TABLE OF CONTENTS

I. Quick Overview

II. Start a Discussion

III. Add or Remove Users

IV. Edit or Delete a Discussion

V. Participate in a Discussion

VI. Edit / Remove Messages


I. Quick Overview

Discussions created in a group (and the group remained selected) are visible on that group's group page.

All discussions are visible on the Discussions page, accessed by clicking Discussions from the main menu panel.

Best practice: discussions from the Discussions page will provide a more complete view of discussions a user is involved in (within a group and outside of the group). A discussion is only a part of a group if the group name is selected in the discussion itself.

Discussion Privacy: when assigning users and groups, a group can be selected, but then individuals can be removed if they should not be part of that particular discussion.

II. Start a Discussion

Only Organization Admins and Members can start a discussion. To add a discussion in a group:

  1. Navigate to the group's group page

  2. Scroll down to the Recent Discussions section

  3. Click + New Discussion

  4. Fill out the New Discussion form

    1. The group where the discussion is started will automatically be selected

    2. Click Create

For more details, please refer to Related Articles.

III. Add or Remove Users

The individual who started the discussion, or Organization Admins involved in the discussion, can add or remove users.

To add or remove users:

  1. Click the discussion name to open it

  2. Click the people count at the top of the discussion to open the Discussion Members pop-up window

  3. Hover the mouse over a person's name to reveal remove

    1. Click remove to delete a person from the discussion (their previous messages will remain)

    2. Click Close if finished

  4. Add users through the Assign to users box

    1. Click Submit

IV. Edit or Delete a Discussion

Discussions can be edited or deleted by the individual who started the discussion.

To edit or delete a discussion within a group:

  1. Navigate to the group's group page

  2. Scroll down to the Recent Discussions section

  3. Click the name of the discussion to open it

  4. Click More at the top of the page

  5. To edit:

    1. Make changes and click Save

  6. To delete:

    1. Click Delete Discussion

For more details, please refer to Related Articles.

V. Participate in a Discussion

Any role within Boardable can participate in discussions where they are included.

To participate in a discussion:

  1. Click into the discussion

  2. Read the latest message

  3. Add a new message by typing in the message box at the bottom of the page

    1. Click Send

For more details, please refer to Related Articles.

VI. Edit / Remove Messages

Messages can only be edited or deleted by the person who created the message.

To edit or delete a message:

  1. Hover the mouse over the message and Edit and Delete options appear next to the timestamp

  2. Select the appropriate option

For more details, please refer to Related Articles.


Related Articles

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