Articles Checklist

Essential Articles Module Tasks for Administrators

In order to publish articles, knowledge base, blogs, or any other type of posts, the Articles Module must first be configured. See Setting Up Modules before proceeding.

Foundation Setup

☐ Creating Article Types Create new or edit existing Article Types to group long-form text documents. Configure Article Types for information security, comments, social sharing, user login requirements, and topic-based organization. Article Types serve as containers that define permissions, workflows, and presentation for related posts.

☐ Managing Article Types Configure Article Type settings including approval workflows, subscription management, layout options, and visual presentation. Set up categories, tags, approval processes, and subscriber notification preferences. Manage the comprehensive settings that control how posts within each Article Type function and appear to users.

☐ Sharing Article Types Configure user permissions for viewing, commenting, contributing, editing, and publishing posts within Article Types. Set up public web sharing to allow unauthenticated access to specific content. Control access through Security Roles, User Groups, and public sharing settings to ensure appropriate content visibility.

Content Creation and Management

☐ Creating Posts Enable authorized users to create long-form text documents with customizable formatting, media integration, and social sharing capabilities. Configure post creation permissions, rich text editing, and content organization features. Set up tracking for post activity and popularity to measure content effectiveness.

☐ Creating Anchors In A Post Set up anchor functionality within post content to enable navigation to specific sections. Configure table-of-contents style navigation for long-form content, allowing users to jump directly to relevant sections within posts for improved user experience and content accessibility.

☐ Managing Posts Configure post management capabilities including creation, editing, deletion, version control, and approval workflows. Set up comment moderation, activity monitoring, and content lifecycle management. Enable post revision tracking and approval processes to maintain content quality and accuracy.

Content Organization

☐ Article Lists Set up Article Lists to group multiple Article Types together for aggregated content display. Enable users to browse posts from various Article Types on unified screens, improving content discovery and user navigation across related content areas.

☐ Post Categories Configure category systems to group and organize similar posts within Article Types. Set up logical content groupings that help users discover related content and enable administrators to organize posts by topic, audience, or content type.

☐ Post Tagging Implement tagging systems to enable flexible content labeling and cross-category content discovery. Configure tag management, popular tag displays, and tag-based content filtering to improve content discoverability and user engagement.

Workflow and Quality Control

☐ Post Approvals Define approval workflows to ensure content quality and accuracy standards. Configure automatic approval processes, multi-step approval chains, and role-based approval permissions. Set up approval notifications and workflow management to streamline content publication while maintaining quality control.

☐ Managing Post Comments Set up comment moderation capabilities including approval workflows, spam management, and community engagement features. Configure comment notifications, moderation permissions, and community guidelines to foster meaningful discussions while maintaining content quality.

User Engagement and Analytics

☐ Article Type Subscriptions Configure subscription functionality to enable users to receive notifications about new posts and comments. Set up automatic subscriptions, explicit opt-in processes, public subscription capabilities, and notification frequency management to maintain community engagement.

☐ Article Reporting Implement reporting and analytics capabilities to monitor Article Type activity, content performance, and user engagement. Configure dashboard views, detailed reports, and custom reporting to gain insights into content effectiveness and community participation patterns.

Critical Implementation Considerations

Module Integration

• Security Roles: Configure appropriate permissions for Article Type access, post creation, and moderation capabilities
• User Groups: Set up content sharing and access control within Article Type permissions
• Workflow Integration: Coordinate approval processes with organizational content review requirements

Content Strategy

• Article Type Planning: Design Article Type structure to support content organization and user navigation
• Permission Strategy: Balance content accessibility with security requirements across different user types
• Quality Control: Implement appropriate approval and moderation workflows for content standards

User Experience

• Navigation Design: Configure Article Lists and categories to support intuitive content discovery
• Subscription Management: Set up notification systems that engage users without overwhelming them
• Public Access: Plan public sharing strategies for content that supports external engagement

Best Practices Summary

Planning Phase

• Design Article Type taxonomy before creating individual Article Types
• Plan permission structure to align with organizational content strategy
• Map approval workflows to existing content review processes

Implementation Phase

• Start with basic Article Types and expand functionality gradually
• Test subscription and notification systems with limited user groups
• Validate public sharing settings before broad content publication

Ongoing Management

• Monitor reporting analytics to optimize content strategy and user engagement
• Regular review of approval workflows and comment moderation effectiveness
• Maintain consistent tagging and categorization standards across content creators

The Articles module provides comprehensive content management capabilities that support knowledge sharing, community engagement, and organizational communication through flexible, secure, and user-friendly article publication and management systems.

<< About Articles Module | Creating Article Types >>