To get the most out of the effectiveness and efficiency that Loomio offers, you may want to manage the discussion threads and the communications they contain.
While some of these actions are taken from within threads, we’ll start outside the threads, on any page where threads are listed (Group, Unread threads, or Recent threads page).
Understanding thread previews
To help you stay on top of everything, the thread preview is a quick glance at the some important details about a thread. Thread previews appear on any page that lists threads.
- The title
- Who first authored it - the picture or initials to the left of the title
- If it has an active proposal or poll - a relevant visual/graph will replace the author
Note: your participation (eg, Agree) is superimposed on this graph. A question mark indicates you have not participated
- What group or subgroup it is in - just below the title
- How many comments or votes - X replies
- If there has been activity that you haven’t seen yet - yellow stripe on the left
- How many of these you have yet to see - Y unread
- When the last comment or vote was submitted - Last active Z ago
You can access a number of options by selecting the three horizontal dots (⋯) to the right of a thread’s title , opening the thread preview options. The following administrative actions are taken from those options (only on pages that list threads).
If you are a coordinator, you can pin comments to order them and make them easier to find. Pinned threads will appear above your other threads and will be ordered by latest activity within their group and organization.
You can easily pin or un-pin from the thread preview options, but only from the Group page.
To keep the list of discussions on your group page relevant, you can close threads which people don’t need to see.
To view closed threads, first navigate to the relevant group page. You will need to use the drop-down just under the Threads tab to change the thread filter from its default of open.
Choose “closed” to view all your closed threads in the thread filter.
Re-opening a closed thread is done from within the thread’s page – again, the three horizontal dots (⋯). See organizing threads for a depiction.
Options within threads
Threads are easily updated and edited by those with permission to by clicking edit.
Tip: Double-clicking a thread context also opens the context editor.
Learn more about thread contexts here.
Thread Options and Organizing threads
The following administrative actions may be taken from within the thread, and in some cases from pages that list threads (thread preview options). To find these options, go to the page of the thread in question and use the ⋯ three horizontal dots to the right of the basic thread actions at the bottom of the context.
Category tags (or just “tags”) let you group any number of threads by categories that you define. You can use them to make it easy to find threads of a certain type or topic.
To apply a tag to a thread, go into the thread’s options and choose Category tags. Create a new tag by typing in the form, or select the desired tag(s) from the dropdown list of tags that your group already uses. Finally, click Save.
Removing category tags
Access the Category tags in the same way as above, but then click the x to remove the tags you do not want and then save.
Navigating using category tags
You can click on tags from within threads or use them from your group page; learn more about sorting threads by tag.
You may want to move threads between groups and subgroups to keep things organised. To do this, select move to group from the additional options
If you’re the admin of a group you can delete any thread – or comments in any of the threads – in the group.
If you started a thread, you can delete that thread, but only your comments within it.
Invite guests to thread
Consult an expert or external party while keeping relevant communications all in one place: Invite them to a specific thread by using invite people, at the bottom of the thread’s context. They won’t get access to any other threads in your group, just this one. They do not need to already have a Loomio account, and they can participate by email just like all Loomio users. If you do want them to be in the group, then invite them to join from the group page.
Administering comments and decisions
The following are achieved from any comment by first clicking on the three horizontal dots (⋯) at the bottom-right of the comment, proposal, or poll in question.
You can delete your own comments at any time.
Again, an admin can delete any comment.
Select delete from the comment’s options (⋯).
Sometimes a comment is useful, but off-topic for the thread; it may be a short conversation took place that would have been better held in another thread or subgroup. In this case you will want to move one or more related comment(s) and replies by selecting move item in the comment’s options (⋯). This will allow you to select any number of thread items, including polls or proposals. You can then add them to a pre-existing thread of your choice, or start a new thread.
Pin to timeline
The timeline helps you and your group to quickly access content (conversations, questions, decisions…). It is a visual, interactive history of key events, processes, or milestones that helps your group to understand how a conversation evolved over time or to review how a given outcome came about.
To facilitate this, comments with headers, proposals, and polls are automatically added to the timeline as links. Clicking these links take you directly to this item in the thread.
Add, remove, or edit timeline items
To add, remove, or edit timeline items, either click the word pin or unpin at the bottom-right of any comment, proposal, or poll.
To edit the words used in the timeline: unpin and then pin it again; this will give you the opportunity to reword the text that appears as a link in the timeline.
Tip: Highlight the words that you would like to use as the text in the timeline
From the thread options (⋯), choose print. Then use your browser’s ability to “save to pdf”, or copy and paste it into the file or repository of your choosing.
Just under the thread title you can click Seen by to see who has or has not seen the thread.
You can check if someone has been sent an email notification about a thread, decision, or comment. Additionally, you can see if they have opened this notification email or if they saw it on Loomio.
For comments and threads
In the extra options you find from the three horizontal dots (⋯), click Notification history.
For proposals and polls
Click on invite people to vote under the Results section of your proposal or poll, and then click History to see who has been invited to – and who has viewed the notification of – your proposal or poll.
Here’s how it looks if you sent some notifications: