Sending Consultations

When processing a work item, you may need to ask other participants about the work item. To ask a question about the work item, you can send a consultation.

To send a consultation:

  1. To display a list of work items, in the left pane, click a view name.

  2. In the right pane, click the checkbox for the work item to which you will add the consultation.

  3. In the Work Item toolbar, click the Consult button.

  4. In the Consult dialog box, do the following:

Note: After receiving consultations, you can view them with the Consultations view. For other participants, consultations appear as notes when viewing work item details.

 

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