Create & edit topics / conversations
The following article describes how to create, edit and convert a topic / discussion / conversation.
To learn what the benefits of topics / conversations are and what they can be used for, you can read the following article: The types explained
Directly to the following sections:
Create topic / conversation
Edit topics
Opening a topic / conversation
A topic / discussion can be opened in various ways.
Via the + New symbol in the menu bar (click on Topic / Discussion, then select the project).
In the Tasks & topics division of the project, select Topics / Discussions and then click on the + New icon.
Create a new topic in a meeting using the + symbol.
Select or open a document and create a new topic for this document via Start conversation.
add additional content
Enter title
Select categories
Enter description / basis for discussion
Link documents, add attachments, create plan sections
Define person responsible (optional)
Select meeting
Then click on Save.
Write comments
Comments can be written in the topics, but please note that if you want to address people, they are not automatically selected, as a topic has no participants. The comments are primarily intended to document a discussion.
Convert topic / conversation
Once the topic has been discussed and is now to be used as a task, information or decision, it can be converted.
To do this, click on Change type and select the type into which the topic is to be converted.
Topic, Discussion
To learn what the benefits of topics / conversations are and what they can be used for, you can read the following article: The types explained
Directly to the following sections:
Create topic / conversation
Edit topics
Create topic / conversation
Opening a topic / conversation
A topic / discussion can be opened in various ways.
Via the + New symbol in the menu bar (click on Topic / Discussion, then select the project).
In the Tasks & topics division of the project, select Topics / Discussions and then click on the + New icon.
Create a new topic in a meeting using the + symbol.
Select or open a document and create a new topic for this document via Start conversation.
add additional content
Enter title
Select categories
Enter description / basis for discussion
Link documents, add attachments, create plan sections
Define person responsible (optional)
Select meeting
Then click on Save.
Edit topics
Write comments
Comments can be written in the topics, but please note that if you want to address people, they are not automatically selected, as a topic has no participants. The comments are primarily intended to document a discussion.
Convert topic / conversation
Once the topic has been discussed and is now to be used as a task, information or decision, it can be converted.
To do this, click on Change type and select the type into which the topic is to be converted.
Topic, Discussion
Updated on: 15/11/2024