Create and edit a Q&A board

Add a Q&A board

To add a Q&A board to your project:

1. In the left-hand menu, click Projects.
2. Click on a project to open it.
3. In the project sub-menu, under Participation, click Q&A Boards. This shows all the Q&A boards created for this project.
4. Click on the + icon located on the right-hand side of the screen.
5. Give the Q&A board a Title. This will be publicly visible on your project page.
6. Provide a brief Summary to expand on the title.
7. Add Introduction text to provide users with more context about the Q&A board.
8. The Q&A board includes two default input fields:
   • Question: A short text field limited to 150 characters
   • Elaborate: A longer text field limited to 500 characters
9. You can also add additional input fields if you need to gather more information.
10. Set an End date to determine when this Q&A board will stop accepting new questions.
11. In the Advanced settings section, configure the following options:
    • Allowed submitter: Choose whether anyone or only authenticated users can submit questions.
    • Question voting: Configure how users can vote on questions with options to allow up voting only, allow up and down voting, or disable voting.
    • Who can vote: Choose which users have permissions to vote on questions
    • Question moderation: Determine how new questions are moderated by selecting "Requires approval" or "Published".
12. When you're finished, click Publish.

View and respond to questions

Once your Q&A board is published, community members can submit questions. As an administrator, you can view and respond to these questions:

1. Navigate to your project and select the Q&A board you want to manage.
2. Click the Questions tab to see a list of all submitted questions.
3. The list displays each question with the following columns:
   • ID: The unique identifier for the question
   • Responded?: Shows "Yes" or "No" to indicate if a response has been provided
   • Question: The text of the submitted question
   • Elaborate: The additional details provided by the submitter
4. Click View on any question to open the moderation screen.
5. From the moderation screen, you can:
   • Review the question details
   • Publish or reject the question
   • Provide an official response
6. After providing a response, click Publish to make both the question and response visible to the public.

Edit a Q&A board

To edit an existing Q&A board:

1. In the left-hand menu, click Projects.
2. Click on a project to open it.
3. In the project sub-menu, under Participation, click Q&A Boards. This shows all the Q&A boards created for this project.
4. Scroll to the relevant Q&A board, and click on the ellipsis on the right-hand side for more menu options.
5. Click Edit.
6. Alternatively, click on the Q&A board you want to edit, then click the Edit tab.
7. When you're finished making your changes, click Publish.

Q&A board reporting

The Q&A board includes built-in reporting capabilities to help you track engagement:

1. Navigate to your Q&A board and click the Report tab.
2. The reporting dashboard displays various widgets, including:
   • Questions submitted: Shows the total number of questions received
   • Additional widgets for each input field on your Q&A board
3. You can export this data by clicking the Export button in the upper right corner.

Additional options

The Q&A board offers several additional management options accessible via the "more..." menu:

• Export submissions: Download all questions and responses in an Excel format
• Clone: Create a duplicate of the Q&A board
• Revisions: View the history of changes made to the Q&A board
• Embed: Get code to embed the Q&A board on an external website
• Delete: Permanently remove the Q&A board

Notifications 🔔 

The Q&A board generates notifications to keep both administrators and community members informed:

• When a new question is submitted that requires moderation, reviewers and project managers receive a notification.
• When an administrator publishes a question, the person who submitted the question receives a notification.
• When an administrator responds to a question, the person who submitted the question receives a notification.