Hello, and welcome to the Workiva Community. First off, I wanted to say thanks for joining. It's great to have you.
To get started, let's take a quick tour of the site. For a video tour, click here.
Accessing and editing your profile
By default, your screen name in the Community is your full name, so odds are you'll want to change it. From your profile view, you can set both a profile picture and a new screen name, i.e. Alias, as well as any details about yourself.
You can can also see and adjust your current site notification subscriptions from your profile view.
Community homepage & search
You might want to first perform a search when you land on the Community. Since the Community is part of the Workiva Support Center, the search results include relevant Help articles too, and from the left hand panel you can filter betwen Articles (Help site) and Posts (Community site), and further filter them by Category (Help) or Topic (Community), i.e. how stuff is organized on the sites.
All posts and creating a post
Just underneath the search box on the homepage is an option to see all posts in the Community, and also a button to create a post. This option to create a new post is also available from any page in the Community.
Simply click "Create Post", add a title and description an add it to its corresponding Topic.
What are topics? Let me show you!
Topics are how posts are separated and organized. You can view a specific set of conversations by selecting a topic. Topics are broke out by in two groups of tiles, with the top four tiles being Getting Started, Update Hub, Events and Education, and a Customer Exchange. Here you will find all kinds of information, news and ways to connect with Workiva, and with each other. Some popular topics here include: Transitioning to Next Gen, Release Notes and What's New, Amplify Local, University Spotlight, Feedback & Suggestions, and Share Your Success.
After that are our tiles devoted to Workiva Product Discussions. Here you can ask your own questions or share you own tips & tricks about products and features covering areas such as Wdesk Home, Next Gen and Classic, Workspace & Admin, XBRL & iXBRL, SOX & Audit and Wdata.
Some of the most popular topics here include our library of next gen Document, Spreadsheet, Presentation, and Chart convos, as well as Filing and XBRL tips and tricks, and SOX & Audit Best Practices.
The great thing about topics is that you can easily follow those that interest you and receive automatic email updates when there is new activity in that topic. So we definitely encourage you to follow these to stay on top of all the goings-on.
Featured posts, comments and votes
Below the topic list are the featured posts, which are the most popular and trending conversations as of late. Clicking on any of these will take you directly to the post.
From any post, you can vote up or down, comment, and even @mention a fellow member within the thread.
Last but not least, you can view the recent activity in the Community, which is updated as each new post or comment comes in. Above each post is the Topic it is found under and next to it the activity and comment information. Clicking on any item will take to you to the corresponding page.
That about wraps it up. Thanks so much for joining. If you do have questions, feel free to reach out on the Community by posting a question or email us at firstname.lastname@example.org.
See you out there.
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