Create and Manage Talking Points

A talking point is the instruction or information that can be added to a huddle. Any huddle user will be able to create a talking point, but only a Huddle Admin will be able to create a Global Talking point, or a talking point available to all huddle users.

Create a New Talking Point
  1. Select Field Tools > Huddle Talking Points.
  2. Choose the Work Type and Phase that your new talking point will be assigned to, then select New Talking Point.
    • Work Type: The type of work to be discussed in the talking point.
    • Phase: The specific topic of the talking point.
  3. Fill in the fields on the Edit Talking Points window.
    1. Select the appropriate Phase for the talking point. (This is required.)
    2. Name the talking point in the Talking Point Title field. (This is required.)
    3. If your talking point needs to be defined further, you can enter a Related Task.
    4. The Talking Point Body field is where you can enter most the main talking point data. If your talking point content is already included in a PDF, attach it in the Drop a file or Click to upload field. The PDF will be visible under the body text when running a huddle.
    5. If you are a Huddle Admin and you want to make this talking point available to all huddle users, select the Available to All Foremen checkbox.
      Note: You do not need to make a talking point global for a talking point to be available in a Global Huddle.
    6. When you have finished entering the relevant information, select Save.
Modify an Existing Talking Point
  1. To sort through existing talking points, use the Work Type and Phase filters.
    You can also search for a specific talking point using the Search field.
  2. Select a talking point to edit. Make all changes in the Edit Talking Points window, then select Save.
Delete a Talking Point
  1. To delete a talking point, select delete on the far right of the talking point in the grid.