Knowledge base

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Knowledge base

Learn the platform

Learn the platform

Get to know the platform inside and out.

Challenges

What is a Challenge?

Create a new Challenge

Clone an existing Challenge

Edit a Challenge

Delete a Challenge

Types of Challenge canvases

Assign a Challenge Manager

Assign a Challenge Sponsor

Close a Challenge stage

Limit Idea submissions by group

Add Challenge translations

Create a new Challenge Idea form

Add Idea form translations

Enable Jira on a Challenge

Archive a Challenge

Unarchive a Challenge

Add categories to a Challenge

Add a category field to your Idea form

Types of Challenge Statuses

Save a Challenge as a draft

Open a Challenge stage

Turn on Idea teams on a Challenge

Mark a Challenge as Complete

Reopen a Challenge

Create a private Challenge

Add a canvas to a Challenge

Turn on token granting

Assign an evaluator to a Challenge stage

Assign an evaluator to a Challenge category

Assign an evaluator by Ad hoc

Disable Idea submission on a Challenge

Enable Idea submission on a Challenge

Turn on Idea moderation

Turn on comment moderation

Assign an Idea Moderator to a Challenge

Assign a Comment Moderator to a Challenge

Turn on private messages

Add a rating system to a Challenge

Add a Challenge Agreement to a Challenge

Manage dashboard visibility in a Challenge

Turn on gamification in a Challenge

Configure Idea recommendation settings in a Challenge

Add a banner image to a Challenge

Create an evaluation form on a Challenge

Add a card image to a Challenge

Show Challenges in the Idea app

Add prompt notifications for evaluations

Form a Challenge team

Turn on Challenge teams on a Challenge

Add a stage to a Challenge

Hide Idea creator details on a Challenge stage

Share a Challenge

Add an external or internal link to a Challenge

Add a taxonomy field to a form

What is a taxonomy field?

Upload taxonomy values for a form

Add a Challenge reward

Add attachments to your Challenge

Turn on automatic assignment of Idea Managers

Assign Idea Managers by Challenge

Assign Idea Managers by Category

Assign Idea Managers by Creator's profile field

Automatically progress Ideas in a Challenge stage

Hide other participant's Ideas in a Challenge stage

Automatically create tasks for updating Ideas

Add key metrics to a Challenge

Add an activity stream widget to a Challenge

Add a keyword cloud widget to a Challenge

Add a calls-to-action widget to a Challenge

Turn off private Challenge invitation notifications

Allow Lead Evaluator to grant points during evaluation stage

Add an honorable mention award to a Challenge

Add a recognition award to a Challenge

Add a referral award to a Challenge

Blind Evaluation

Configure Organisation recommendation settings in a Challenge

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Ideas

What is an Idea?

Add a new Idea

Edit an Idea

Delete an Idea

Add a comment to an Idea

Vote on an Idea

Grant tokens to an Idea

Evaluate an Idea

Add a private evaluation comment

Complete a pairwise comparison

Mention someone in a comment

Create a private comment channel

Report an Idea

Report a comment

Moderate an Idea

Moderate a comment

Add a status update to an Idea

Download an Idea to PDF

Move an Idea to another Challenge

Copy an Idea to another Challenge

Put an Idea on hold

Change an Idea creator

Progress an Idea

Fast-track an Idea

Send back an Idea

Reject an Idea

Unreject an Idea

Send an Idea to Jira

Add an Idea anonymously

Show or reveal an anonymous user

Reveal your identity

Translate Idea content

Review Idea evaluation scores

Save an Idea as a draft

Delete your Idea draft

Add an Idea using Copilot

Manage Idea Managers on an Idea

Submit an evaluation decision

Edit your evaluation

Change an Evaluator's role

Change an Evaluator's status

Invite an Evaluator to an Idea

Add team members to an Idea

Request to join an Idea team

Share an Idea

Remove an Idea team member

Add a card image to an Idea

Add a banner image to an Idea

Link similar Ideas to another Idea

Clear Copilot chat history

Complete an Idea

Approve an Idea

Accept request to join a team

Reject request to join a team

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Conversations

What is a Conversation?

Create a Conversation

Add a comment to a Conversation

Configure Conversation comment moderation

Assign a Conversation Manager

Assign a Conversation Sponsor

Delete a Conversation

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Idea Spaces

What is an Idea Space?

Create a new Idea Space

Invite new members to your Idea Space

Remove members from an Idea Space

Add a member group

Remove a member group

Manage pending member requests

Send a custom message to Idea Space members

Turn on gamification in an Idea Space

Override gamification in a Child Idea Space

Turn on gamification for a Challenge in an Idea Space

Add a prefix for Idea IDs in an Idea Space

Create a Child Idea Space

Configure recommendation settings in an Idea Space

Manage dashboard visibility in an Idea Space

Add a card image to an Idea Space

Assign an Idea Space Admin

Assign an Idea Space Manager

Turn on auto-enrolment for an Idea Space

Delete an Idea Space

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Co-creation Communities

What is a Co-creation Community?

Create a new Co-creation Community

Customize your Co-creation Community appearance

Invite new members to your Co-creation Community

Remove members from a Co-creation Community

Add a member group to a Co-creation Community

Remove a member group from a Co-creation Community

Send a custom message to Co-creation Community members

Enable Jira on a Co-creation Community

Turn on gamification in a Co-creation Community

Override gamification in a Child Co-creation Community

Turn on gamification for a Challenge in a Co-creation Community

Add a prefix for Idea IDs in a Co-creation Community

Create a Child Co-creation Community

Resend pending member invites in a Co-creation Community

Add a Personalized URL to your Co-creation Community

Add registration age restriction to a Co-creation Community

Manage dashboard visibility in a Co-creation Community

Configure recommendation settings in a Co-creation Community

Add a card image to a Co-creation Community

Assign a Co-creation Community Admin

Assign a Co-creation Community Manager

Turn on auto-enrolment for a Co-creation Community

Delete a Co-creation Community

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Surveys

What is a survey?

Share your survey

Create a survey

Send your survey via email invitation

Send a survey reminder email

Schedule a survey

View your survey results

Delete a survey schedule

Edit your survey

Edit a survey schedule

Manage surveys

Add a question to a survey

Customize your survey welcome message

Customize your survey thank you message

Survey question types

Make a survey question required

Clone a survey

Survey statuses

Add survey URL redirect

Customize your survey theme

Change your survey background color

Change your survey text color

Add an image to your survey

Add a demographics question

Edit a demographics question

Upload demographics data for your surveys

Show or hide a survey demographic question

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Jen

About Jen

Start a new Jen chat

Continue a previous chat

Add an Idea from Jen

Search platform content using Jen

Ask Jen for more information about a company

Give feedback on Jen's company recommendations

Delete a chat

Rename a chat

Export Jen company results to CSV file

Add an organization Jen recommended

Add a note to an organization from Jen

Supported Scouting

Scouting for companies with Jen

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Portal

What is an organization?

What is Portal?

Add an organization in Portal

Add an organization to a Co-creation Community

Search for organizations

Edit an organization

Follow an organization

Add a note to an organization

Evaluate an organization

Like or unlike a note

Add a comment to a note

Edit a note

Edit a comment on a note

Delete a comment from a note

Delete a note from an organization

Edit your organization evaluation

View your organization activity

Invite people to your organization

Create an organization profile

Resend an organization invitation

Withdraw an organization invitation

Change an organization member's role

Change an organization member's status

Accept an invitation to an organization

Register as an organization

Reply to a comment on a note

Portal Settings

Add Portal Admins

Portal - Remove portal admins

Add a contact to an Organization

Delete contacts from an Organization

Portal List

Invite owners to claim organization

Archive an organization

Organisation: Products and Services

Add a campaign to Portal

Add a private note to a private campaign

Archive a Campaign

Private Evaluation on Campaign

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