Posting in the boards means either 1) creating a new discussion (i.e. the head post of a new discussion thread) or 2) replying in an existing discussion. Here we explain starting a new discussion and ensuring it’s categorized and tagged correctly.
Before you can publish a new discussion post, you’ll need to designate a parent category it will go in — and maybe a child category too — and assign any relevant topic tags. You must use the categories and tags that are available. New categories and tags need to be created by administrators.
1) Understanding categories and tags
Categories provide a two-level hierarchy for organizing discussions: primary and secondary (or parent/child). Parent/child relationships are 1:1, and every category is unique. By contrast, tags provide additional terms to search on, and unlike categories, you can assign tags to multiple discussions across categories.
At minimum, a discussion must have a primary category, and the boards will ensure this. At maximum, a discussion can have 1 primary category, 1 associated child category, and 2 topical tags. Even though you can publish with just a primary category, if there’s a relevant secondary category, and topics tags too, assign all that you can to position your discussions as well as possible.
Note 1: In this beta version of the boards, categories are called “tags” too, but they are organizational tags as opposed to topical. The term “categories” is expected to appear in the interface when the first stable version of the boards software is released. We’ll use the word “categories” now to distinguish them from the actual topic tags.
Note 2: If you need certain topic tags but they don’t exist, indicate them in your post and admins will create and assign them for you. Likewise, categories will probably adjust as the boards grow and popular subjects are realized.
Browsing categories via the “Tags” page
In the Tags view, primary categories are represented by big colored blocks. Secondary categories are listed inside their parent blocks. At the bottom of each block is the latest discussion posted in that primary category. At the bottom of the Tags page, underneath all blocks, is a wrapping list of all available topic tags.
Browsing categories via discussion lists
In the All Discussions view, primary categories and topic tags are listed vertically at bottom of the left sidebar. Categories are listed first and have colored squares by them (the first one being black). Tags are listed underneath categories and all have light gray squares by them.
If you click a given primary category, you’ll be put into the discussions list view for that category and the sidebar will change to show the secondary categories associated with the primary category you’re in. There is no deeper level of categories.
Click any other primary category in the sidebar list and the associated secondary categories will appear similarly.
2) Starting your discussion post
You can add categories to a new discussion post manually or automatically, depending on where you are when starting one.
If you click the Start a Discussion button when in context of the All Discussions or Tags pages, the post editor will open with no categories assigned. You have to add categories manually in this context. In the top of the post editor will be a Choose Tags button. The form will first ask for a primary category, then a child category if options exist, and finally topical tags if they exist.
If you publish the post without manually adding at least a primary category, the system will add the default primary category (“Community projects”) by default, which probably won’t be what you want. However, you can change the categories afterward, when realizing the mistake.
To add categories more automatically, use the sidebar to browse to the category you want, then click Start a Discussion button. If you browse to the secondary category and click the Start button, both the primary and secondary categories in context will be designated as your publish location.
3) Resizing the post editor
he initial popup state of the editor is just to say, “Here I am!” You have control over how to size it.
First, notice the three icons at the top-right of the editor pane, which look like an underscore, double-diagonal arrows, and an ex. These stand for minimize, maximize, and close, respectively. They work as you would expect.
The minimize icon will reduce the editor to a bar at bottom of the screen. Click anywhere in the bar and the editor will return its former size.
You may also hover on the top edge of the editing pane to get a drag icon on your cursor, then drag the top of the editor up to the bottom of the boards header, giving you more editing room.