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).
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In the Tasks & topics division of the project, select Topics / Discussions and then click on the + New icon.
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Create a new topic in a meeting using the + symbol.
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Select or open a document and create a new topic for this document via Start conversation.
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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.
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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.
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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).
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In the Tasks & topics division of the project, select Topics / Discussions and then click on the + New icon.
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Create a new topic in a meeting using the + symbol.
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Select or open a document and create a new topic for this document via Start conversation.
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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.
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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.
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Topic, Discussion
Updated on: 09/12/2024