Discuss (Initiate Engagement)

Does leadership want to increase employee engagement? Our Discuss app ignites dialogue and measures engagement among a large number of employees about an important topic.

Read below to learn more about this process and how to progress through the pipeline.


Table of Contents

Getting Started

  • To quickly recap on how to create your Discuss forum, navigate to your apps screen, and select the Discuss app.


  • Once there, select "Set Up a Discuss Forum"
  • Fill out your title, description, audience to complete the wizard.

Site Home Page

  • Once you create your new Discuss forum, you will be brought to your Discuss site home page.
  • Here, you can update the site hero imagechange your submission form, and more!
    • For more suggested edits, refer to our Discuss App - Launch Playbook here.
    • Review this list of user roles that are recommended for the Discuss app here.

Pipeline Steps View

  • After successfully creating your Discuss app, you will see that it comes with preconfigured stages and steps.  
  • To navigate there, select Admin --> Manage Pipeline
    • For a quick recap on the overall Discuss process, refer to this process overview here.
  • The Discuss backend pipeline configuration consists of the following:
    • Note Submission
      • Review
    • Results
      • Archived


Note Submission

  • Review
    • Once a participant submits a note it will be put into the "Note Submission" stage. 
    • This step is preconfigured as a "Review" tool type 
    • The Discussion Moderator will receive an action item and be able to review the "Note" before selecting "Complete Review."
    • This step allows Discussion Moderators to review notes and make any necessary edits to submissions 



  • Archived
    • After notes are reviewed they can be moved into the "Archived" step. 
    • There is no tool type pre-configured to this step
    • Discussion Moderators have the option to configure an additional tool type if they wish to add further evaluations to the Discuss pipeline.


Please comment below with any questions or feedback, Happy Innovating!

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