Knowledge Base

Create a Track

  • Updated

Like folders organizing documents, tracks are the categories organizing your event's sessions. All of your event sessions must reside within a track, and you'll want to create the tracks necessary for your event before moving on to session creation.

In this article, you'll learn how to create a track.

TIP: To learn how to edit and delete tracks, see Manage Your Tracks.

Before we begin...

The path to creating tracks depends on whether you are creating the track in your main site or in a microsite.

To create a track:

  1. Navigate to Tracks > All Tracks.

Tracks-accessing.png

  1. Use the information below to determine your next step.
  • At the top of the page, if you have a button labeled CREATE A NEW TRACK, click it to create your track.

    NOTE: You are provisioned with our LITE admin model.

    TIP: View the Main site video and then continue with Create a track.

create-track-EVE-ONLY.png

NOTE: In some sites, this button might be labeled CREATE A NEW COMMUNITY.

  • If there is a SETTINGS button below the profile icon, click it and then click Add a subcommunity to create your track.

    NOTE: You are provisioned with our FULL admin model.

    TIP: View the Microsite video and then continue with Create a track.

create-track-SETTINGS-microsite.png

WARNING: If you have the SETTINGS button shown above, do not click CREATE A NEW COMMUNITY (shown below) to create a track.

create-track-OC-PLUS-EVE.png

Watch the video

Refer to the information above to determine which site you're working in, then watch the appropriate video before creating your tracks.

Main site video

Microsite video
HLAcademy-VideoPlayer.png HLAcademy-VideoPlayer.png

Create a track

  1. Configure the track by completing the fields as described in the table below.

Track settings

Field Description
Name Give the track a name. This title is displayed on the track's Home page and All Tracks page.
Type The default track Type created and configured for your organization is pre-selected for you.
Description Provide a description, purpose, or mission statement for the track.

This information displays on the All Tracks page, and gives users general information about the track.
Who can join? Select one of these options to set the track's join permissions:
  • Invitation Only - Users can only join this track by invitation from an Admin (or other member if track members are allowed to invite). This setting is controlled in the Features area below.
  • [site] Members - Only users belonging to Security Groups with Member permissions can join this track. Those with Member permissions can also join tracks set to Authenticated.
  • Authenticated - Any logged-in user can join this track. An authenticated user may or may not have Member status.
Who can view? Select one of these options to set the track's view permissions on the All Tracks page, allowing you to hide specific tracks from specific groups of users:

NOTE: This setting does NOT control who can view a track's content, just its visibility on the All Tracks page.

  • Invitation Only - Users can only view this track by invitation from an Admin (or other member if track members are allowed to invite). This setting is controlled in the Features area below).
  • [site] Members - Only users belonging to Security Groups with Member permissions can view this track. Those with Member permissions can also join tracks set to Authenticated.
  • Authenticated - Any logged-in user can view this track. An authenticated user may or may not have Member status.
  • Public - Both users with a login AND without a login to your Event Engagement site can view this track.
Moderation Setting These three options enable you to control the track's discussion (and associated library's) moderation setting:
  • No Moderation - Posts/files don't require admin approval and are added to the track's discussion/library immediately.
  • Self Moderation - All new posts and files do not require admin approval and are added to the track's discussion or library immediately; however, all users who have access to the discussion and library for this track can moderate a post or file using the Mark As Inappropriate option on the post or file page. The user will then be prompted to give a reason for marking the content as inappropriate. At this point, the content is removed and a Super Admin can then approve the moderation request to keep it in moderation or reject it to add it back to the track.
  • Full Moderation - All new posts and files are queued in moderation and require admin approval before posting to the track's discussion or library.

NOTE: The Moderation setting for a track's discussion is also applied to its associated library. For example, if set to Full Moderation, all files uploaded must be approved before they're available).
Features Each track can have its own discussion forum and/or resource library. Check/uncheck these boxes to control which features the track has available:
  • Discussion - Controls whether this track has a discussion. Discussions are a place where track members can collaborate with one another by posting messages either directly in the online discussion or via its associated email list.
  • Library - Controls whether this track has a library. Libraries enable track members to share files with one another, including documents, videos, podcasts, etc.
In addition, you can check the Allow members of this track to invite other qualified people to join box if you want members of this track to be able to invite others to join.
Formal Tags Here, you can manage the track's Formal Tags: Add any tags you want or remove tags by clicking their X button.

These are tags specifically defined by Super Admins to reflect your organization's approved tagging taxonomy applicable to your event. Users can apply these tags to their discussion posts and library uploads, and Super Admins can apply them to discussion content, library entries, and tracks.

Any tags applied appear along with this related content, giving users more insight into the content or track's purpose and intended audience. Users can also click these tags to view any content in the track tagged with it, making them an excellent way of organizing track content and making it easy to find.

See Tags to learn more applying, managing, and reporting on tags. While the article is written in a more community-based fashion, the content is still relevant to tagging for your Event Engagement tracks and content.
  1. When you're finished configuring the track, click:

    • Save and Invite Members to create the track and immediately begin inviting people to join the track. People who join a track become members, allowing them to directly participate in the track's discussions.
    • Save to simply create the track (you can add and/or invite people later).

Tracks-saving.png

Next steps...

Now that you've created tracks for your event, you can add your live and recorded sessions to them. Click an article title below to learn how.

Related articles

Was this article helpful?
1 out of 1 found this helpful
Return to top

Can’t find what you’re looking for?

Create a Case Call US Support