Learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion.
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:
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Account Role of Administrator
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Account Role of Member
To start a Discussion:
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Discussions can be started from two places on the Boardable platform
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Click Discussions from the main menu panel
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Click + New Discussion
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No groups or users will be pre-selected
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OR
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Navigate to the group through Groups from the main menu panel
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Click Discussions in the top navigation menu
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Click + New Discussion in the upper right
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The group where the discussion is started will automatically be selected
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Fill out the New Discussion form
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Title - this will be considered the name of the discussion, so try to make it short and descriptive
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Description - this provides details to the user regarding the intent or use of the full discussion
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Use the formatting options to create lists, add links, emojis, and add files
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Click Next
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Assign to users and groups - click in the box to view a drop down, and select any groups or users that should be part of the discussion - please refer to the Assign to Users and Groups section for more details
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Click Save
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II. Assign to Users and Groups
To assign users and groups to a discussion:
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Click inside the Assign to users and groups box to reveal the drop-down list
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Groups are listed first, then individual users
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To add a group and all its members:
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Click the group name on the list; the group name will be displayed below the Assign to users and groups box in the Groups section
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All individual members of the selected group will also appear below the Groups section in the People section
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To add an individual:
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Click in the box again to display the list
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Scroll down to individual user's name; click on the name to add it
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The user is added in alphabetical order by last name
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To remove a groups and individuals:
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Click the x next to the group name to remove a group and all of its members; click the x next to an individual's name to remove an individual
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The final list will show selected groups under the Groups section, and individual users under the People section:
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The groups will display in alphabetical order; the individual users will display in alphabetical order by last name
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The number of groups and individual users in the discussion is indicated by a number in parentheses next to the Groups and People section headers
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:
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Select the group, then delete just the individuals listed in People section 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
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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:
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When adding a new message in the discussion, type @ and part of the user's name in the message box
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Their full name will come up as an option to select, press return/enter on the keyboard to accept
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Their name is now added to the message
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Type the rest of the message and click Send
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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
Related Articles
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Overview of Discussions: learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion
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View / Participate in Discussions: learn how to be a part of discussions as well as understand the permissions within a discussion
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Edit or Delete a Discussion: learn who can edit a discussion, delete a discussion, or remove messages from a discussion
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Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable
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Group Roles and Permissions: learn about the different types of roles within a group and the permissions associated with each role