Create a Topic by clicking the red “+” button on the top right of the main panel, or from the global creation menu, the bigger red “+” button at the very top right of the screen.
Type in the Title, pick an owner and pick a team Meeting to assign to.
Add notes below. You can use all of the formatting tools, file uploading, and chat.
Click the red “Create” button in the bottom right corner.
To Combine two topics into one, click on the three dots and then “Combine topics”. Select the Topic from the dropdown or start typing and choose a Topic. Click the red “Combine” button.
Everything is pre-populated, but you can edit every field. The two topics chosen for combination will have a combined Title and Notes. Click Save to finish the process.
Your original Topic(pre combining) can be found in the Archives below.
To Archive the Topic, click the 3 dots on the right and choose “Archive”.
Click the “Folder” button to create an Action Item based on your Topic. You only need to populate the Title field and edit the other fields if you wish. Everything else is automatically prepared for the Action Item to be created: the person responsible, the team Meeting it relates to, the Due Date, and the notes. Click “Create” to finish off Action Item creation.
If you want to pull a Topic up into the “Priority” list, click the “Red upward arrow” button. To bring it back down, click the “White downward arrow” button.
To mark a Topic as discussed, click on the blue “checkmark” button.
You can always restore your topics by expanding the “Discussed and archived” folder below, and clicking on the “Restore” button on the right.
