There are five options to customise when setting up Numbers on Workfacta:
"Auto-Create Discussion"
This article will explain the option "Auto-Create Discussion".
Note: The Auto-Create/ Triggered discussions feature is available in Business, Enterprise and Enterprise Plus plants. Click to upgrade your plan.
Purpose of Auto-create Discussions
Auto-discussions help you keep Numbers consistent and visible. You can trigger them when a Number falls behind target or schedule them to recur weekly.
Auto-create discussions flow automatically into management meetings for resolution and action.
How to Setup Auto-create Discussions
When creating a number, tick 'Auto-create Discussion'.
Next, choose from the drop-down menu when you want the auto-discussion to be triggered: 1. When not on-target or 2. Every Week.
When not on-target
A user may set an auto-discussion to trigger only when a Number is off-track to ensure the team focuses attention where performance is slipping. They can also choose how many consecutive off-track updates are required (1, 2, 3+ times) before a discussion is created, which prevents unnecessary noise from short-term fluctuations while still flagging persistent issues that need action, escalation or decisions.
Every Week
A user may choose to auto-create a weekly discussion when a topic requires ongoing review, not just when a KPI changes. This ensures the team checks in regularly, maintains focus and tracks progress over time - even if the metric is currently on track. It keeps important initiatives visible and prevents momentum from slipping.
