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Start Discussions On a Group Page

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:

  1. Navigate to the group through Groups from the main menu panel

    1. Click Discussions in the top navigation menu

      Discussions Group menu

    2. Click + New Discussion

      Groups create new discussion

  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. Description - this provides details to the user regarding the intent or use of the full discussion

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

        Discussion title and description window

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:

  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

    Discussion user count

  3. Click the x to the right of a user's name to delete that user from the discussion. Their previous messages will remain

    1. Click Save when finished

      Discussion user removal

  4. Add users through the Add people and groups box

    1. Click Submit

      Discussion add people

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. Click Discussions in the top navigation menu

  3. Click the name of the discussion to open it

  4. Click the three dots on the right

    1. To edit: click Edit Description

      Discussion edit menu

    2. The Edit window displays

      1. Make the appropriate changes to the title and description

      2. Add links, emojis, and additional formatting if desired

    3. Click Save changes

      Discussion save changes

       

  5. To delete:

    1. Click Delete Discussion

      Discussions delete

    2. Are you Sure? pop-up appears

      1. Click OK to confirm deletion

      2. Click Cancel if discussion should not be deleted

      Discussion delete are you sure

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

      Discussion add to and 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:

  1. Click Edit or Delete, which appear next to the timestamp at the top of the message

  2. Click Save when editing is completed, or Delete to confirm deletion

    Discussion comment edit or delete

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