Ideals

Get an overview of the setup process and Q&A activation for your project

Initial Q&A setup

Available roles in the Q&A workflow and what are their capabilities

Available Q&A roles

How to change workflow settings, assign users to Q&A roles, set the team question limits, and create question categories

Q&A settings

How to create a new question team, assign users to available Q&A roles, and set the question limit for the team

Creating new question teams

How to change the Q&A roles for users and available options; what happens with questions if the user’s access is changed

Changing user's Q&A role

How to limit the number of questions asked by the specific question team; available settings and how it works

Team question limits

How to create and update question categories; how it affects the Q&A workflow depending on settings

Question categories

How to create a new question; who can create and submit questions; how to link files and project documents

Creating a question

How to edit question drafts; who can do it and when

Editing question drafts

How to submit question drafts to the answer side in bulk or one by one

Submitting question drafts

How to assign and reassign questions to the selected experts; auto-assign and manual assign of questions

Assigning questions to experts

How to import questions in bulk on behalf of the question team and who can do it

Importing questions

How to send a follow-up question in the thread; who and when can do it

Follow-up questions

Available answer options depending on the Q&A role

Answering questions

Get an overview of the Import answers feature in Q&A

Importing answers

Learn about the flow of rejecting and approving submitted answers from the point of view of the Answer approver

Approving and rejecting answers

How to add frequently asked questions in the Q&A; who can create and see it

Creating FAQ

How to close the question or change its status back to the discussion

Closing and reopening questions

How to delete drafted questions, submitted question threads and FAQ; who can do it and when

Deleting questions

How to download the Q&A discussions report

Exporting questions

How to edit the rejected answer and who can do it

Editing rejected answer

How to edit a submitted answer and who can do it

Editing submitted answer

Available quick filters based on the Q&A role; search and sorting options

Navigation in Q&A

How to enable or disable Q&A notifications, and what kind of notifications are sent out

Q&A notifications

How to attach documents to questions and answers, and who can access and delete them

Q&A attachments

Secure communication and collaboration between involved parties in the project

© 2008–2025 Ideals

Contact us

Blog

Suggest a feature

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.