Create and manage conversations

task australia Updated Sep 10, 2026 1 min read create-manage-conversations.md
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Create new Impact conversations or manage existing conversations.

Before you begin

Role required: impact user or impact executive

Create a conversation

Procedure

  1. Navigate to Impact > Activity Center > Conversations.

  2. Select Create New > Conversation.

    Note: Conversations may be initiated from all pages in Impact.

  3. Fill in the form with the conversation details, including adding attachments.

Action

Description

Mark as high priority

Displays as a high priority conversation for recipients and watchlist members. High priority conversations display a yellow banner with the name of the user who marked it as such.

Create a related task

Create a task for a stakeholder group or individual recipients based on the conversation. The assigned to party will have a task created in the activity center, accordingly.

Change conversation owner

Allows the owner of the conversation to be transferred from the originator of the conversation.

Change category

Changes the category for the conversation.

Edit conversation subject

Changes the subject of the conversation from the available subjects:- Business KPIs

  • Objectives
  • General
  • Initiatives
  • Platform health
  • Review & meetings

Edit watchlist

Updates the recipients on the conversation watchlist to receive updates.

Mark as closed

Closes the conversation. Adjust the filter on the conversations page to view closed records.

Comment

Provide a comment in the conversation.

Search for related record

You can search for other conversations or other records in Impact that have the same subject.

Upload files

Attach files to the conversation.

Add/remove from the watchlist

Manage who receives and which conversations are part of the watchlist.

4. Select **Send**.
-   The conversation is added to the Conversations view.
-   Conversation details are captured in the conversation details.
-   The Activity log is updates with the conversation details.
-   The recipients and watchlist are notified of the new conversation in their Activity log in Impact.
  1. Manage conversations

  2. Select an existing conversation from the Activity Center.

  3. From the Actions menu, choose an action and Save.

    Changes to the conversation are displayed.

Parent Topic:Activity Center Conversations

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