What are Discussion Items?
Your team will use Discussion Items when something that affects your team or business needs attention: a new opportunity, a challenge or a point needing general discussion. These items are automatically raised in Workfacta so they appear in meeting agendas and don’t get lost between sessions.
In Workfacta you’ll find three types:
Opportunity – A new chance to improve or grow in your business.
Challenge – A risk, issue or problem to resolve.
General Discussion – Anything needing team discussion or acknowledgement.
How to Create a Discussion Item?
1. From Main Menu
Go to the left-hand menu and click Discussions or use the global Create + button.
Click the blue + Setup Discussions button.
Enter the details:
Heading: What’s the topic?
Description: Why does it matter?
Team: Which team needs to discuss it?
Type: Choose Opportunity, Challenge or General Discussion.
Priority: How urgent is this?
Click Save.
2. From Goals, Numbers, Actions & Reports
Alternatively, you can create Discussion items for each Goal, Action, Number, and Report when you identify them. Navigate to Updates and click the discussion icon. If not visible, open the Goal, Number, Action or Report by clicking on it and select the Create Discussion icon at the top right of the screen.
Your item will now show up in the next meeting agenda and stay visible until your team resolves it.
How to resolve Discussion Items?
Discussion items will be presented during the Meetings in the Discuss and Agree part of the agenda. You and your team will review the Discussion items, and discuss and solve them together.
Why This Matters?
By using Discussion Items you're ensuring that key topics don’t get forgotten, slip through the cracks or get forgotten until too late. Everything important is flagged, assigned appropriate time in your meeting agenda and tracked until resolution.
See also: