Creating a new discussion
To create a new discussion:
1. In the Discussions Overview page, click the New Discussion icon.
Required:
2. Project — select the project to which this discussion will belong.
3. Title — type the name of the discussion.
Not Required, but Useful:
4. Content — type in the content of this discussion
More Options:
5. Click the More Options icon.
6. Status — select the status of the discussion.
7. Publish? — checking this box will allow clients to see this discussion.
NOTE: If this discussion is Published:
- Clients will not see the tasks related to this discussion
- Clients will only see Published milestones and Published files attached to posts/replies
Categories:
8. Click the Categories icon
9. Select the desired categories.
10. Click Create Task.
Discussion Status Workflow
| Status | Purpose / What happens when a milestone has this status? |
|---|---|
| Active | Allowed participants can post/reply to the discussion. |
| Closed | Discussion is closed from further posts/replies. |