Learn how to utilize discussions on the group page.
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 are visible on that group's Discussions 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:
-
Navigate to the group through Groups from the main menu panel
-
Click Discussions in the top navigation menu
-
Click + New Discussion
-
-
Fill out the New Discussion form
-
Title - this will be considered the name of the discussion, so try to make it short and descriptive
-
Description - this provides details to the user regarding the intent or use of the full discussion
-
Use the formatting options to create lists, add links, emojis, and add files
-
-
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 and groups:
-
Click the discussion name to open it
-
Click the people count at the top of the discussion to open the Discussion Members pop-up window
-
Click the x to the right of a user's name to delete that user from the discussion. Their previous messages will remain
-
Click Save when finished
-
-
Add users through the Add people and groups box
-
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:
-
Navigate to the group's group page
-
Click Discussions in the top navigation menu
-
Click the name of the discussion to open it
-
Click the three dots on the right
-
To edit: click Edit Description
-
The Edit window displays
-
Make the appropriate changes to the title and description
-
Add links, emojis, and additional formatting if desired
-
-
Click Save changes
-
-
To delete:
-
Click Delete Discussion
-
Are you Sure? pop-up appears
-
Click OK to confirm deletion
-
Click Cancel if discussion should not be deleted
-
-
V. Participate in a Discussion
Any role within Boardable can participate in discussions where they are included.
To participate in a discussion:
-
Click into the discussion
-
Read the latest message
-
Add a new message by typing in the message box at the bottom of the page
-
Click Send
-
VI. Edit / Remove Messages
Messages can only be edited or deleted by the person who created the message.
To edit or delete a message:
-
Click Edit or Delete, which appear next to the timestamp at the top of the message
-
Click Save when editing is completed, or Delete to confirm deletion
Related Articles
-
Start a Discussion: learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion
-
View / Participate in Discussions: learn how to be a part of discussions as well as understand the permissions within a discussion
-
Edit or Delete a Discussion: learn who can edit a discussion, delete a discussion, or remove messages from a discussion
-
Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable
-
Group Roles and Permissions: learn about the different types of roles within a group and the permissions associated with each role