kudos & celebrations. Members can then tag their kudos with one…
How do I send a direct message to a coworker?Open Communication in the left menu, start a new conversation, choose Direct Message, and pick the person. The chat…
How do I submit a suggestion, and is it really anonymous?Use Share a suggestion on Team → Suggestions. If you check Submit anonymously, WorkHub stores no name, user ID or IP…
How do I vote in a poll, or change my vote?Pick your option (or options) on the poll in Team → Announcements and click Vote. You can change your vote with Change…
How do work anniversaries work, and why isn't mine showing?Work anniversaries are based on a hire date that a company admin enters. Once it's set, the anniversary shows under…
What do the numbers next to my conversations mean?The blue number next to a direct message or group chat in the chat sidebar is how many messages you haven't read yet…
What does the green dot (Online / Offline) next to someone's name mean?A green dot means the person has used WorkHub in the last 15 minutes. A gray dot means they haven't, so they show as…
What does the number next to Team in the menu mean?It's how many company announcements you haven't read yet. It goes away once you've read them on the Announcements tab.
What is not included in a data export?Exports leave out passwords, tokens and payment keys, the files themselves (you get download links instead), personal…
What is the Team page, and what can I do there?Team in the left menu is your company's internal hub for announcements, recognition, policies and feedback. It has six…
What reminders and emails does the Team page send, and why didn't I get one?WorkHub runs a daily check that sends birthday and anniversary notices, certification expiry reminders and a weekly…
When will I be reminded that a certification is expiring?WorkHub reminds you 30 days before a certification expires, again 7 days before, and once more when it has expired…

Troubleshooting