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Creating and using Discussions

 

NOTE—To create an ongoing, one-on-one chat with someone, please refer to Direct Messages 

 

Table of contents

  1. Starting a Discussion
  2. Managing your Discussion
  3. Commenting in Discussions
  4. Adding Attachments in Discussions
  5. Replacing a Moderator
  6. Discoverable Discussions


Starting a Discussion

  1. Click on Discussions in the Main Navigation on the left side of your screen.
  2. Once in the Discussions view, click on the "+" from the Action Bar at the top of your screen.
  3. Select "New Discussion"

You are then presented with the screen below, walking you through all of the necessary steps to create your Discussion:

  • Creating a Title
  • Selecting your Access option: Private (invited participants only), Discoverable (anyone can view and/or join), Org-Wide (automatically include everyone)
  • Inviting Members* (Individuals, Teams, Locations, Departments and Org units),
  • Setting any additional Moderators (Moderators have access to additional actions and settings in a Discussion. As the Discussion creator, you're automatically made a Moderator)

*not required for Org-Wide Discussions

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TIP: You can also start a Discussion in People, via the "Start a Discussion" link in the Action Bar. 

  

Managing your Discussion

You are now back in the main Discussions view with your new Discussion visible in the top left hand corner where you can also set up personal categories for your Discussions

You can manage your Discussion via two menus found in the right corner of the Action Bar: 

  • Click the Info icon to access a menu of information you can view about your Discussion. 

info2.PNG     

  • Click the Action Menu icon to display of list of available actions you can take on your Discussion.

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NOTES

  • If you want to add people to an ongoing Discussion, click "Edit settings" from the Info Menu to go back to the List Selector.
  • "Remove yourself" will only be an option on the Action Menu for people that have been added to a Discussion as an individual. People added to a Discussion as part of a targeted group (eg. "Marketing Team") will not see this option.

Commenting in Discussions

To post a Comment in a Discussion, enter text in the comment field at the bottom of the screen and click the Add comment box.

Check off the Allow paragraphs box if you want to use your Enter key to create paragraphs in your Comment. Otherwise, the Enter key can also be used to add your Comment. (In Mobile, you can just use your Return key to create a new paragraph).

If you want to notify someone directly of your Comment you can do so with an "@mention" (@<theirusername>) within the Comment. You can also @mention any Teams or Locations included in your Discussion, so long as they were added to the Discussion separately (i.e. "Sales Reps", "Vancouver") and not as part of a custom group (i.e. "Sales Reps located in Vancouver").

To Like a Comment, hover over the Comment and then click the heart icon that appears in the top right corner.

To Save a link to a Comment that you want to reference later or share with anyone who is included in that Discussion, click the permalink icon (also in the top right corner).

To Remove a Comment, click the X (also in the top right corner). Only the author or a Moderator can remove a comment. They will also have the ability to view it after it has been removed. 

commentlikelinkbigbox.png

When viewing a Removed Comment, a Moderator will also have the ability to Permanently Delete the Comment (once deleted, a Comment and any related attachments and likes are erased and can no longer be viewed by anyone). However, if an organization has assigned a Mandatory Moderator, then only that person will be given the permission to permanently delete Comments.

TIP: Involved in an important Discussion when another one pops up? Save the hassle of bouncing back and forth between them and instead open your intranet in another browser window. Navigate to the second Discussion then place the windows side-by-side for some split-screen Discussion action.

Adding Attachments in Discussions

Discussions offer rich text chat capability and allow you to share files, therefore reducing the need for email. There is a multiple file upload maximum of 500Mb.*

Supported file formats include:

  • Images and Vectors: .bmp, .gif, .jpg, .jpeg, .png, .tif, .tiff, .eps, .ai, .psd, .cr, .cr2, .nef
  • Video: .3gp, .aac, .avi, .mp4, .mpeg-2, .m4v, .ogv, .webm, .wmv, plus others
  • Audio: .aac, .aif, mp3, .m4a, .ogg, .wav, .wma
  • Documents: .pdf, .docx, .doc, .docm, .dot, .dotm, .dotx, .odt, .txt, .xlsx, .xls, .ods, .xlsb, .xlsm, .pptx, .ppt, .odp, .pot, .potm, .potx, .pps, .ppsm, .ppsx

NOTE—Preview functionality for the above formats may not appear immediately for larger files.

(For more information see File types supported by Jostle)

To select and add attachments

  1. Below the comment field, click "Attach files".
  2. Select the file(s) to upload from your computer.
  3. Enter a Comment and then click the "Add comment" button to add your Comment along with your files to the Discussion. 

To drag and drop attachments

  1. Click and hold on the file(s) in your hard drive that you want to add to your Discussion.
  2. Drag your cursor directly over your Discussion and release your finger to "drop" the files.
  3. The files will automatically attach themselves to your next posted Comment.

TIP: To quickly see what attachments have been shared in a Discussion, scroll up to the Action Bar and click Timeline > Files

*FIOPPA customers (British Columbia and Nova Scotia) have a single file size limit of 10Mb (per each file included in an upload). Users uploading to ShareFile have a single file size limit of 500Mb (same as the maximum size for the total upload).

Replacing a Moderator

If an individual leaves your organization and they were the only Moderator of your Discussion, someone else will need to take over that role. There are two ways that this can be implemented:

Current participant becomes Moderator

If you are a current participant in a Discussion that now has "0" Moderators, you can assume the Moderator role as follows:

1. Open the Discussion and click on Timeline in the upper right corner.

2. On the popover menu, select "Moderators", ensuring the number of Moderators is (0)

NoMod07.PNG

3. On the next screen click on Become Moderator

NoMod05.PNG

4. You should then be taken to a screen indicating you are now the new Moderator.

 

System Administrator assigns Moderator

System Admins are able to assign anyone within their organization to the Moderator slot of any Discussions that currently have no Moderators as follows:

1. In Administration settings, go to Discussions > Discussion without Moderators

2. Click EDIT next to the appropriate Discussion

NoMod01red.png

3. Search for and select the individual to be added as the new Moderator 

NoMod03.PNG

4. The selected individual should then show under the "Current Moderators" heading.

NoMod04.PNG

To learn about Discussions privacy and chat visibility, click here.

 

Discoverable Discussions

A Discoverable Discussion is an option if you want to create a Discussion that isn't limited to select invitees like a Private Discussion but doesn't impose on everyone in your organization like an Org-Wide Discussion.

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Discoverable Discussions will be placed in the Discover category and anyone can browse, view, join and leave these Discussions at their leisure*. If a user opens a Discoverable Discussion and clicks the Join Discussion button at the bottom of the screen, it will move from the Discover Category to their All category, and enable new Comment notifications (red dots).

dd05.PNG

For more on Discussions Categories, see this article.

*As with other Discussions, if someone is added to a Discoverable Discussion as part of a targeted group (eg. "Marketing Team") then they will not be able to leave that Discussion as an individual.

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17 Comments

  • 0
    Avatar
    Elaine Bannerman

    When someone removes a comment from Discussions, this is highlighted via a line of text stating that it has been removed.  

    Is there a way of NOT including this comment?

    Thanks, Elaine

  • 0
    Avatar
    Brad Palmer

    Hi Elaine,

    This is intentional, and we think important. The Discussion timeline is chronologic. It is often used to iterate ideas and keep a historical record of how ideas evolved. Removing all trace of a comment alters the history and can change the context of the comments around it.

    What we do plan to do is to allow comments to be deleted prior to them being "covered" by a comment from another Participant.

    Brad

  • 0
    Avatar
    Stephanie Gibson

    Is there a way to set up email notifications when someone comments on a discussion?

    Thank you,

    Stephanie

  • 0
    Avatar
    Brad Palmer

    Yes.

    Go to your Preferences and dial up your Notifications as you want them. Its the "slider" icon lower left in your Jostle interface.

    Brad

    Edited by Brad Palmer
  • 0
    Avatar
    Jason Mortvedt

    Is there any way to retrieve a discussion after it has been deleted?

  • 0
    Avatar
    Brad Palmer

    No. Deleting is deleting, but only Moderators can do that.

    Brad

  • 0
    Avatar
    Gurdeep Kaur

    Hi 

     

    We currently have an active discussion group however the moderator has left the company and no longer a contributor on Jostle. Currently when given the option to email moderator it is going to HR team (me). But I don't see that discussion, how can I get access to this discussion group so I can make changes?

     

    Please advise


    Regards

    Gurdeep

  • 0
    Avatar
    Brad Palmer

    Hi Gurdeep,

    When a Discussion has a single moderator and that moderator is removed as a Jostle user any of the current Participants can assume the Moderator Role via Edit Discussion (click on the Gear in the Discussion).

    I'm going to get our Support team to dig in and sort out what is going on in this particular case. They will reach out to you via email. Stand by...

    Brad

  • 0
    Avatar
    Brad Palmer

    Also note that System Administrators can go Administrative Settings > DISCUSSIONS view > Discussions without Moderators to check for orphaned Discussions like this.

    Brad

  • 0
    Avatar
    Gurdeep Kaur

    Hi Brad,

    So currently we have a discussion (which I don't see by the time) 'Social Commitee' and one of the particpants (Guri Sanghera) does not see 'edit' option to make herself the moderator.

    Can you have someone at your office call Guri and may be take her through this so that we can working.

    Also, when discussions are set up going to Jostle Auditor which is email HR@centurygroup.ca - what does this mean? This email is a group email. Plus as a systems administrator shouldn't i see ALL discussion yet I don't see this particular one.

    Please advise.

    Regards

    Gurdeep

  • 0
    Avatar
    Brad Palmer

    Hi Gurdeep,

    Thanks for reaching out for some help.

    Discussions are private to those invited to them. System Admins do not get access to all Discussions.

    Only an existing Moderator can add additional Moderators to an existing Discussion.

    For organizations that need extra governance, we have a "Super Moderator" feature that places an ombudsmen type person in all new Discussion. Our Success team can help you understand this option better. It is something that needs to be turned on from our side.

    It sounds like you have imported HR@centurygroup.ca as a user. Probably you want to delete that user.

    Please email your Jostle Success person if you need more help. If you are not sure who that is, please just email success@jostle.me and the right person will pick it up.

    Brad

    Brad

  • 0
    Avatar
    Sam OBrien

    Hi

    Is there any way to order the discussion so the newest is at the top. At the moment everytime a new comment is made in a discussion we have to scroll all the way down to view it and the longer the discussion gets the longer the scroll.

    Thanks

    Sam

  • 0
    Avatar
    Brad Palmer

    Hi Sam,

    There is not a way to swap the order, and adding that would be a huge amount of work.

    But when you arrive in a Discussion is will open where you last were with a blue bar telling you the number of new posts. If you simply click on this blue bar you will be immediately taken to the bottom where you can see the most recent comment.

    Does that solve this for you?

    Brad

  • 0
    Avatar
    Kevin Coutts

    Is it possible for the commenter to edit a comment after the comment has been posted?

  • 0
    Avatar
    Brad Palmer

    Not yet, but we do plan to add this in the future. Today you need to delete and restate it.

    Brad

  • 0
    Avatar
    Kevin Coutts

    Thanks, Brad.

    I don't see how to delete either...perhaps because I'm on the mobile app at present.

    Also, is it possible to make paragraphs in a comment made using the app? (I have found and selected the tick box enabling comments in the desktop version).

  • 0
    Avatar
    Brad Palmer

    You can delete Discussion Comments in the Mobile apps. But in all cases you need to be either the author or a Moderator to be able to do that deletion.

    When typing a Comment on your phone, just hit the "return" key to create a paragraph.

    Brad

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