How to create and configure a Board?

1. Overview

Boards allows admins and publishers to create structured communication spaces within Converse. It supports configurable templates, audience management, publishing workflows, viewer interactions, reporting, and board management for sharing announcements, opportunities, updates, or other structured posts.

2. When to Use

When your organization needs a centralized space to publish announcements or opportunities.
When different teams or users need separate publishing and viewing access.
When publishers need structured post formats with predefined fields.
When viewers need to interact with posts using forms or interest actions.
When admins need visibility into board engagement and post activity.

3. Concepts

Board Details – Basic configuration settings for the board such as name, category, icon, and description.
Template Builder – Section used to configure the structure and fields for board posts.
Template Fields – Input fields publishers use while creating posts inside the board.
Audience – Configuration area used to control board access and visibility.
Publishers – Users who can create and publish posts in the board.
Viewers – Users who can access and interact with board posts.
Call to Action – Interactive options available for viewers such as forms or interest actions.
Posts – Content entries created and published inside a board.
Board Reports – Reports showing post activity, engagement, and interest counts.
Board Actions – Options available for managing boards such as edit, reports, and delete.
Board Categories – Classification used to organize boards based on purpose or content type.

4. Set Up Guide

Step 1: Open Boards

Open the Converse platform.
Navigate to Boards from the main menu.
Click + Create.

Step 2: Configure Board Details

Select the board icon and color.
Enter the Board name.
Select the Category.
Enter the Description.

Step 3: Configure the Template Builder

Review the default template fields:
- Title
- Description
- Image
Drag additional field types into the template area if required.
Configure field settings using the settings icon beside each field.
Reorder template fields if required.
Click Next.

Available field types:

Text input
Rich text
Dropdown
Multi-select
Date picker
File upload

Step 4: Configure Audience

Configure Publishers

Select users under:
- Individual Users
- By Attributes
- Groups
Click Assign To All Users or Add Participants if required.

Configure Viewers

Select users under:
- Individual Users
- By Attributes
- Groups
Click Assign To All Users or Add Participants if required.
Review the selected viewer count.
Click Next.

Step 5: Configure Call to Action

Enable or disable I'm interested if viewers should express interest in posts.
Enable or disable Respond with a form if viewers should submit forms.
Select the required form from the dropdown if form response is enabled.
Enable or disable Email alert on new post.
Click Save & exit.

Step 6: Manage Boards

Open the required board from the Boards page.
Click the three-dot menu.
Select:
- Edit
- Reports
- Delete

Step 7: View Board Reports

Open the required board.
Click the three-dot menu.
Select Reports.
Review the report details:
- Post
- Published by
- Seen by
- Interested
Click Download to export the report.

5. User View

Viewers can access assigned boards from the Boards page. Each board displays the board title, description, number of open posts, and viewer count.

Inside a board, viewers can:

View published posts
Open post details
View uploaded images and formatted content
Access configured template fields
Express interest using the I'm interested option
Access linked forms when configured
View attachments uploaded by publishers

Publishers can additionally:

Create new posts
Publish updates inside assigned boards
View board reports when available
Manage existing boards based on access

6. Reporting

Board Reports

Board reports display:

Post name
Published by
Seen by count
Interested count

Reports can be accessed from the board actions menu using the Reports option.

Users can download reports using the Download button available in the report table.

7. Best Practices

Use clear board names to help users identify the purpose of the board.
Configure only the required template fields to simplify post creation.
Assign publishers and viewers carefully to maintain controlled access.
Use categories consistently across boards for easier organization.
Review call-to-action settings before publishing the board.
Use structured field labels to maintain consistency across posts.
Review audience configuration before enabling email alerts.

Can multiple publishers be assigned to a board?

Yes. Multiple users can be assigned as publishers.

Can viewers submit forms from a board?

Yes. This depends on whether the Respond with a form option is enabled.

Can attachments be uploaded in posts?

Yes. Publishers can upload attachments while creating posts.

Can audience be configured using groups?

Yes. Audience can be configured using Individual Users, By Attributes, or Groups.

Can reports be downloaded?

Yes. Reports can be downloaded using the Download option in the Reports page.

Can boards be edited after creation?

Yes. Boards can be updated using the Edit option from the board actions menu.

9. Version Notes

Last Updated: 27 May 2026

Revision #3
Created 27 May 2026 05:28:31 by Manjula Jagadish
Updated 27 May 2026 08:01:43 by Manjula Jagadish