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 a label to a Q&A comment
4. How to unassign a label
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 new 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, there might be many comments and questions coming in on various topics. Or there might be different speakers needing to address specific Q&A topics only.

This feature enables you to manage your Q&A board according to labels or to create Q&A board lists relevant to specified speakers.

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).

 Once inside the Q&A menu in your dashboard, go to the list where your newly received Q&A messages are currently in. In most instances, it will be in the ‘Needs review’ list.

 Click on the ‘Manage Labels’ icon in the top right.

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.

 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.

 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 a label to a Q&A comment or question

Once you have created your labels, they will automatically appear at the bottom of each Q&A comment. Simply click on the relevant label name, and it will instantly be assigned to that comment. (The label name will now appear in blue to indicate that it has been assigned.)

Multiple labels can be added to one Q&A comment.

4. Unassign a label

To unassign a label simply click on the label name again, and it will return to white to indicate that it has been removed.

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. (The selected label will appear in blue next to the filter drop-down). 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 13 comments, but only 10 of those comments are now being displayed in Present View, and these comments have either a Senior Management, 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

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

A. Sorting in the Dashboard:

B. Sorting in Present view

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.