Creating a Post/Poll/Question in Chatter

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:

  1. Choose Post (default) in the Chatter tab and open the text editor.
  2. 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
  3. Remember to tag people you want reactions from with @-command
  4. 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:

  1. Choose Poll as the post type
  2. Write the Questions and Choices
  3. Click Ask to Share the Poll
  4. 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:

  1. Choose Question as the post type
  2. Write your Question
  3. Write a longer description of the question and tag people you want answers from in the Details-field
  4. Click Ask to Share the Question
  5. When you get answers, remember to choose the Best Answer, which will show also to other people viewing the Question later


Was this article helpful?
0 out of 0 found this helpful