How to Start a Discussion

Get people involved in conversations about tasks.

In Queue

Using a Discussion in Queue is an excellent way to involve people in a conversation about a task. It can be helpful to ask questions to someone (requester, manager, vendor, etc). To do this, follow these steps:

  1. Within the appropriate work order, click the Create a new discussion link in the right hand window.

createnewdiscussion

  1. Refresh the screen or exit/re-enter the work order and you will see the discussion window.

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  1. NOTE: No one is currently in the discussion but you. Next, you will want to Add Someone to the Discussion.

Unrelated Discussion

You may want to start a discussion not related to a specific queue task, approval, or team. You have this capability, too.

  1. Select Home from the menu beneath your avatar.

HeaderMenu-Home

  1. Click Create Discussion.

Home-CreateDisc

  1. Fill in the form presented. Note the emails provided do not have to be system users.

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