Skip to content
Go to Boardable
  • There are no suggestions because the search field is empty.

Discussions

Collaborate asynchronously to share ideas, plan, and make decisions between meetings.

In This Article

Before You Begin
Create or Join a Discussion
Filter Discussions
Search Discussions
Manage Notifications
Available Discussion Options
Troubleshooting

 

 

 

 

Before You Begin

Discussions allow board and team members to communicate and collaborate outside of scheduled meetings. They are ideal for gathering input, planning, and decision-making when participants have conflicting schedules. Discussions can include small or large groups depending on the topic.

Availability: Discussions are supported on paid plans — Essentials, Professional, and Enterprise — and are not available on the Free/Core plan.

Permissions:

  • Organization Admins can view and manage discussions only when they are participants. Within those discussions, they can edit, close, delete, or archive them.

  • Members can create and participate in discussions.

  • Observers can participate but cannot create discussions.

Access:

  • From the Discussions page (main navigation).

  • From a Group page (select Discussions from the top menu).

Anyone can mark a discussion as a favorite using the star icon and view favorites under the Starred filter.

Create or Join a Discussion

  1. Click Discussions from the main menu, or open a group and select Discussions.

  2. Click + New Discussion.

  3. Enter a title and description, then select participants.

  4. Click Save.

    • Once created, notifications are sent to all included users.

Filter Discussions

Use filters to quickly locate specific discussions.

To filter by type:

  1. Click Latest at the top of the Discussions page.

  2. Choose from:

    • Latest: All discussions

    • Starred: Favorited discussions

    • Unread: Discussions with unread messages

    • Mentions: Discussions where you’ve been tagged (@)

    • Archived: Archived discussions

To filter by group:

  1. Click All Groups at the top of the page.

  2. Select a group name from the dropdown list.

    • If you are not a member of any groups, no group filter options appear.

Search Discussions

Use the search bar to find keywords or mentions within discussions.

  1. Click into the Search box.

  2. Type a keyword, phrase, or name, then press Enter.

  3. Click any result to open the discussion thread.

Manage Notifications

All discussion participants receive in-app and email notifications when new messages are posted.

  • Users mentioned with the @ symbol receive an additional email showing who mentioned them.

  • To reduce email frequency, adjust preferences under User Settings → Notifications.

Available Discussion Options

Each participant can access discussion-specific actions:

Option Description Availability
Leave Discussion Exit a discussion. All participants
Copy Link Copy a shareable link (only works for users with access). All participants
Mark as Unread Mark a discussion unread to revisit later. All participants
Print Print the discussion thread. All participants
Edit Description Edit the discussion details. Creator or Admin participant
Close Discussion Prevent new messages from being added. Creator or Admin participant
Archive Discussion Move discussion to archive view. Creator or Admin participant
Delete Discussion Permanently remove the discussion. Creator or Admin participant

Troubleshooting

  • Can’t see a discussion? You must be added as a participant to view it.

  • Missing notifications? Check notification preferences in User Settings.

  • Access denied when opening a link? You may not have permission to view that discussion.

Questions? Contact your CSM or write to the Support team at support@boardable.com