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Discussions on Group Page

Learn how to utilize discussions on the group page.

Operations Team avatar
Written by Operations Team
Updated over a week ago

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

    2. Click + 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

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 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

  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

  4. Add users through the Add people and groups 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. 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

    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

  5. To delete:

    1. Click Delete Discussion

    2. Are you Sure? pop-up appears

      1. Click OK to confirm deletion

      2. Click Cancel if discussion should not be deleted

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. 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

For more details, please refer to Related Articles.

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