In Dialog, you can create new information such as stakeholders, issues, contact moments, etc. in various ways. In Dialog, we also refer to these as items. In this article, we discuss the most common ways to create new items.
Watch the demo below for the different methods or continue reading the article below.
Quickly creating new items
On the left-hand side of the screen, you will find the menu with the Create new item button, which allows you to quickly create various new items. Clicking this button opens a screen where you can specify which type of item you want to create, such as a stakeholder. In the screen that appears, you can enter the item’s details and then click ‘Add’. The item has now been created.
Tip: You can also import existing data using the + Create new item button.
Overview pages
On each of the overview pages, you will find a blue button in the top right of the screen to create a new item of that type. For example, you can create a new issue on the issue overview page. Clicking this button opens a screen where you can enter the item’s details and then click ‘Add’. The item has now been created.
Via the links
Dialog’s strength lies in the links between all the different types of items. On the detail page of each item, you will find a section containing the links. Here too, you can use the button to create a new item and link it directly.