Creating a discussion in a BoardEffect workroom

You can use a discussion to collaborate with members of a workroom, reply to an ongoing discussion, add a new topic, or attach files. This topic describes how to create a new discussion.

Note

Only Administrators can create a discussion, and only workroom members can participate.

  1. To view discussions, select a workroom, and then select the Collaborate tab .

  2. Select Discussions on the top of the page to view a list of Open Discussions.

  3. To create a new discussion, select New Discussion.

  4. Enter a name for the discussion in the Title field.

  5. You can add a description in the Description field.

  6. Select Save & Continue.

    Note

    To limit how long a discussion is available, you can enter a start date/time and an end date/time in the Date and Time fields. The discussion is closed after the end date/time.

  7. Every user with access to the workroom is assigned to the discussion. To add a new user, select the Add icon next to their name.

  8. To remove a user, select the Remove icon next to their name.

  9. To save your changes, select Save.

  10. To add a new topic in the discussion, select New Topic.

  11. To add a reply, open a topic, and then select New Reply.

  12. To attach files, select the Attachment List tab, and then select Attach File.