Discussion items help you capture topics that may impact the business and require team decisions or collaboration. They ensure nothing is forgotten, delayed, or missed between meetings.
Use a discussion item when:
Something needs a decision
A risk or issue has surfaced
An idea or opportunity needs feedback
A team needs alignment on next steps
In Workfacta, there are three types of discussion items:
Opportunity, Challenge, or General Discussion.
Step 1 - Open 'Discussions'
Click the 'Discussions' on the left hand menu.
Select the blue '+Setup Discussions' button.
Step 2 - Add Discussion Details
Heading: What is the topic?
Description: Why does it matter?
Team: What team needs to discuss it?
Type: Opportunity, Challenge or general Discussion?
Priority: How urgent is it?
Step 3 - Save & Resolve
Click save.
Well done! Your discussion item will automatically appear in the next meeting agenda until your team resolves it - ensuring accountability, outcome and follow-through.
See also: