How to manage general forums?

How to manage general forums?

Roles: Primary Admin, Admin

Description: In this article, you will learn how to create, edit, archive, and delete general forums. General forums hold discussions that are not tied to one training, such as team topics, product questions, or company news.

Benefits:

  • Room for every topic: Give each team, department, or subject its own place to talk.
  • Learning from peers: Learners answer each other's questions and share tips outside formal trainings.
  • Control: Edit, archive, or delete a forum at any time.

Note: Social Learning must be turned on for your organization. See How to enable/disable social learning?

Step by step: create a general forum

  1. In the top navigation menu, go to Engagement > Forums.
  2. Click the red + button at the bottom-right of the page.
  3. Enter a Title, and a Description of up to 150 characters that explains what the forum is for. For example: "Marketing discussion: share campaign ideas and questions with the marketing team."
  4. Add a cover image for the forum.
  5. Leave Accessibility set to Public so everyone can see the forum, or set it to Private to choose who can see it. See Creating a private forum.
  6. Click Save Forum.

Forums page with forum cards, the Forums and Posts tabs, and the red plus button at the bottom right

Forum Setting page with Title, Description, Add Cover Image, Accessibility, and Save Forum

The new forum appears on the Forums page. Learners who can see it find it under Engagement > Forums and can start posting right away.

Note: When you turn Social Learning on, two starter forums, General and FAQs, are set up for you. You can edit, archive, or delete them like any other forum.

Step by step: edit a forum

  1. Go to Engagement > Forums.
  2. Point to the forum card and click the three-dot menu in its top-right corner, then select Edit. You can also open the forum with View Forum and use the three-dot menu at the top of the forum page.
  3. Change the Title, Description, cover image, or Accessibility.
  4. Click Save Forum.

Forum card menu with Edit, Delete, and Archive next to View Forum

Step by step: archive or delete a forum

  1. Go to Engagement > Forums and open the three-dot menu on the forum card, or open the forum and use the three-dot menu at the top of the page.
  2. Select Archive to hide the forum, or Delete to remove it.
  3. Confirm your choice when prompted.

Three-dot menu at the top of a forum page with Edit, Delete, and Archive

You can also delete a forum from the bottom of its edit page, using the Delete button.

Archive or delete?

Action What learners see What happens to posts Can you undo it?
Archive The forum is hidden and its content is not accessible. No one can add new posts. Kept Posts are kept, so nothing is lost.
Delete The forum is gone. Deleted, along with all comments and replies No

Note: If a forum is featured on a banner, you see a warning before you archive or delete it. Check your banners in Settings > Banner first.

Common questions

Can learners create general forums?

No. Admins create and manage general forums. Learners can post, comment, and reply in the forums they can see.

What happens to the posts in an archived forum?

The posts are kept. Learners can no longer open the forum or add posts to it.

Can I find all posts across forums in one place?

Yes. On the Forums page, click the Posts tab. It lists posts from general forums and from trainings, and you can filter them by status and type.

Posts tab on the Forums page listing posts from forums and courses

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