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Create your first Challenge

In this tutorial, you'll learn how to create your first Challenge. This tutorial is intended for Admins and Managers. It assumes you have basic knowledge of:

By the end of this tutorial, you'll be able to:

Create a Challenge from scratch
Configure a Challenge workflow
Submit a Challenge

Before you start

Before you start the tutorial, there are a few things to check:

You'll need permission to create a challenge by being a platform, Idea Space, or Co-creation Community Admin or Manager.
You or your Admin has created a Challenge Idea form for both Idea submissions and Idea development.
You have completed the Challenge planning checklist.

1. Open the Challenge Builder

You’ll need to open the Challenge Builder to start creating your Challenge.

From the platform home page

Go to your platform home page.
In the navigation bar, click Create and then select Challenge.
In the pop-up window, click Create a blank challenge.

From an Idea Space

Go to your Idea Space.
Click Manage and then select Add Challenge.
In the pop-up window, click Create a blank challenge.

From a Co-creation Community home page

Go to your Co-creation Community home page.
In the navigation bar, click Create and then select Challenge.
In the pop-up window, click Create a blank challenge.

2. Configure the General settings

Add a banner and card image

Personalize your Challenge by adding a custom banner and card image.

Click Banner Image and upload or select an image.
Click Card Image and upload or select an image.
Click Close.

Tip: The recommended image size for the banner is 1225x290 and for the card image 218x64.

Enter the Challenge details

Enter all the required details for your Challenge.

Under Title, enter the title of your Challenge.
Under Description, enter the description of your Challenge.
Under Keywords, add any keywords that relate to the Challenge.

Set the recommended settings

For the rest of the General tab settings, set them to the following:

Select categories: Don’t select any categories.
Do you want to display the workflow on your Challenge: Select Yes.
Select the Challenge rating system: Select Thumbs Up/Down or your preferred rating system.
Select the level of details for users in the ideas ratings: Leave set to All voter details and voting decisions.
Enable tokens: Select No.

3. Configure the Workflow

Set the recommended settings

For the basic Workflow tab settings, set them to the following:

Build the Challenge workflow: Select Phased so each stage opens and closes consecutively and ideas move through the stages together.
Teams: Select Idea Teams so users can form an Idea team.
Select who can see archived Ideas for the Challenge: Select Everyone.
Select the default view for archived Ideas for the Challenge: Leave unselected.
Manage Permissions: Leave set as Everyone or select who can submit Ideas to the Challenge.

Create the workflow skeleton

Before you configure the workflow stages, you need to add additional stages to form the workflow skeleton.

Scroll down the page until you find the workflow stages.
Click the Plus and select Evaluate.
Rename Evaluate to Initial Evaluation.
Under the Initial Evaluation stage, click the Plus again and select Develop.
Under the Develop stage, click the Plus again and select Evaluate again.
Rename Evaluate to Final Evaluation.

You will now have a workflow skeleton containing the following stages in order:

Gather
Initial Evaluation
Develop
Final Evaluation
Completed

Note: If your stages are in the wrong order, you can reorder them by dragging each stage up or down the list.

Configure the Gather stage

For the Gather stage, click Configure and set the following settings:

Stage settings
- Selected Forms/Available Forms: Drag and drop the Idea submission form for your Challenge.
- Select Canvas: Select None or the canvas you want to use.
- Begin collecting Ideas: Select At selected date/time and choose when the Challenge stage should open for submissions.
- Stage closes: Select On selected date/time and choose when the Challenge stage should close for submissions.
- Send confirmation when an Idea is added: Select Yes to send a confirmation to the Idea creator.
- Allow Teams: Select No, or Yes so Idea creators can form Idea teams.
- Private Comment Channels: Select No.
- Select custom stage color: Use the color picker to set a custom color for this stage.
Progression settings
- Automatically progress ideas: Leave unselected or select it and configure your auto-progression criteria.

Configure the Initial Evaluation stage

For the Initial Evaluation stage, click Configure and set the following settings:

Stage settings
- Can creators edit their Ideas at this stage: Select No to prevent edits to ideas under evaluation.
- What Ideas can Challenge participants view: Select All Ideas.
- Select custom stage color: Use the color picker to set a custom color for this stage.
Evaluation criteria
- How do you evaluate Ideas: Select By Challenge.
- Define criteria: Select your preferred rating scale and click Add criteria to add your criteria.
Evaluators
- Evaluators are assigned by: Select Challenge.
- Select Evaluators: Enter a user's name of who will be your evaluators and select them from the list.
- How many days do Evaluators have to evaluate an idea: Enter 14 or your preferred number of days.
Progression settings
- Automatically progress ideas: Leave unselected or select it and configure your auto-progression criteria.

Note: Your evaluators must already have an account on the platform or co-creation community, and or be part of your Idea Space.

Configure the Development stage

For the Development stage, click Configure and set the following settings:

Stage settings
- Selected Forms/Available Forms: Drag and drop the development form for your Challenge.
- Must creators confirm they have updated their ideas: Select Yes.
- Select Canvas: Select None or the canvas you want to use.
- How many days do Creators have to evaluate an idea: Enter 14 or your preferred number of days.
- Allow Teams: Select No, or Yes so Idea creators can form Idea teams.
- What Ideas can Challenge participants view: Select All Ideas.
- Select custom stage color: Use the color picker to set a custom color for this stage.
Progression settings
- Automatically progress ideas: Leave unselected or select it and configure your auto-progression criteria.

Configure the Final Evaluation stage

For the Final Evaluation stage, click Configure and set the following settings:

Stage settings
- Can creators edit their Ideas at this stage: Select No to prevent edits to ideas under evaluation.
- What Ideas can Challenge participants view: Select All Ideas.
- Select custom stage color: Use the color picker to set a custom color for this stage.
Evaluation criteria
- How do you evaluate Ideas: Select By Challenge.
- Define criteria: Select your preferred rating scale and click Add criteria to add your criteria.
Evaluators
- Evaluators are assigned by: Select Challenge.
- Select Evaluators: Enter a user's name of who will be your evaluators and select them from the list.
- How many days do Evaluators have to evaluate an idea: Enter 14 or your preferred number of days.
Progression settings
- Automatically progress ideas: Leave unselected or select it and configure your auto-progression criteria.

Configure the Completed stage

For the Completed stage, click Configure and set the following settings:

Stage settings
- Select custom stage color: Use the color picker to set a custom color for this stage.
- Enable outcomes: Select No.
- What Ideas can Challenge participants view: Select All Ideas.

4. Configure the Social settings

For the Social tab settings, you can configure if your Challenge should be public or private, whom to share the Challenge with, Idea and comment moderation, and which Challenge blocks you’d like to display on the Challenge.

5. Submit your Challenge

Give your Challenge one final review and then click Submit Challenge to make it live.

Summary

In this tutorial, you learned how to:

Create a Challenge from scratch
Configure a Challenge workflow
Submit a Challenge

Next steps

Consider completing some other common tasks, such as: