Introduction

When creating a room you must select a room template.  Each template uses a specific form and has default settings applied. The forms and settings used in the template can be changed during the room creation process.

Below is a list of room types with a description of the form and the settings applied.


Discussion

A forum where all users can view content, create posts and comment.

      Enabled Room Settings

  • Do not allow members to remove from home feed

      Default Form

  • Discussion

      Default Form Fields

  • Title
  • Body
  • Mention a teammate
  • Add hashtags
  • Ability to upload files

Announcement

Delivers top down communication from select users.

      Enabled Room Settings

  • Automatically subscribe all members to the room
  • Only owners can create posts 

      Default Form

  • Discussion

      Default Form Fields

  • Title
  • Body
  • Mention a teammate
  • Add hashtags
  • Ability to upload files

Document Library 

Alphabetically store documents for viewing and downloading

      Enabled Room Settings

  • Automatically subscribe all members to the room
  • Only owners can create posts
  • Prohibit comments

      Default Form

  • Discussion

      Default Form Fields

  • Title
  • Body
  • Mention a teammate
  • Add hashtags
  • Ability to upload files   

Video Library 

Alphabetically store video content for viewing and downloading

      Enabled Room Settings

  • Automatically subscribe all members to the room
  • Only owners can create posts
  • Prohibit comments

      Default Form

  • Video

      Default Form Fields

  • Title
  • Body
  • Video upload 
  • Mention a teammate
  • Add hashtags
  • Ability to upload files

Training

 Create, complete, & track progress of e-learning on training dashboard

      Enabled Room Settings

  • Do not allow members to remove from home feed
  • Automatically subscribe all members to the room
  • Only owners can create posts
  • Prohibit comments

      Default Form

  • Training

      Default Form Fields

  • Title
  • Upload training materials
  • Duration
  • Onboarding task description
  • Training contact 
  • Days to complete
  • Mention a teammate
  • Add hashtags
  • Ability to upload files

Event Scheduling

 Promote internal events and track RSVPs

      Enabled Room Settings

  • Do not allow members to remove from home feed
  • Automatically subscribe all members to the room
  • Only owners can create posts
  • Prohibit comments

      Default Form

  • Events

      Default Form Fields

  • Title
  • All day event tick box
  • Event Date (start and end fields)
  • Option to send reminder alerts
  • Option to prevent cancelations within 24 hours 
  • Location 
  • Event Description
  • Option to set max number of attendees
  • Mention a teammate
  • Add hashtags
  • Ability to upload files

Non-RSVP Events

 Promote internal information-only events

      Enabled Room Settings

  • Do not allow members to remove from home feed
  • Only owners can create posts
  • Prohibit comments

      Default Form

  • Non-RSVP Events

      Default Form Fields

  • Title
  • All day event tick box
  • Event Date (start and end fields)
  • Location
  • Event description 
  • Mention a teammate
  • Add hashtags
  • Ability to upload files

Policy

 Deliver and track acknowledgement of company policies

      Enabled Room Settings

  • Do not allow members to remove from home feed
  • Only owners can create posts
  • Prohibit comments

      Default Form

  • Policy

      Default Form Fields

  • Title
  • Upload policy materials
  • Body
  • Policy contact 
  • Mention a teammate
  • Add hashtags
  • Ability to upload files


Task

 Assign, complete and track tasks on the task dashboard

      Enabled Room Settings

  • Do not allow members to remove from home feed
  • All members can edit posts

      Default Form

  • Task

      Default Form Fields

  • Title
  • Body
  • Due date
  • Assigned to
  • Status drop down field 
  • Priority drop down field
  • Mention a teammate
  • Add hashtags
  • Ability to upload files


Help Desk 

 Receive, resolve, track tickets or request on the help desk dashboard 

      Enabled Room Settings

  • Do not allow members to remove from home feed
  • Automatically subscribe all members
  • Request Room (owners see all posts members only see their posts)

      Default Form

  • Task

      Default Form Fields

  • Title
  • Body
  • Impact on my work drop down field
  • Status drop down field
  • Assigned to
  • Mention a teammate
  • Add hashtags
  • Ability to upload files