Tech Tip: How to discuss Tools and Tactics with your Team

We’ve been talking a lot lately about our Tools and Tactics—replicable templates for action that range from holding a 3Qs meeting to hosting a nonprofit career fair. Now it’s your turn!

If you’re feeling inspired by a particular Tool and Tactic and want to start a conversation about it on your Team page, here’s how to do it:

1. Start at the Connector Hub. In the top section, “Tools and Tactics for Connectors: More and Better,” click the “Learn more” button.

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2. Scroll down until you find one you want to discuss. In this example, I clicked “Host a civic write-a-thon.” Notice the message on the right that says, “Want to try this? Talk about it with your Team!” The big orange “Start a discussion” button is just begging me to share.

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3. So I clicked on the button and the discussion now lives on my Team’s page. Behold!

Screen Shot 2014-04-14 at 2.07.43 PM.png

4. At the same time, my Team page gets a Tools and Tactics section. Go multi-tasking! (Pro tip: Each Tool and Tactic has only one discussion per Team associated with it. So once someone in your Team has pulled a Tool and Tactic onto your page, you’ll be able to join the discussion and upvote comments.)

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That’s it. It’s a small thing, but we hope it makes connecting easier.

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Sara Jensen is a technical support representative at Idealist. Feel free to reach out to her if you need help or have questions: sara.jensen@idealist.org.

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