You can start a collaboration directly from any item’s Details page. This feature lets you ask questions, report issues, or suggest Changes—whether related to specific items (like tasks, documents, or KPIs) or broader objects (like processes, document sets, or objectives).
This Guide Covers:
- How to Start a Collaboration
- Filling Out the Collaboration Form
- Understanding Collaboration Types
- Creating Change Requests from Comments
- Where Collaboration Topics Appear
How to Start a Collaboration
- Go to the Details page of an object.
- Click the Collaboration icon (
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) on the right-hand side. - The Collaboration panel will open, showing:
- Existing collaboration topics for the object.
- Topics for related child items (shown in the Children dropdown), if applicable.
- Click the Create Topic button at the top right.
) on the right-hand side.
- Fill out the form fields (explained below).
- Click on Create to post your collaboration topic.
Filling Out the Collaboration Form
| Field | Description |
|---|---|
| Topic Type * | Type of collaboration (e.g., Change Request, Discussion, Incident, Question; see below for details). |
| Category | Type of change (only appears if Topic Type is Change Request; see below for details). |
| Subject * | Short, clear title for the topic. |
| Priority | Level of urgency: Minor, Normal, Major, Critical, or Blocker. |
| Impact | Degree to which the topic affects work: Very Low to Very High. |
| Due Date | Deadline for resolving the topic (optional). |
| Value | Expected benefit or consequence: Very Low to Very High. |
| Add Files | Supporting documents or images. |
| Description * | Context or background details; people can be tagged if MS Teams integration is enabled. |
Understanding Collaboration Types & IR Categories
When selecting a Topic Type, choose the option that best matches your goal or intent:
- Change Request: Use this type to suggest changes to an item’s structure, content, or configuration.
- Category Options (only visible when Change Request is selected):
- Association Change: Recommend modifications to item associations or relationships (e.g., change linked processes, documents, or KPIs).
- Description Change: Propose changes to key descriptive fields (e.g., Description, Scope, or Goal) that define the object’s purpose or context.
- Editorial Change: Suggest changes to language, formatting, or clarity (e.g., correcting typos or standardizing wording)—without altering the meaning or any key descriptive fields.
- Process Map Change: Request updates to process diagrams.
- Category Options (only visible when Change Request is selected):
- Discussion: Use this type to start a general conversation, brainstorming session, or exploratory topic.
- Incident: Use this type to report an issue or error related to the item.
- Question: Use this type to ask for clarification, assistance, or additional information.
Creating Change Requests from Comments
You can also create a Change Request directly from a comment thread in an item’s Details page. This allows you to turn discussions into actionable requests while preserving all context (comments and replies) from the original conversation. To learn more about this feature, click here.
Where Collaboration Topics Appear
Once submitted, your collaboration topic will:
- Appear in the item’s Collaboration panel and the main Collaboration module.
- Be visible to other users with access, who can reply and vote.
- Be logged in the system for future reference and audit tracking.
Need more help with this?
Visit the Support Portal