Morningmate projects support five different post types, each designed for a specific kind of collaboration. Choosing the right post type helps keep your project organized, clear, and easy to follow.
This guide explains when to use each post type and what you can do with them.
Where to create posts
Inside any project, use the post toolbar at the top of the project feed to create a new post. From there, you can choose between:
Article
Task
Event
To-do
Poll
1. Creating an Article post
Use Article posts to share updates, announcements, and information with your project participants. You can include formatted text, links, images, files, hashtags, locations, and @mentions.
1) Create an Article post
1. Locate the post toolbar inside the project room, select Article.
2. Add a title and write your content in the editor (you must enter text before you can publish).
3. Or, create with AI (Article templates)
Click the AI icon in the editor.
Select one of the available templates (such as Business Plan, Meeting Notes, Project Requirements, or Weekly Report), or choose Request Template to AI to describe what you need in your own words.
Inside the article post you can:
Format your text size, color, or style and use formatting options like bold, italic, underline, and strikethrough.
Add link previews
Paste a URL and Morningmate will automatically generate a link preview.
Add files and images
Click the paperclip icon to add attachments (images/files).
Mention teammates
Type @ + a teammate’s name to mention them.
Use @ALL to mention everyone in the project.
Add hashtags
Type # + a word, then press space to create a hashtag.
Save draft for later
4. Click Post to Publish on the Feed
'Article' post is recommended for:
1️⃣ Announcements
Company updates, policy changes, launch notes, holiday notices.
2️⃣ Guidelines & Manuals
Onboarding guides, process documentation, how-to instructions, SOPs.
3️⃣ Knowledge Sharing
Best practices, meeting summaries, training materials, reference information.
4️⃣ One-way Communication
When you want people to read something, but not necessarily assign work or track progress.
2) Using Task posts in Morningmate
Task posts are the core of work management in Morningmate. Use them to assign work, track progress, and manage deadlines within a project.
This guide explains how to create a Task post, what you can do with it, and how to customize it to fit your workflow.
What is a Task post?
A Task is a post type used when work needs:
a clear owner
a status
and (optionally) a deadline or priority
Tasks live inside your project feed and can also be viewed in Task Table, Gantt, and Calendar views.
1) Create a Task post
1. In the post toolbar, select Task.
3. Add a description if needed.
4. Subtasks and nested subtasks
Task posts support subtasks, allowing you to break down work into smaller, manageable steps.
Each subtask behaves like a task:
It has its own status and progress
It can be assigned to different teammates
Updates remain linked to the main task for full context
You can also go further and create subtasks within subtasks, allowing for multiple levels of nested tasks. This is useful for complex work that needs to be structured step by step.
5. Assign and schedule the task
Assign responsibilities – choose one or more teammates responsible for the task
Set start and due dates – define when work begins and when it’s expected to finish
Assign priority level and add progress – visually track how far along the task is
These settings help keep responsibilities and timelines clear for everyone involved.
6. Customize task statuses
Morningmate allows you to customize up to 10 task statuses per project to match your workflow.
Statuses can be edited or reordered depending on your project needs. Just click on the status button of the task, go the the bottom and click on 'Edit status'.
Note: All activity stays connected to the task, keeping communication in context.
8. View and manage tasks across the project
Tasks created as posts can be managed in multiple views:
Project Feed – see tasks alongside other posts
Task Table – manage tasks in a structured table with filters
Gantt Chart – visualize timelines based on start and due dates
Calendar – view scheduled tasks by date
Note: Updates made in one view are reflected everywhere.
When to use a Task post
Use a Task when:
work needs to be assigned
progress needs to be tracked
deadlines matter
accountability is required
For simple checklists, consider using a To-do post instead.
3) Using Event posts in Morningmate
Event posts are used to schedule meetings, milestones, and time-based activities inside a project. They help teams stay aligned on when something is happening and who’s involved.
This guide explains how to create an Event post and how to use its main features.
What is an Event post?
An Event is a post type designed for anything that happens at a specific date and time, such as meetings, reviews, deadlines, or project milestones.
Event posts can be viewed in:
the Project Feed
the Calendar view
and individual users’ calendars (if synced)
1) Create an Event post
1. In the post toolbar, select Event.
2. Add an optional description with more details.
3. Set the date and time of the event.
4. Add participants
5. Add a physical location, automatically linked with Google Maps
6. Video meeting link – add a Zoom, Google Meet, or Microsoft Teams link
7. Set a reminder
2) RSVPs and Comments
Once an event is posted, there will be options to:
Copy the video conference link
RSVPs so participants can respond (Yes / No / Maybe)
Use the comment section for meeting notes.
3) View Events across your project
Once created, Event posts can be viewed in multiple places:
Project Feed – alongside other posts
Calendar view – see all project events by date
Note: Any updates made to the event are reflected across all views.
When to use an Event post
Use an Event when you need to:
schedule a meeting or call
mark a milestone or deadline
coordinate availability
ensure reminders and attendance tracking
For work that needs assignment and progress tracking, use a Task post instead.
4. Using To-do posts in Morningmate
To-do posts are designed for simple checklists and lightweight task tracking. They’re ideal when you need to organize small items without the full structure of a Task post.
This guide explains how to create a To-do post and when to use it.
What is a To-do post?
A To-do is a checklist-style post that helps you manage:
daily or weekly tasks
preparation lists
small internal items
To-do posts are simpler than Tasks and are best used when you don’t need detailed progress tracking or complex workflows.
1) Create a To-do post
1. In the post toolbar, select To-do.
2. Start adding checklist items.
* Each item can be checked off as it’s completed, giving quick visual progress.
When to use a To-do post
Use a To-do when you need:
a simple checklist
quick task organization
lightweight tracking without statuses or progress bars
For work that requires owners, statuses, priorities, or long-term tracking, use a Task post instead.
5. Using Poll posts in Morningmate
Poll posts are used to collect feedback, make decisions, and vote on options directly inside a project. They help teams move forward quickly without long message threads.
This guide explains how to create a Poll post and how to use its main features.
What is a Poll post?
A Poll is a post type that allows project participants to vote on options or select dates. Polls can be used for both simple questions and time-based decisions.
Poll posts are ideal when you want:
quick team input
transparent decision-making
structured voting instead of open discussion
1) Create a Poll post
1. In the post toolbar, select Poll.
2. Enter a poll question.
3. Choose the poll type:
Text poll (custom answer options), or
Date poll (participants select preferred dates).
4. Configure poll settings
When creating or editing a poll, you can customize how voting works:
Single or multiple answers – allow participants to select one or more options
Anonymous voting – hide voter names
Poll closing time – automatically close voting at a set date and time
These options help tailor the poll to your decision-making needs.
2) Vote and view results
Once the poll is live:
Project participants can submit their votes
Results update in real time
You can see how many votes each option receives
If anonymous voting is enabled, individual voters will not be visible.
When to use a Poll post
Use a Poll when you need to:
choose between options
decide on dates or availability
gather team opinions quickly
make decisions visible to everyone
For open discussion without voting, consider using an Article post instead.