Creating a Post
To share an update or spark discussion, you can use the Post functionality in the Chatter. Remember to go to a Decision or Plan Record’s Chatter when the post is related to the Item rather than general discussion:
- Choose Post (default) in the Chatter tab and open the text editor.
- Write your message, be concise! You can add basic formatting, images, emojis, links and attachments. Link to a Record with / followed with the Record name
- Remember to tag people you want reactions from with @-command
- Press Share to send the post and notify the tagged people
Creating a Poll
Polls can also be created in any Record that has a Chatter, or generally. To Poll something:
- Choose Poll as the post type
- Write the Questions and Choices
- Click Ask to Share the Poll
- Tag people in the comment-field to notify them of the Poll!
Creating a Question
Questions allow you to ask anything and choose the best answer from the bunch. You can also ask questions in the Chatter feeds of Plans and Decisions. To ask a Question:
- Choose Question as the post type
- Write your Question
- Write a longer description of the question and tag people you want answers from in the Details-field
- Click Ask to Share the Question
- When you get answers, remember to choose the Best Answer, which will show also to other people viewing the Question later
