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Creating, Editing, and Managing Posts ✍️

Check out this video below for all things creating, editing and managing posts:

 

Or if you're a step-by-step learner, choose from an article below:

Table of Contents

Creating a Post

This is where the magic begins! A Haystack post is your canvas for sharing news, announcements, and company-wide updates. It's a cinch to get started.

  1. Click the Create button in the top right corner of your screen.

  2. Select Create Post.

  3. Choose the audience for your post by selecting the group you want to publish in.

  4. Get to writing! Give your post a title and subtitle, then use the / editor to add all the fun stuff—images, videos, and more.

  5. When you're happy with what you've created, you have a couple of options: you can click Save as Draft to come back later, or click Continue to move on to the post settings.

Adding and Customizing Images

Adding images to your posts, events, and resource pages is quick and easy using our content editor, which will help your content really pop!

Uploading an Image

  1. Once you are drafting your content, type a forward slash [ / ] to open up the rich content menu.

  2. Select Image from the menu.

  3. Upload your image or select one from your workspace gallery. You'll see the image added to your post! Continue editing your content as needed.

Customizing Your Image

Once your image has been uploaded into your post, you can easily customize it to fit your needs. While all images in Haystack are displayed full-width to ensure they look great on all screen sizes (including mobile!), you have full control over the height.

  • Resizing an Image: Click the horizontal line at the bottom of your image and drag up or down to resize your image as needed.

  • Captioning an Image: Hover over the top of your image and you'll see an options menu appear. Click Add Caption. 

  • Your cursor will refocus to a small text line below your image where you can add your caption.

  • Hyperlinking an Image: Hover over the top of your image and click the link icon. Add your URL in the text box and click the checkmark to save your hyperlink.

  • Deleting an Image: Hover over the top of your image and click the trash can icon to remove it.

Scheduling a Post

Don't you just love a good plan? With Haystack, you can write your posts now and schedule them to publish whenever you want.

How to Schedule a Post

After you’ve created your post and are ready to publish, look for the Publish button. Instead of clicking it, click the little arrow next to it and select Schedule Post. Use the calendar to choose the exact date and time you want your post to go live.

How to View and Edit Your Scheduled Posts

Want to see all your future posts in one place? Click the arrow next to the Create button at the top of your screen, and then select Scheduled. From here, you can click the three little dots next to any post to edit it, reschedule it, publish it now, or even cancel it.

Managing Your Posts

Haystack's drafting tools make it easy to work on your content in pieces. You can save your work at any time and come back to it whenever you're ready.

How to Save a Post Draft

When you're working on a new post, just click the arrow next to the Publish button and select Save Draft. Your work will be saved automatically, and you can close out of the post to revisit it later.

How to Find and Manage Your Drafts

To access your drafts, click the arrow next to the Create button in the top right corner of your page and select Drafts. A modal will pop up with all your saved posts. From here, you can choose to keep editing or delete them.

📌 A quick note: This is for posts and events! Resource pages are a little different. If you want to draft a page, create a private one that only you can see, and then share it with a group when it’s ready.

Advanced Settings & Features

Want to take your post to the next level? When you click Continue after drafting your post, you'll land on a page with all your post settings.

  • Target Audience & Author: Double-check who your post is for and who the author is.

  • Comments & Reactions: Want to spark a conversation? Turn on comments and social reactions.

  • Feature Post: This is your chance to shine! Toggle on Feature Post to add your content to the dashboard carousel. You can choose how long it stays there and even adjust the background to make it look perfect.

  • Forced Broadcast: For urgent news, this will send an instant email and/or mobile push notification to your audience, even if their settings are off.

  • Mark as Must-Read: Add a "Mark As Read" button to make sure people acknowledge they've seen it.

  • Secure Delivery: This adds a watermark and prevents people from copying and pasting text—a great option for sensitive content.

  • Publish Date: Post-date your post if you want it to appear as if it was published at an earlier time.

Adding Content to the Dashboard Carousel

The dashboard posts carousel is the best place to highlight your most important news and announcements. This feature gives you complete control over the branding and timing of your news.

📌 Keep in mind: The carousel only features post content (not events or resource pages). Only workspace admins and post admins can elevate content to the carousel. If you need to check your workspace status, contact us at support@haystackteam.com


Adding a Post to the Carousel During Publishing

This is the easiest way to make your post shine!

  1. When ready to publish, click the cog at the bottom of the post.

  2. Toggle on the Carousel setting.

  3. Choose how long you'd like your post to remain in the carousel by setting an Until date.

  4. Click the Preview Carousel text (or the Until box) to preview your background.

    • If you added a Cover Image to your post, it will display.

    • If you haven't, the background will pull from the main color in your workspace settings.

  5. Use the slider at the bottom of the preview window to adjust the brightness of your carousel background. (We suggest using a simple cover image free of text or visual noise!)

  6. Click Save when you're happy with your settings, and then publish your post!

Adding a Post to the Carousel After Publishing

You can easily feature a post that has already been published:

  1. Find the published post you'd like to feature and click on the three dots (•••) next to the comment button.

  2. Select Settings from the dropdown menu.

  3. Turn on the Feature Post toggle and configure your settings (including the Until date and preview) as needed.

  4. Click Save. Your post will be added to the carousel with the settings you configured.

Manually Removing a Post From the Carousel

To manually remove a post, simply:

  1. Click on the Post from the Carousel or navigate to the Group where the post lives.

  2. Click on the three dots (•••) next to the comment button.

  3. Click on Settings.

  4. Toggle off the button next to Feature Post and click Save.

There you have it! Everything you need to know about creating and managing posts like a pro. *MIC DROP* 🎤

Happy Haystacking! If you have any questions along the way,  contact our support team at: support@haystackteam.com

Keywords: Haystack, posts, intranet, tutorial, how-to, guide, creating content, scheduling, drafting, editing, managing, dashboard, carousel, advanced settings, notifications