# Create a Post

This article walks you through how to create, format, and share Posts in your intranet—covering everything from composing and mentioning users to adding files, polls, apps, and publishing or managing your content confidently within channels.

**Availability:** Creating Posts is available to **all packages**.

## What is a Post and when should you use one?

In your intranet, **“Post” is an umbrella term** that covers two formats you can publish: **Channel** **Posts** (short-form updates that appear in a Channel feed) and **Articles** (long-form, rich pages for deeper reads). Think of Posts as the overall concept; the format you choose depends on your goal.

- **Channel Posts** are quick, shareable updates in channels. They support text, images & video (from your computer or via Google Drive, SharePoint, or OneDrive), GIFs, files, and select apps. Use them for timely updates, shout-outs, launch check-ins, or short briefs that benefit from feed visibility and notifications.
- **Articles** are better for long-form content, such as news, blogs, or policy updates—where you want a structured, rich reading experience. (You can absolutely add files, select apps, and link articles inside a channel post to drive awareness.)

## Before you start

- **Post creation permission:** Admins, channel owners, and editors can create channel posts.
- **Post editing permission:** Only channel authors, owners, and editors can edit a channel’s posts. Admins must be channel editors before they can edit a channel post.
- **Visibility:** Posts live in channels. Who sees your post depends on channel membership and its [privacy settings](http://help.happeo.com/hc/en-us/articles/7945294988689-Manage-Channel-Permissions-and-Discovery).
- **On behalf & announcements:** You can post [**on behalf of someone**](https://help.happeo.com/hc/en-us/articles/7917693400081-Post-on-Behalf-of-Someone) and you can mark a post as an [**Announcement**](https://help.happeo.com/hc/en-us/articles/7918800950545-Create-an-Announcement-Post) for extra prominence.
- **Drafts & review:** You can **save as draft** or [**move to review**](https://help.happeo.com/hc/en-us/articles/7925431386769-Move-a-Post-to-Review) to keep quality high before going live.

## Create your Post

### 1. Navigate to a channel and open the post field

Navigate to a channel → Click the **New Post** field at the top of a channel feed → Start typing. As soon as you begin, the full rich-text toolbar appears.

### 2. Write and format clearly

You can organize and style text with:

- **Headers**
- Bold, Italic, Underline, Strikethrough
- Text **color** and **highlight**
- **Bulleted** and **numbered lists**
- **Tables**
- **Links** (turn any text into a hyperlink)
- **Inline code** and **horizontal lines**
- **Emojis**
- **Images and videos**
- **Clear formatting** (reset styling when needed)

💡 **Tip:** Keep one idea per paragraph and use headers to make scanning easier.

### 3. Mention people to notify and add context

Use **@User’s name**, **@Editors**, or **@Channel** to notify the right audience, attribute contributions, or request input. Mentions improve accountability and reduce back-and-forth.

### 4. Add attachments (files, media, and integrations)

- Click **Add file…** and choose:  - **Upload from your computer**.
  - **Integrations**: **Google Drive**, **Microsoft SharePoint**, or **OneDrive**.
- When you share the post, the system **checks Google/Microsoft file permissions** and prompts you if access needs to be adjusted for channel members—so the right people can open the content immediately.
- **File size limits for uploads to posts**.  - **Images:** up to **10 MB**.
  - **Files:** up to **32 MB**.
- Need to share something larger? Add it from **Drive/SharePoint/OneDrive** instead:  - Click **Add file…**
  - Choose **Integrations**.
  - Search and select the file.

### 5. Use smart links (Link Chips)

When you paste URLs from your **intranet**, **Google Drive**, **SharePoint**, or **OneDrive**, they **automatically convert into Link Chips**—clean, recognizable cards that improve clarity and click-throughs.

🔎 Read more about Link Chips in our [dedicated article](https://help.happeo.com/hc/en-us/articles/29638031802769-Link-Chips).

### 6. (Optional): Add a contact email that opens Gmail

If you want a clickable “email us” link that **opens a Gmail compose window** (instead of relying on the browser’s default mail client), use the following (replace the sample email and text):

- https://mail.google.com/mail/u/0/fs=1&tf=cm&source=mailto&to=firstname.lastname@yourorg.com

### 7. (Optional) Add quick feedback with a Poll

Need a fast read on sentiment or priorities? Insert a **Poll** to gather input right in the channel feed—perfect for gauging interest, aligning on options, or making lightweight decisions without leaving the conversation.

🔎 Learn how: [**Create a Poll**](https://help.happeo.com/hc/en-us/articles/25988929020561-Create-a-Poll).

### 8. (Optional) Embed apps for richer interactions

Click **Apps** to attach or embed (availability depends on the channel apps installed and enabled in the [Admin Settings](https://app.happeo.com/admin-v2/apps/marketplace) → [App Marketplace](https://help.happeo.com/hc/en-us/articles/8047282208785-App-Marketplace)):

- **YouTube** (live and non-live)
- **Google Forms**.
- **Typeform**.

💡 For **YouTube**, to play inside your intranet, ensure the video has **Allow embedding** enabled in the YouTube video’s settings. To do so:

1. Sign in to [YouTube Studio](http://studio.youtube.com/).
2. From the left menu, select **Content**.
3. Next to the video you’d like to manage, select **Details**.
4. From the bottom, click **Show more**.
5. Check the box next to “ _Allow embedding_” and **Save**.

💡 For **Typeform**, paste the Typeform URL and choose:

- **Attachment** (opens on click), or
- **Embedded view** (renders inside the Post)

### 9. Share confidently

- Decide whether to **post as yourself** or **on behalf of** someone.
- Consider marking it as an **Announcement** for time-sensitive updates.
- If you’re not ready, **Save as draft** or [**Move to review**](https://help.happeo.com/hc/en-us/articles/7925431386769-Move-a-Post-to-Review) to collect feedback.
- Publish when it’s ready—your post appears instantly in the channel feed.

## Manage or delete a Post

- **Find the post** in the channel feed.
- Click the **⋯** (three dots) in the upper-right corner of the post.
- Choose **Delete post** and confirm **OK**.

**🗒️ Note:** Deletion is **permanent** and **cannot be undone**. If the post contains important context or links, consider updating it or unpublishing first, rather than deleting outright.

## FAQ

### Basics & behavior

#### If I edit an older post, does it jump to the top of the channel feed?

No. **Editing does not change the original publish date**, so the post stays in place and won’t move to the top.

#### Can I convert a channel post into an article (or vice versa)?

There’s no one-click convert. **Copy the content** and create a new item in the desired format, then link between them if needed.

### Files, attachments & access

#### What happens to attachments in posts?

When you attach a file, **the source file stays in its original system** (Google Drive, SharePoint, or OneDrive). The attachment in your intranet is a reference, so the document itself **is not re-uploaded to your intranet** and won’t be deleted by removing the post.

#### Where do files get stored when I add them to a post in a channel with an attached folder?

If the channel has a **linked Google Drive/SharePoint/OneDrive folder**, files added to posts in that channel are **uploaded/moved to the channel’s attached folder**—unless you explicitly choose to **ignore file moving** during attach. If you ignore moving, the file **stays in your own Drive** and won’t inherit the channel’s sharing.

#### What if the channel has no attached folder?

If the channel has no attached folder, files you add are **stored in your personal Drive**, so they may **not be visible** to others (depending on channel sharing and the file’s own permissions).

### Troubleshooting

#### Email links & notifications

#### Clicking a mailto: link opens my inbox instead of a new draft. Why?

mailto: links rely on your browser’s default handler. In Chrome, set Gmail as the handler so mailto: opens a compose window.

**Fix in Chrome:**

1. Go to **Settings** → **Privacy and security** → **Site settings** → **Additional permissions** → **Protocol handlers**.
2. Set **“Sites can ask to handle protocols.”**
3. Remove any existing handler for **mail.google.com** under “Not allowed” or “Default behavior.”
4. Open **Gmail** in a new tab. Click the **double-diamond icon** in the address bar → choose **Allow** for “mail.google.com to open all email links.”
5. Try a mailto: link again.

Still inconsistent across devices/browsers? – Use the Gmail compose link in your post instead of mailto: for consistent behavior:

- https://mail.google.com/mail/u/0/fs=1&tf=cm&source=mailto&to=firstname.lastname@yourorg.com

#### Mentions (@Channel/@Editors/@User) didn’t notify someone.

Delivery depends on **channel access** and **user notification settings**. Confirm the user is a member of the channel and has notifications enabled; re-mention if needed.
