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Topic Planning for Your Team

  • Category: How-to Articles
  • Tags: Account Setup, Back to School, Department Implementation
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image of the worksheet for reference

Your team knows your work best. Use this worksheet to map out the categories and topics that reflect how you operate — it only takes a few minutes to complete. Once you're done, share it with your system administrator or category owner so they can add your topics and categories to Onflo.

Key Terms

Category — Bold headings that organize topics into groups on your landing page. Examples: Trending Topics, Departments.

Topic — Buttons customers click to submit a question, comment, suggestion, compliment, or concern. Examples: Superintendent Search, Inclement Weather, Transportation Requests.

Topic Owner — The person responsible for managing submissions for a topic. There can be only one per topic.

Team Member — Anyone who supports the topic owner by responding to or viewing submissions. A topic can have multiple team members.

How to complete your worksheet

  1. Define your categories. Enter each category name in the Category field.
  2. Add your topics. List each topic under the category it belongs to. Topics should reflect the most common reasons people reach out to your team.
  3. Assign a topic owner. Enter one topic owner per topic in the Topic Owner column.
  4. Add team members (optional). List anyone who will support the topic owner in the Team Members column.
  5. Submit to your system administrator. Once complete, send your worksheet to your system administrator — they'll use it to configure your team's topics.
Click Here to Download the Topic Planning Worksheet
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