If you have identified something that will impact the business and you would like to discuss it with the team, you can create a Discussion item on the Workfacta platform, and it will show up during your scheduled team meetings for the team to discuss and agree upon.
There are three types of Discussion items on the platform: Opportunity, Challenge, or general Discussion.
Where to find Discussion items?
The three types of Discussion items can be found in the main menu on the platform.
How to create Discussion items?
1. From the main menu
Select the type of Discussion item (Opportunities, Challenges, or Discussion) that you'd like to raise and discuss from the main menu;
Click on the blue plus button at the top of the page to create a Discussion item.
Provide some details of the item in the heading and description field. You can change the creator and priority of it.
Click on save and it will be automatically saved and appear in the Discuss and Agree section during the Meeting.
2. From Goals, Actions, Numbers, and Reports
Alternatively, you can create Discussion items for each Goal, Action, Number, and Report when you identify them.
Notice: the DISCUSS button will change color from blue to orange after you click and create a Discussion item from it.
3. From the Global Create Button
The Global Create Button is the blue plus button next to the Workfacta logo on every page of the platform.
You can create all three types of Discussion items here as soon as you identify one.
Tip: You can create Discussion items, Actions, or News during Meetings while you still stay on the Meeting page
Notice: Your team members will be notified when a Discussion item is created.
How to discuss and solve 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.
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