TABLE OF CONTENTS

I. Start a Discussion

II. Assign to Users and Groups

III. Add a User Quickly


Start a Discussion

Only the following users can start a discussion:

  • Account Role of Administrator

  • Account Role of Member

To start a Discussion:

  1. Discussions can be started from two places on the Boardable platform

    1. Click Discussions from the main menu panel

      1. Click + New Discussion

        1. No groups or users will be pre-selected

      OR

    2. Navigate to a group page

      1. Scroll down to the Recent Discussions section

      2. Click + New Discussion

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

  2. Fill out the New Discussion form

    1. Title - this will be considered the name of the discussion, so try to make it short and descriptive

    2. Body - this provides details to the user of what the full discussion is intended to be used for

      1. Use the formatting options to create lists, add links, emojis, and add files

    3. Assign to users and groups - click in the box to view a drop down, click on any groups or users that should be a part of the discussion - please refer to the Assign to Users and Groups section for more details

    4. Click Create

II. Assign to Users and Groups

To assign users and groups to a discussion:

  1. Click inside the Assign to users and groups box to reveal the drop-down list

    1. Groups are listed first, then individual users

  2. To add a group and all its members:

    1. Click the group name on the list; the group name will be displayed first, followed by the group members in alphabetical order by last name

  3. To add an individual:

    1. Click in the box again to display the list

    2. Scroll down to individual user's name; click on the name to add it

    3. The user is added in alphabetical order by last name following the group(s)

  4. To remove a group. and all its members that were added inside the box, there are two options:

    1. Click the x next to the group name in the box and the group and all of its members will be removed

    2. Click in the box to display the list, select the same group to remove it

  5. To remove an individual that was added inside the box, there are two options:

    1. Click the x next to the user's name in the box to remove them

    2. Click in the box to display the list, scroll to the user's name and select it again to remove it

The final list will show a mix of groups and users:

  • The groups will always display first in alphabetical order

  • The individual users will display in alphabetical order by last name, after all group names

Discussion Privacy: if the discussion is within a group - but some members of the group should not be included in the discussion - do the following:

  • Select the group, then delete just the individuals listed that should not be a part of the discussion (this keeps the discussion on the group page, but only those invited can see it)

    OR

  • Select each individual one at a time without selecting a group (this discussion will only be available through the Discussions page accessed from the main menu panel)

III. Add a User Quickly

The @ symbol can be used to add people to a discussion quickly. To perform a quick add:

  1. When adding a new message in the discussion, type @ and part of the user's name in the message box

    1. Their full name will come up as an option to select, press return/enter on the keyboard to accept

  2. Their name is now added to the message

  3. Type the rest of the message and click Send

  4. The person is now added to the discussion (refresh may be necessary to see the updated number at the top)

Note: if the user is already part of the discussion, this is also a handy way to tag the user for specific notification


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