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Step 4 - Create Actions and resolve Discussions
Create a Discussion item
Create a Discussion item

Communicate with your Team to reach a decision

Workfacta Support Team avatar
Written by Workfacta Support Team
Updated over a week ago

In this article, you will learn to create Discussion items.

What should you discuss?

You have identified something that will impact the business and you would like to discuss it with the team to find a resolution. In Workfacta, you can create three types of Discussion: Opportunity, Challenges or a general Discussion.
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Watch this short video or follow the steps below.

To create a Discussion item,

  • On the main menu, select what you would like to create - an Opportunity, Challenge or Discussion: We’re going to raise a discussion item for the team.

    Create new Opportunities, Challenges, or Discussions in Workfacta

  • Then click on the blue plus icon near the page header.

Click on the blue plus to create a new Opportunity

  • For each of the different types, you will need to provide the same information.

  • Supply a brief heading, a description of what you’d like to discuss, and then set the priority. You might also wish to set the category.

    Create heading and description for the new Opportunity

  • And then save it.

Congratulations! You’ve started using Workfacta to explore possibilities with your team.😄

See also:

Resolving a Discussion item

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