Using the Headlines Tool

How to use the Headlines tool to cascade important messages across your organization.

Written by Tommy Mains

Updated at August 21st, 2024

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Table of Contents

Creating and Sharing Headlines Procedures Cascading Procedures Headlines in Meetings

Use the Headlines tool to read, create, and share announcements that usually don’t require a discussion or need additional action items. Headlines and Cascading Messages function the same. Typically, organizations use Headlines for team announcements to be read during meetings and Cascaded Messages for announcements they want to share with other teams.

 

Creating and Sharing

Reading Headlines is a core component of the Weekly Team Meeting's agenda. These are news items worth sharing but may not need further discussion. If a Headline warrants further discussion, right-click it and make it an Issue.
 

Headlines Procedures

Click the tabs below to learn more about the Headlines Tool. 

Create a Headline

To create a Headline:

  1. Click Headlines from the left navigation.
  2. Ensure you're on the desired team.
    1. If not, click the name of the current team to select the desired team.
  3. Click Add Headline. 
  4. Click the check mark on the right side of the row.
  5. To add details, click on the Headline.

Or:

  1. Click Create at the top right of your screen.
  2. Choose Headline from the dropdown. 
  3. Fill out a Title and Description.
  4. To change or add teams, click the down arrow on the current team.
  5. Click Create Headline on the bottom left.
     
 
 

Edit a Headline

Edit an existing Headline or Cascading Message.

  1. Click Headlines from the left navigation.
  2. Ensure you're on the desired team.
    1. If not, click the name of the current team to find and click on the desired team.
  3. Click the intended Headline or Cascading Message.
  4. Edit the title, description, and team(s) as necessary.
     

All changes are saved automatically.

 
 
 

Archived Headlines

The Archived view shows Headlines and Cascading Messages your team has read and checked off in Meetings, so it may not show every Headline or Cascading Message you've created.

View archived Headlines and Cascading Messages.

  1. Click Headlines from the left navigation.
  2. Ensure you're on the desired team.
    1. If not, click the name of the current team to find and click on the desired team.
  3. Click Archive or the toggle to view all your team's archived Headlines and Cascading Messages.
 
 

 

Cascading Procedures

Click the tabs below to learn how to use Cascading Messages.

Cascade a Headline

Cascade (send) a current Headline to another team or multiple teams.

  1. Click Headlines from the left navigation.
  2. Ensure you're on the desired team. 
    1. If not, click the name of the current team to select the desired team.
  3. Right-click the Headline.
  4. Click Cascade.
  5. Edit the Headline's title or description as desired.
  6. Click the down arrow to choose the team (or teams) to send the Headline to.
  7. Click Create Cascading Message.
 
 

Create a Cascading Message

Cascaded messages, like Headlines, are read during meetings, such as a Weekly Team Meeting.

Create a new message to cascade to one or more teams in your organization.

  1. Click Headlines from the left navigation.
  2. Ensure you're on the desired team.
    1. If not, click the name of the current team to find and click on the desired team.
  3. Click Create Cascading Message.
  4. Write a title and description for the message.
  5. Click the down arrow or anywhere on the Team field to click on the team or teams to send the message to.
  6. Click the Create Cascading Message. 
 
 

 

Headlines in Meetings

Reading through a team's Headlines is a recommended and default agenda item for Weekly Team Meetings.

While reading through your team's Headlines, you can perform the following actions:

  • Click a Headline to view its details.
  • Click the circle at the beginning of the Headline's row to archive it.
    • Unchecked Headlines will appear in the next team meeting.
  • Click the ellipses to cascade the Headline, create an Issue, or create a To-Do.
     

 

tool headlines cascade a headline create a headline cascading messages news sharing communicate between teams

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