Haystack

Alison Morris

Osha Jones

All the tips, tricks, and best practices you need to make the most of your Haystack Intranet workspace.

Haystack Intranet

New features, bug fixes, and product updates from the Haystack team.

Product Updates

May 25, 2023: Release Notes

May 11, 2023: Release Notes

April 14, 2023: Release Notes

March 16, 2023: Release Notes

March 2, 2023: Release Notes

February 16, 2023: Release Notes

February 2, 2023: Release Notes

January 19, 2023: Release Notes

March 30, 2023: Release Notes

2023

December 15, 2022: Release Notes

December 5, 2022: Release Notes

November 17, 2022: Release Notes

November 3, 2022: Release Notes

October 20, 2022: Release Notes

October 6, 2022: Release Notes

September 22, 2022: Release Notes

September 8, 2022: Release Notes

August 25, 2022: Release Notes

August 15, 2022: Release Notes

July 28, 2022: Release Notes

July 14, 2022: Release Notes

New Features, bug fixes, and product updates from the Haystack team

June 30, 2022: Release Notes

June 21, 2022: Release Notes

June 2, 2022: Release Notes

May 19, 2022: Release Notes

May 4, 2022: Release Notes

April 14, 2022: Release Notes

April 1, 2022: Release Notes

March 17, 2022: Release Notes

March 4, 2022: Release Notes

February 17, 2022: Release Notes

February 3, 2022: Release Notes

January 20, 2022: Release Notes

January 6, 2022: Release Notes

2022

December 16, 2021: Release Notes

December 2, 2021: Release Notes

November 11, 2021: Release Notes

October 28, 2021: Release Notes

October 14, 2021: Release Notes

September 16, 2021: Release Notes

August 26, 2021: Release Notes

2021

Learn how to put your admin tools to work, assign roles and permissions, and configure workspace settings. 

Managing Your Workspace

Use admin roles to control who can view, edit, and manage your workspace.

Managing Workspace Admin Roles

Use your people tools to manage active, invited, and deactivated users.

Managing People & Workspace Members

Learn more about the active, unclaimed, and deactivated user types in your workspace.

Understanding Workspace User Types

Admins & Users

How to configure a group's dashboard, settings, members, and information

Managing a Group's Settings

This user-friendly tool allows employees to have access to third groups that are public but would benefit from a closed save space.

Managing Closed Group Membership Requests

Our three group types make it easy to manage access to the content in your workspace.

Understanding Types of Groups

Learn how to configure the visibility and access permissions in your group.

Managing a Group's Visibility Permissions

Configuring a Group's Dashboard

Group owner's have the responsibility of creating and maintaining content within the group.

Assigning Group Owners to a Group

Learn how to make your team members mandatory members of a group.

Making a Group Required for All Workspace Members

Groups & Group Owners

Use Haystack's no-code tools to brand your workspace with your logos, colors, and lingo.

Branding Your Workspace

Customize your dashboard cards to fit your team's content strategy needs.

Customizing Your Dashboard

Customize your workspace navigation to best fit the needs of your team!

Customizing your Workspace Navigation

This narrow scrolling card is an amazing place to add VIP news and announcements.

Add a Scrolling Banner to Your Dashboard

Branding & Customization

Add Haystack as a safe sender to your email exchange to ensure notifications are delivered to your team.

Safelisting Haystack Emails

Notifications

Use email footers to share important privacy information from your internal comms and legal team.

Adding Confidentiality Disclaimers to Notification Emails

Use employee name watermarks to prevent anonymous leaks and copy/pasting.

Adding a Watermark to Your Workspace

Security

The beta release of our all-new analytics dashboards makes it easy to track and measure platform adoption and engagement.

Accessing Analytics Dashboards (Beta)

Your post insights analytics will help you understand how engaged your team members are with specific content in your workspace.

Viewing Post, Event, and Page Insights

Analytics

How to create, edit, and organize all of the content within your workspace. 

Creating and Managing Content

How to format text and embed rich content in your posts, events, and resource pages.

Using Haystack's Content Editor

Our simple polling tools allow admins, group owners, and content creators to create a poll and gather responses.

Creating and Managing Polls

How to embed, edit, and manage in-line images.

Adding Images to the Body of Your Post, Event, or Resource Page

Learn how to add an in-line social sharing card to your posts, events, and resource pages.

Adding a LinkedIn Social Advocacy card to your content

Adding custom emojis to your workspace is one of our favorite ways to add brand and personality to your communications!

Creating, Using, and Managing Custom Emojis

Text & Rich Content Editor

Posts are best used for news, announcements, company-wide updates, internal newsletters.

Creating a Post

Use templates for routine comms like all-hands meetings notes, company newsletters, press coverage lists, and more.

Creating and Using Post Templates

Broadcast your most important news directly to all employees' email inboxes.

Sending a Broadcast Post

Learn how to compose your posts now and schedule them to publish at a later date.

Scheduling a Post to Publish in the Future

The carousel is the best place to highlight your most important news and announcements.

Adding and Removing Posts from the Dashboard Posts Carousel

This feature will allow you to create and publish content without employee's seeing the content until it is ready to go live.

Using the Silent Publish Tool

Posts

Pages are best used for knowledge and documentation, policies, benefits details, company information, and more.

Creating Pages

Learn to use private pages for personal notes or as a staging area for public pages.

Creating and Managing Private Pages

Reordering Resource Pages

Learn how to set scheduled reminders to confirm, edit, or delete your resources pages.

Setting Resource Page Expiration Alerts

How to use featured resources to promote your most important resource pages.

Featuring Resource Pages

Learn how to add a blue verified check mark to your most important, official resource pages.

Verifying Resource Pages

Pages

Events are best used for all-hands meetings, company holidays, learning and development event, and more.

Creating Events

Events

The glossary is best used to house terms, lingo, acronyms, and company slang that employees new and current may need help defining.

Populating Your Workspace Glossary

Glossary

Links are the best place to house and find links to frequently visited pages and resources, both inside and outside of Haystack.

Viewing, Creating, and Managing Links

Learn to use private links for personal links or as a staging area for links to be public

Creating and Managing Private Links

Links

This user-friendly tool allows group members to submit posts for admins to approve and publish.

Moderating Group Content with Post Submission Tools

Haystack's archive tool will allow deleted content to restored if needed.

Managing and Restoring Archived Content

Our drafting tools make it easy to plan your communications in advance and publish whenever you're ready.

Saving and Managing Content Drafts

Drafts, Submissions, and Archive

Haystack's template tool will be a guide for you to make as much content using a customized template created by your admin.

Creating and Managing Templates

Templates

Connect Haystack with your other favorite tools to super-power your tech stack. 

Integrations

Use our Slack integration to push Haystack notifications for new content into the channel of your choice.

Connecting Haystack to Slack

Notification Integrations

Use the Haystack search tool to return results from other tools you use and love.

Enabling Third-Party Search with Google Drive, Confluence, OneDrive, SharePoint, and Jira

Integrated Search

Learn more about what's possible with our SSO and SCIM integrations.

Single Sign-On (SSO) & User Provisioning (SCIM) Overview

If your team uses Okta, configure your workspace to require Okta sign-in for your team members.

Okta SAML Single Sign-On Set Up

If your team uses Okta configure your integration to handle provisioning, user profile data mapping. and group management.

Okta SCIM Set Up for User Provisioning, User Profile Data Mapping, and Group Member Management

If your team uses Azure, configure your workspace to require OneLogin sign-in for your team members.

Microsoft Azure SAML Single Sign-On Set Up

If your team uses Azure, configure your integration to handle provisioning, deprovisioning, and user profile data mapping.

Microsoft Azure SCIM Set Up for User Provisioning and User Profile Data Mapping

If your team uses OneLogin, configure your workspace to require OneLogin sign-in for your team members.

OneLogin SAML Single Sign-On Set Up

If your team uses OneLogin, configure your integration to handle provisioning, deprovisioning, and user profile data mapping.

OneLogin SCIM Set Up for User Provisioning and User Profile Data Mapping

Single Sign-On (SSO) & User Provisioning (SCIM)

Video tutorials to guide you through all things Haystack.

Haystack University

New to Haystack? Start with this video for a 10 min platform overview!

▶️ Haystack 101

Posts are the best way to share news, announcements, updates, and more. Learn all about publishing posts and their advanced features here.

▶️ Creating, Editing, and Managing Posts

Our events tool makes it easy to publish events, manage RSVPs, share to your calendar, and more. Learn how here.

▶️ Creating, Editing, and Managing Events

Being a group owner gives you special permissions and publishing access. Learn all about it in this quick video guide.

▶️ How To Be a Haystack Group Owner

Video Guides

Browse through the types of events our most successful teams include in their all-company group.

Suggested Events for Your All-Company Group

Browse through the resource pages our most successful teams include in their all-company group.

Suggested Resource Pages for Your All-Company Group

Browse through the types of posts our most successful teams include in their all-company group.

Content Best Practices

Learn how to manage your account, set your preferences, and navigate around your workspace. 

Haystack Basics

Your Haystack profile is a great way to share your skills, experiences, and interests with your team.