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Getting Started with the Q&A Forum

See how to centralize common questions and answers to reduce repeated conversations and create a searchable knowledge resource.

Taylor Owen avatar
Written by Taylor Owen
Updated over 2 months ago

Q&A Forum is the central place where team members can ask questions, share knowledge, and clarify information in a structured and visible way. Instead of relying on scattered conversations or repeated messages, the forum creates an organized space where important questions can be posted, discussed, answered, and preserved for future reference. On the main page, you will see a list of all active questions, each displayed with its current status. Questions start in the Asked state. Once they receive an official answer, they move to the Answered state, making it easy for everyone to see what has been resolved.

The forum also includes powerful navigation tools to keep everything easy to find. You can filter questions, search for specific topics, and switch between a card view for visual browsing or a compact list view for faster scanning. Posting a question takes only a moment, and the ability to attach files or supporting materials ensures questions have the context needed for meaningful replies. The Q&A Forum becomes a shared knowledge base that supports transparency, reduces duplicated questions, and helps the entire organization stay aligned.


Five Steps to Get Started

1. Explore the main Q&A Forum page
Start by reviewing the list of questions displayed on the main page. Each question shows its status, whether it is still open or has been answered. This provides a clear understanding of what the team is asking and what has already been resolved. Switch between card view and list view depending on your preference, and use filters to focus on categories or topics relevant to you.

2. Search for existing questions before posting
Use the search bar to check if your question has already been asked or answered. Searching first helps reduce duplication and allows you to find answers faster. The search tool scans both questions and their replies, making it easy to locate information quickly.

3. Post a new question using the Post Question button
If your question has not been answered, click the Post Question button in the upper right. Add a clear title that summarizes what you want to know, then write a short description that provides context. You can attach links, files, or screenshots if they help clarify the question. Once everything looks good, publish the question to make it visible to your team.

4. Review and respond to replies
Click on any question to open the full question page. Here you can see who asked the question, when it was posted, and all replies added so far. To contribute, use the reply field to provide an answer, clarification, or additional information. Replies help strengthen shared knowledge and support clearer communication across the organization.

5. Mark the question as answered when resolved
If you are providing the final answer or closing the loop on a question, select Reply and Mark as Answered. This updates the question status from Asked to Answered. Once marked, the question will show as answered in the main list. This makes it easy for others to identify which items have clear solutions.


Tips and Tricks for Best Results

Write clear and concise questions
A strong title and short description help others understand your question quickly.

Attach useful context
Files, links, or screenshots can help others provide accurate answers without back and forth.

Search before asking
Checking the existing questions first saves time and prevents duplication.

Mark answers promptly
Closing questions keeps the forum organized and maintains a reliable knowledge base.

Use the forum regularly
Frequent participation helps build a culture of transparency, collaboration, and shared learning.

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