Communicating with Your Team: Raising Issues and Company Chat

Updated on Nov 17, 2022

When creating a plan, you can communicate to your team any questions you may need addressed to proceed. You can do that in the Company Chat TAB of the Plan Item Record Page.

Checklist Items

When completing a plan you might find it helpful to create a checklist of tasks that will enable you to complete the item.

At the top right of the page you will see the number of checklist items you have and how many are incomplete.

You can find your checklist items for this Plan under the 'Related Checklist Items' TAB.

Then if you need to edit your Checklist Item or mark it as complete click on the down arrow next to the item and select 'Edit'.

Then tick the Complete box to mark as complete and click SAVE.

New Checklist Item

To create a new checklist item click the 'New Checklist' button at the top right of the Related Checklist items grid.

Then provide the Checklist Name, Description, Due date and Assign Owner if needed (the default owner will be you).

For checklist items we recommend that they be items that can be completed with 24-48hrs.

Once details have been provided select 'Next'.

The checklist item will have now been created and can be found in your Related Checklist Items TAB.

New Issue

If these discussions result in delays or other problems that impede your ability to finalise the plan, you can raise an issue and assign this to your manager or leader.

Within the Plan record you will see a 'Related Issues' TAB, where all the issues relating to this record can be found.

To create an Issue click on 'New Issue' at the top right of the grid in the Related Issues TAB.

This pop-up will appear where you can provide as much detail as possible on the issue, assign it to your manager or co-worker (or yourself if you are still unsure who can help you to resolve it), provide recommendations and then click NEXT.