Create and Schedule a Global Huddle

Global Huddles allow Huddle Admins to pre-create a huddle with talking points for their users. From the Huddle Dashboard, users can view, schedule, and run the Global Huddle.

Note: The content included in a huddle is in the huddle's talking points. For information on how to create a talking point, see Create and Manage Talking Points.
  1. Select Field Tools > Huddle Dashboard.
  2. Select Manage Global Huddles, and then New Global Huddle.
    If you have not yet created your Huddle Types, see Huddle Admin Actions to configure.
  3. Enter the Huddle Title. This will be the name of the huddle on the Huddle Dashboard for your users.
  4. Enter the Relevant Date From and Relevant Date To to set dates for the huddle. The huddle will be scheduled once it is the Relevant From date.
    Note: The huddle will remain in the Daily Huddle Dashboard until the Relevant To date unless you have extended the visibility time with portal setting Days after Relevant To to keep global huddles visible to foreman in the pending grid.

    Your System Admin can find this setting in Admin > Portal Settings > Daily Huddle > General Configuration.

  5. To search for talking points you have previously created, select Add Talking Point.
  6. When you are finished setting up your global huddle, select the Published? checkbox.
    This will post your huddle in the These huddles need to be scheduled! section, just above the Completed and Upcoming Huddles grid. If it is not yet the Relevant Date From, your huddle will not display until on or after this date.