Project administrators can set up the Q&A section according to their project requirements and activate it for other participants with a corresponding access level.
To get started, go to the Q&A tab of your project and click Set up Q&A section.
The setup process takes a few steps, depending on the selected Q&A roles and settings.
Set up Q&A workflow
First of all, select the Q&A workflow.
You have an option to select between Basic and Advanced workflows. Basic workflow only includes two Q&A roles: Question submitter and Answer coordinator. Advanced workflow also includes other (optional) roles, such as: Question drafter, Expert, and Answer approver.
You can can get a preview what your Q&A workflow would look like based on the selected roles.
💡 Learn more about available Q&A roles.
Once you have selected the workflow and the roles, click Next in the bottom-left corner to assign Q&A participants.
Assign users to the Q&A workflow
At this step, select which users will participate in Q&A and their respective roles.
On the question side, Question drafters and Question submitters are grouped into question teams. To create teams and add users:
Click + New question team.
Enter the team name.
Click +Add button next to role name to assign participants to a role.
Question submitter is a mandatory role for every question team.
💡 A user can belong to one question team at a time.
Depending on the selected Q&A roles and settings in the previous step, you may have more roles to assign participants to. Click +Add next to each role name to assign participants.
💡 Each user can be assigned to one Q&A role at a time. The default Answer coordinator is the project administrator who is setting up the Q&A section. You can add other coordinators if needed.
Create categories
If you have an Expert role enabled with Auto-assign setting, you can set up categories and assign them to respective users directly from the Users tab in the Q&A setup.
If the auto-assign setting wasn't enabled on the first setup step, you would be able to create question categories from the Category list in the main thread view.
Learn more about question categories.
Adjust preferences
The last step of the Q&A setup is to adjust your preferences. In this tab, you can manage Q&A notifications, teams’ privacy settings, how the questions are organized and set up question limits.
Activate Q&A
Once you finish setup, click Activate in the bottom-left corner. Upon activation, the Q&A section will become visible to the selected Q&A participants.
Project administrators with the Q&A role assigned can edit Q&A settings after activation at any time.