Add and filter labels on the Q&A board

In this article we cover:  

1. Why use labels
2. How to create labels
3. How to add or remove a label to a Q&A comment
4. Making labels visible to participants
5. How to filter the Q&A board according to labels in:
   • The Dashboard
   • Present view
6. How to sort a filtered list
7. How to share your filtered display list
8. Filtering Q&A comments according to favorites and labels

1. Why use labels?

The feature of adding labels to Q&A comments is to help ease the moderation and management of the Q&A board. You can filter the Q&A board for a specific topic or certain speakers when using labels.

In some Q&A sessions, many comments and questions might come in on various topics. Or different speakers might need to address specific Q&A topics only.

This optional feature enables you to manage your Q&A board according to labels or to create Q&A board lists relevant to specified speakers. When creating labels you can decide what labels are only visible to you the host or moderator and what labels will be visible to participants. 

2. How to create labels

Creating a list of labels can happen before the Q&A board is active or during the Q&A session.

This example is used with Moderation ON. (If moderation was turned OFF, it would only show Published and Archive lists).

From the the Q&A menu in your dashboard, go to the 'Manage Label's icon. 

 Create new labels by typing a label name where it says ‘+ Create new’ and select the correction mark. You can create up to 20 labels.

If you do not see the Manage Labels icon next to the moderation lists, click on the three dots next to it. A drop-down will appear with a ‘Manage Labels’ option.

 It is possible to create more labels, delete or edit the current labels from this menu. Or you can do it later by selecting the ‘Manage labels’ button again.

3. How to add or remove a label to a Q&A comment or question

Once the labels are created, they will be visible to you the host, allowing you to assign them to different questions and comments in the dashboard as needed. To assign a label to a comment in the dashboard, click the label icon next to the comment. A dropdown list of all the labels will appear. Select the checkbox next to the desired label to apply it to the comment. The label will then appear beneath the comment. You can add multiple labels to a single Q&A comment. To remove a label, click the label icon again and uncheck the corresponding box.

4. Making labels visible to participants

In some cases, you may choose to make certain labels (or all of them) visible to participants, enabling them to add a label when they submit a question or comment.

By default, all labels are visible only to you, the host. To allow participants to see and apply a label to their own comments, click the eye icon next to the relevant label. For this session, we want participants to be able to use the "Ideas" and "Inclusivity" labels.

To hide a label from participants view, simply click the eye icon again.

When participants assign a label to their comment remember:

• The participant app will only display labels that the host has made visible.
• If a participant wants to assign a label to their comment or question, they must select it before submitting by pressing 'Send'.
• Participants cannot create new labels; only hosts have that capability. When submitting a comment or question, participants can add only one label. Once a comment is submitted, participants cannot add or modify the label.
• During a session, the visibility of labels for participants can be toggled on or off by the host. Additionally, hosts can remove any labels applied by participants directly from the dashboard.
• If the host hasn’t created any labels or hasn’t made any visible to participants, the option to add a label will not appear in the participant app.

Reminder for hosts:

As a host with Moderation ON, be sure to move Q&A comments to the Published list for them to be visible in the participant app or Present view. Comments in the Needs Review or Reviewed lists are only visible to the moderator in the dashboard. If you want an additional review before displaying comments to participants, you can first move them to the Reviewed list. With Moderation OFF, Q&A comments will automatically appear in the participant app or Present view.

For example, when moderation is ON, a participant's comment will remain unpublished until the host moves it from the Needs Review list to the Published list. Once the Unpublished tag disappears in the participant app, it means the comment has been moved and is now visible in Present view and on all participant screens.

Labels added by participants will be marked with a phone icon in the dashboard, while labels added by the host will not have an icon.

5. How to filter the Q&A board

Method 1. How to filter the Q&A board in the Dashboard

To display a list showing only Q&A comments with specific labels, you need to filter the list first.

More than one label can be used to filter a list.

Example: If I want to only see Q&A comments for Sarah, go to the filter option in the Q&A board and select the Sarah label. A list of Q&A comments that are labeled Sarah will appear. Sarah can now use this list to prep for her speaker slot as she does not have to see all the Inclusivity, Senior Management, or CEO comments. 

If I want to remove the filter, select to close the label next to the filter. The Q&A board will now show all the messages again.

If I want to see all Q&A comments that are addressed to Sarah AND Inclusivity, in the filter option, select the labels Sarah as well as Inclusivity. A display list of comments that are labeled Sarah OR Inclusivity will appear.

Method 2. How to filter the Q&A board in Present View

It is also possible to filter the Q&A board according to labels from within Present view.

When you are displaying comments in the Q&A board in Present view you can filter as follows:

  Move your cursor to the ‘Filter’ button in the top right-hand corner above the comments. When you click on it, the filter and sorting options will appear.

 Click on the drop-down menu next to the word filter – all the labels will appear. 

 Select the label you want to filter it by. Once a label has been selected, it will appear blue with a tick next to it. The Q&A board will now only show comments that are labeled with your chosen option.

 If you want to filter by more than one label, select more labels. The display list will be updated accordingly.

 If you hover over the ‘Filter’ button again, it will indicate how many comments are now displayed with what filters.

In this example the Q&A board has a total of 16 comments, but only 6 of those comments are now being displayed in Present View, and these comments have either an Ideas or CEO label assigned to it. This display list is currently sorted by most likes.

 To remove the filters, click on the X next to the label name again, and they will be removed.

6. Sorting a filtered list in the dashboard and Present view

Remember: After a list has been filtered (according to a label), it can still be sorted in Most recent, oldest, or most liked order in the dashboard. In Present view it can be sorted in Most recent or Most liked. 

7. How to share your filtered display list with speakers & moderators

 Select the share option to create different lists to share with your moderators or speakers.

 Select ‘Create New’ to set up the display list.

 Click on the ‘Message list’ drop-down menu and select what list you want to share from. In our example, our comments are already in the published list as we have moved it there before. So, we select it again.

 Then in our example, we want to sort it according to oldest first. Select ‘Sort’ and choose oldest from the drop-down.

Now we will filter all the comments in the publish list so that we only have comments related to the CEO. From the drop-down menu, select the label you want to filter it from.

 Optional – create a passcode if you want and an extra layer of security. We are going to ignore the passcode in this example.

 Press ‘Save’.

The newly created list will now appear under the ‘Create New’ list option. The bold text will indicate that it comes from the published list, that it is showing the oldest message first and that it is filtered by the CEO label.

You can create as many individual lists as needed. In this example, it will be good to create another list for Sarah and one for Senior Management and share it with them individually.

 Now click on the list. A QR icon and three dots will appear to the right of the list. Select if you want to create a QR code that can be scanned with a mobile camera to open the list in a browser. Alternatively, when you click on the three dots, you can open this list in a new tab or copy the link and send it via email, WhatsApp, Teams, etc. to the relevant speaker or moderator.

 If you do not need this list anymore, you can delete it. Select the three dots again and press ‘Delete’.

8. Filtering Q&A comments according to favorites and labels

Favorite Q&A messages are a quick and handy way for the moderator to identify participants' best questions/ comments.

After you have favorited the comments and added labels, you can create a new list to show only the best comments related to a specific subject or person.

Remember that this display list will only show comments that have both been favorited by the moderator AND has the chosen label assigned to it.