--- title: "Forums" slug: "forums" tags: ["create new topic in forums", "Forum category"] updated: 2026-04-02T06:33:43Z published: 2026-04-02T06:33:43Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt > Use this file to discover all available pages before exploring further. # Forums Client Content A forum is a platform for users to discuss, communicate, and collaborate, keeping discussions within the job. A job can contain one or more forums, each of which is broken down into user-defined categories. Each forum can have one or more categories under which topics can be posted for discussion. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-umkp9iq3.png) The topic posts can contain files, images, hyperlinks, or 12d Synergy links for reference. > [!NOTE] > The categories discussed here, in forums, have no relation to the [Job categories](/v1/docs/v5jobcategories). ### 1.1. How to Create a Forum Admin Content > [!NOTE] > - You can access a forum in different capacities only if your 12d Synergy Administrator has **added you to it** and has granted the applicable [explicit permissions](https://help.12dsynergy.com/docs/v5permissions#151-explicit-permissions) from the list below. > - View > - Write > - Can read forums and categories? > - Can write to forums and categories? > - Can moderate forums and categories? > > - The **Forums**tab is displayed in the job tree structure only when at least one forum exists in the project. 1. While editing a job in either the **12d Synergy Client**or **12d Synergy** **Administration**application, right-click the job for which you want to create a forum and select the **Edit**option. The **Edit a Job: <*job name*>**window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-q3bhju2a.png) 2. Select the **Forums** tab. 3. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-n98oprtm.png)icon. The **Edit forum** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-r7xss3q0.png) 4. Enter a name for the forum in the **Name**box. 5. To add specific users, a specific user group, or a specific job team role to a Forum, do any of the following: - To add a user, select the **Users**tab and click the button ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus.png) to find and add a user. - To add a group, select the **Groups**tab and click the button ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(1).png) to find and add a group. - To add a job team role, select the **Roles**tab and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/plus(3).png) button to find and add a role. 6. To add [permissions](https://help.12dsynergy.com/docs/v5permissions#16-how-to-provide-permissions-to-users-for-various-entities)to a user, a user group, or a specific project role, do any of the following in the **Users**, **Groups,** and/or **Roles**tab, respectively. - In the **Permission Sets**section, select the check boxes displayed against the permission sets that you want to apply for the selected user, group, or project role. - You can select the checkbox next to a permission set and click the **Set info** button to view the explicit permissions included in that permission set. - You cannot edit or update the permissions displayed in the **Permission Set Info** window. - In the **Explicit Permissions**section, select the **Undefined**, **Allowed**or **Denied**options displayed against the individual permissions related to forums. Note that if any of these explicit permissions are part of a permission set, updating them in the **Explicit Permissions** section will override what is defined in a permission set. > [!NOTE] > - You can access a forum in different capacities only if your 12d Synergy Administrator has **added you to it** and has granted the applicable [explicit permissions](https://help.12dsynergy.com/docs/v5permissions#151-explicit-permissions) from the list below. > - View > - Write > - Can read forums and categories? > - Can write to forums and categories? > - Can moderate forums and categories? 7. Click the **Set** button. A new forum is created in which selected users, user groups, or team roles can participate in conversations based on their access permissions. Also, a **Forums**tab is added to the job tree structure in the **12d Synergy Client** and 12d Synergy Web App applications. ### 1.2. How to Create a New Category Client Content > [!NOTE] > The **Forums**tab is displayed in the job tree structure only when at least one forum exists in the project. 1. In the job tree, click the **Forums**link. The categories of conversations created for that Forum, if any, are displayed in the right panel. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/forum1.bmp) 2. Click the **Add Category ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-9rgubv09.png)**button in the toolbar. The **Add a New Category** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-saz09n6n.png) 3. Enter the name for the category in the **Category name**box. 4. Enter a description for the category in the **Description** box. 5. Click the **Add**button. The new category is created and is displayed in the list of categories for the Forum. - You can edit the name of the Forum and its permissions using the **Edit Forum** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-csd5mev4.png)button in the toolbar. - Select the **Watch this forum?** checkbox to be notified of any activity that happens in the Forum via email. ### 1.3. How to Create a New Topic Under each defined category, different topics can be created for discussion. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/forum2.bmp) 1. Click a category under which you want to create a topic. 2. Click the **Add Topic** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-66bqbmwk.png)button in the toolbar. The **Add a Topic** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-wnqltmll.png) 3. Enter the name of the topic in the **Topic Subject**box. 4. Enter a detailed description of what you want to discuss under that topic in the text editor below. 5. Click the **Post**button. The new topic is created and displayed in the list of topics for the selected category. - You can edit the name of the category and its access permissions using the **Edit Category** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-581b8xgh.png)button in the toolbar. - You can delete a category by clicking the **Delete Category ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-scfnp80k.png)**button in the toolbar. - Select the **Watch this category for replies?** checkbox to be notified of any new topics created in the category. ### 1.4. How to Create a New Post Creating a new post and responding to a post are the same process. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/forum3.bmp) 1. To respond to a topic, click the **New Post**button in the toolbar. The **Add a Post** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-gydz7i18.png) 2. In the text editor, add the response to the previous post. You can add a hyperlink using the **Link ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-yni625kk.png)**icon and an image using the **Image** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-6ml4ckfx.png) icon. 3. Click the **Post**button. The post is displayed as the latest post on the topic. - Select the **Watch this topic for replies?** checkbox to be notified of any new posts made to the selected topic. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/forum4.bmp) - You can edit the name of the topic and its access permissions by using the **Edit Topic ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-nfrvwjfk.png)** button in the toolbar. - You can delete a topic by clicking the **Delete Topic ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-gad2w058.png)** button in the toolbar. - You can delete a post by clicking the **Delete ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-uiwe14q7.png)**button against the post. Note that only the 12d Synergy Administrator who created the forum has the permission to delete any post in that forum. - You can also edit a post by clicking the **Edit ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-nofyq5os.png)**button against the post. - You can notify other team members of any activity on a topic by clicking the **Notify ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/todocopyofv5forums.doc-image-1e2hy4jd.png)**button and selecting the required team members.