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
- 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
- Challenge workflow configuration options
- Disable share idea page
- Challenge Exports
- Challenge Admin Role
- Send Message to Challenge Participants
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
Conversations
Communities
- What is a Community?
- Create a community
- Add a Child Community
- Managing Members in a Community
- Customize your Community appearance
- Override gamification in a Community
- Turn on gamification for a Challenge in a Community
- Delete a Community
- Override organization profile permissions in a Community
- Allow organizations in a Community
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
- 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
Jen
- About Jen
- Start a new Jen chat
- Continue a previous chat
- Add an Idea from 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 to Portal or Campaign
- Add a note to an organization from Jen
- Supported Scouting
- Scouting for companies with Jen
- Jen Research and Trends
Portal
- What is Portal?
- Add an organization in Portal
- Search for organizations
- Portal Settings
- Add Portal Admins
- Portal - Remove portal admins
- Portal List
- Invite owners to claim organization
- Archive an organization
- Add a campaign to Portal
- Add a private note to a private campaign
- Archive a Campaign
- Private Evaluation on Campaign
- Create a campaign template
- Edit a Campaign Template
- Using Campaign Templates
- Campaign Tasks
- Linking a challenge to a campaign
- Portal Roles
Organizations
- What is an organization?
- Add an organization to a Community
- Save an Organization to a Community
- Delete a note from an organization
- Edit an organization
- Follow an organization
- Like or unlike a note
- Edit a note
- Delete a comment from a note
- Add a note to an organization
- Add a comment to a note
- Evaluate an organization
- Edit your organization evaluation
- 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
- Reply to a comment on a note
- Edit a comment on a note
- Accept an invitation to an organization
- Register as an organization
- View your organization activity
- Add a contact to an Organization
- Delete contacts from an Organization
- Organisation: Products and Services
- Add a Resource to an Organisation