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How to create decisions In Fingertip

Last Updated: May 22, 2017 04:48PM EEST
This guide is for organizations running Lightning Experience. If you are using Classic, please refer to this guide instead.

In Fingertip making good decisions is how you improve your organizations efficiency. A decision can be anything between an idea, statement, question, challenge or a solution. 

Create decisions to share them with your colleagues and collaborate to find a good solution. Creating decisions in Fingertip ensures that everything is documented and manageable.

Always create a decision if...
  • ...there is three or more people involved 
  • ...you need to decide it in three or more days
  • ​...there is three or more tasks needed to be done

At first it's recommended to watch this tutorial video about making decisions:



Decision can be created from many places in Fingertip. Usually you make them from the Decisions tab which can be found from the top of the page.



Currently there are four different views available for use in Decisions. The one shown above is the default one which we call the Card View.  It is inspired by kanban cards in which you get a lot of information with a quick glance. 

If you want to learn more about views visit: How to Navigate in Fingertip.

To start making decisions press the New button on the top right of your screen:



New Decision popup window will appear. Enter the Decision details according to the picture below.




 

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