Create and manage conversations
Create new Impact conversations or manage existing conversations.
Before you begin
Role required: impact user or impact executive
Create a conversation
Procedure
Navigate to Impact > Activity Center > Conversations.
Select Create New > Conversation.
Note: Conversations may be initiated from all pages in Impact.
Fill in the form with the conversation details, including adding attachments.
| Action | Description |
|---|---|
| Mark as high priority | Displays as a high priority conversation for recipients and watchlist members. High priority conversations display a yellow banner with the name of the user who marked it as such. |
| Create a related task | Create a task for a stakeholder group or individual recipients based on the conversation. The assigned to party will have a task created in the activity center, accordingly. |
| Change conversation owner | Allows the owner of the conversation to be transferred from the originator of the conversation. |
| Change category | Changes the category for the conversation. |
| Edit conversation subject | Changes the subject of the conversation from the available subjects:- Business KPIs - Objectives - General - Initiatives - Platform health - Review & meetings |
| Edit watchlist | Updates the recipients on the conversation watchlist to receive updates. |
| Mark as closed | Closes the conversation. Adjust the filter on the conversations page to view closed records. |
| Comment | Provide a comment in the conversation. |
| Search for related record | You can search for other conversations or other records in Impact that have the same subject. |
| Upload files | Attach files to the conversation. |
| Add/remove from the watchlist | Manage who receives and which conversations are part of the watchlist. |
Select Send.
- The conversation is added to the Conversations view.
- Conversation details are captured in the conversation details.
- The Activity log is updates with the conversation details.
- The recipients and watchlist are notified of the new conversation in their Activity log in Impact.
- Manage conversations
- Select an existing conversation from the Activity Center.
From the Actions menu, choose an action and Save.
Changes to the conversation are displayed.
Parent Topic:Activity Center Conversations