Once Cross-Board Posting is enabled, the “Create Post” button appears on the homepage, category pages, and group hub pages. Members can start writing without navigating to a specific board first.
Step
What to do
Notes
1
Click “Create Post” from the homepage, a category page, or a group hub page
Button is only visible when the member has post permission on at least one board
2
The board picker opens
Shows: a “Search boards” field, a “CURRENT BOARD” section (pre-selected board), and an “ALL BOARDS” section
3
Browse or search for a board
Categories show a folder icon with › expand arrow. Click a category row to expand and see its boards. Direct boards (Blog, KB, Ideas, Events, Forum) show coloured icons.
4
Select a destination board
The “Posting to:” pill at the top updates to show the selected board
5
The standard post editor opens
All board-specific settings apply: required fields, tags, polls, moderation workflow, AI moderation
6
Write the title and body
Full rich text editor with all community posting features (attachments, @mentions, formatting, tables, code blocks)
7
Click Publish
Redirected to the newly created post. Post goes through the destination board’s moderation workflow.
Note: Destination board selection happens before the post editor loads. This is required because the editor template, custom fields, poll eligibility, tags, and autosave are all board-specific and require the destination board to be known first.
5. Board picker behaviour
Understanding how the picker is organised helps members find the right board quickly.
Element
How it works
“Search boards” field
Type-ahead search. Filters the list in real time as the member types. Blue focus border highlights the active field.
“CURRENT BOARD” section
Shows the pre-selected board at the top of the picker with a blue dot indicator. When the CTA is clicked from within a specific board page, that board appears here. Member can change it.
“ALL BOARDS” section
Lists all accessible destination boards. Categories appear as expandable folder rows (grey folder icon + › chevron). Click a category row to expand it and see the boards inside.
Board-type icons
Forum = blue square, Blog = green, KB = teal/grid, Ideas = orange lightbulb, Events = red calendar. These help members understand what kind of content they are creating before selecting.
“Show More” link
The picker initially shows a subset of boards. Click “Show More” to load additional boards. Useful for communities with many boards.
“Only boards you have access to are shown.” footer
Always displayed at the bottom of the picker. Permission-restricted boards, private group boards for non-members, and read-only boards are excluded automatically.
Switching boards after writing
Members can change the destination board using the “Posting to:” dropdown after writing. Title and body are preserved. Board-specific fields (tags, custom fields, poll settings) reset for the new board. A toast notification informs the member.
Note: Destination board selection happens before the post editor loads. The editor template, custom fields, poll eligibility, tags, and autosave all require the destination board to be known first.
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