Communication Checklist (Teachers)

Updated on Mar 06, 2026

This checklist is your step-by-step guide to sending messages and announcements through the Communication screen. Whether your'e emailing, texting, calling, or attaching files, follow the list to stay organized and efficient. Messages can be scheduled, saved as drafts, and are always stored for easy access. For a complete guide, see Communication.

Sending New Messages to Staff/Users

2. Click the Compose tab.

3. Select the Staff recipients.

4. Select the Letterhead template (optional).

5. Select all other applicable check boxes, such as Secure Email (optional).

6. Enter the Subject of the message.

7. Enter email addresses in the Cc text box to send a copy to other users (optional).

8. Enter the Email/Message.

9. Click Send.

Viewing Scheduled Messages and Rescheduling Messages

2. Click the Scheduled tab.

3. Click the scheduled message to view details and make changes.

4. Review the message and make any necessary changes to the message, if needed.

5. Click Reschedule to reschedule the message for a different time and/or date, or click Save to apply the changes to the already set time and date.

Replying to Messages

2. Click the Inbox tab.

3. Click the sender's name to open the messages.

4. Select the Email tab to reply via Communication and send an email or select the SMS tab to reply via Communication and send a text message.

5. Type your message in the provided text area and edit the Subject, as needed.

6. Click Send.

Savings Messages as Drafts

2. Click the Compose tab.

3. Follow the applicable steps for composing a new message.

4. Enter the Email/Message and attach any files, polls, calls, etc.

5. Click Save Draft.

Editing, Deleting, and Sending Message Drafts

2. Click the Drafts tab.

3. Select the draft to open and edit it.

4. Make changes and click Send, Schedule, or Save Draft.

5. To delete a draft, click the Delete button.

Creating Templates

2. Click the Templates tab or select Template from the Compose tab.

3. Enter all the template information including the Title and Letterhead template.

4. Select all other applicable check boxes, such as Allow Replies (optional).

5. Enter the template Subject and message while attaching any files, polls, calls, etc.

6. Click Save.

Applying Templates

2. Select to use a template from the message, draft, templates, or applicable screen.

Option 1: From the Compose tab, and click Use Template.

Option 2: From the Templates tab, select the template, then click Use This Template.

Option 3: From the Templates tab, while in Table View, click Use for the applicable template.

Option 4: From the Drafts, Polls, or Sign Ups tabs, and click Use Template.

3. In the Use Template pop-up window, click the correct template Title to apply to your message.

4. Make any edits to the template details and the overall message, then click Send.

Creating Announcements

2. Click the Announcements tab.

3. Enter the Title, the Active time frame, and all relevant information.

3.1. Select the Sections for which you want the announcement to display on the Portal from the corresponding pull-down.

3.2. Instead of selecting sections, you can select from student groups by clicking the Groups icon.

4. Enable Reactions and Comments, if applicable.

5. Enter the Announcement in the text editor and attach any emails, files, polls, sign ups, calls, etc.

6. Click Post.

Adding Attachments to Messages & Announcements

2. Select the applicable tab.

3. Select the applicable attachment tab in order to attach it to the message, such as File, SMS, or Call.

4. Upload the relevant File or configure the SMS and/or Call.

5. Complete your message/announcement and click the applicable button to Send or Post.

Archiving Messages

2. Click the Inbox or Sent tab and open the applicable message.

3. Click the Archive icon to move the thread of messages to the Archive folder.

4. To review or unarchive messages, click the Archive tab.

4.1. Select the applicable message, then click the Unarchive icon to reinstate the messages to their original tab.

Flagging Messages

2. Click the Inbox or Sent tab and open the applicable message.

3. Click the flag icon and click Confirm in the pop-up window.

4. Click the red flag icon for more options.

4.1. Click Add Referral to add a referral via Add Referral for students. In the pop-up window, select the applicable options and follow the steps for adding a referral to complete the process. Then, click Save.

4.2. Click View Message to display the message while keeping it flagged.

4.3. Click Remove Flag to remove the flag from the message.

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