How to create a mandatory to read item?

1. Overview

The Mandatory Read feature ensures that employees explicitly confirm they have read important information such as policies, safety instructions, or key announcements.

While the Mandatory Read web part is responsible for displaying mandatory items on a page, the items themselves are created and managed centrally in the Admin Panel. From there, you can:

Add new mandatory items
Configure title, description and link
Set scheduling (start and end dates)
Optionally link items to News so they appear automatically in the user’s mandatory list upon publishing

This article explains how to create a new mandatory to read item and configure its main settings.

2. What you'll learn

How to open the Admin Panel and locate the Mandatory Read settings
How to create a new mandatory to read item
How to set title, description, link and scheduling
How to link a mandatory item to a news article (optional)

2. Watch interactive tutorial

Watch the interactive demo below to follow each step by step.

3. Step-by-step instructions

Step 1 — Open the Admin Panel

Go to your intranet and open the Admin Panel.

Step 2 — Navigate to Mandatory Read

In the left navigation, select Mandatory Read and then click Manage.
This opens the overview of all existing mandatory items.

Step 3 — Add a new mandatory item

Click Add (or New item) to create a new mandatory to read entry.

Step 4 — Choose the source type

Depending on your setup, select how the mandatory item is defined, for example:

Linked to a News item (preferred for announcements)
Page or document
Custom link to an external resource

Step 5 — Enter title and description

Fill in the main fields:

Title – What users will see in the list (e.g. “New HR Policy 2025”)
Description – Short context or instructions for the user

Step 6 — Configure the link

Add or confirm the URL of the news article, page or document that users must read.
If you selected a news item, this may be filled automatically.

Step 7 — Set scheduling (optional)

Define when the item should appear as mandatory:

Start date – When the item becomes mandatory
End date – When it should no longer be shown as mandatory

This allows you to manage campaigns or time-bound policies.

Step 8 — Define audience (if available)

If your configuration supports it, you can limit the mandatory item to a specific audience (e.g. only a certain region or department).

Step 9 — Save your mandatory item

Click Save (or Create) to store the new mandatory to read item.

From this point on, users in the defined audience will see the item in any Mandatory Read web part that is added to their relevant pages.

4. How this works with the web part

Make sure the Involv Mandatory to Read web part is added to the relevant pages (e.g. homepage, user dashboard) so users can see and confirm the mandatory items.

If you haven’t configured the web part yet, see the article:
“How to add & configure a Mandatory to Read web part?” (same topic group in your knowledgebase).