Adding a company.
In the navigation bar, click on “Companies.” Add a new company by selecting the button to the right. The inputted company name will be used for the company and project URLs. Select a company from the list of inputted companies to add company-specific information. If the company site is displayed on the frontend of your platform, please contact technical support. (Companies can also be defined as overriding divisions, topics, etc.).
After you have added the corresponding company, you can choose the heading “Projects” either in the navigation bar or from the company’s site.
Use the button to the right to add a new project. The given project name will be used for the project URL.
Select a project from the list to define a project’s settings.
Specify and upload project images.
You can upload two images to the right. The project image is displayed on the homepage and project overview as a tile. Suggested image size: 1170px by 300px. The project teaser is displayed on the project site. Suggested image size: 1170px by 300px.
Define user groups
Select project users.
In case a particular user group has been invited to or should be excluded from a project, you can define the target group through user attributes.
Define project visibility
Define where your project is displayed. Click on the corresponding checkmarks and save in the upper right:
HOMEPAGE – Your project is displayed on the homepage as a tile.
OVERVIEW – Your project is displayed in the project overview.
SEARCH – Your project can be found using the search function.
Define project status
Adapt the project status.
Choose the appropriate project status from the dropdown menu and save in the upper right:
ACTIVE – Project is visible and available to the chosen target group.
IN PREPARATION – Project is only visible and available to the project manager.
ARCHIVE – Project is visible, but will not be displayed on the homepage.
Define community types
Define who can see your project.
Select the community type from the dropdown menu and save it in the upper right:
OPEN – The project is visible and available to everyone.
CLOSED – The project is only visible and available to invited users or defined user groups.
Determine specific participation requirements and incentives.
Supply project specific participation requirements and incentives in the advanced settings (located above), and save them in the upper right.
Under configuration you can find tagging-settings. There are three options:
ENABLE TAGGING – Enable or disable tagging.
ALLOW NEW TAGS – If this is not active, the user can’t type new tags. There will only be the tags listed in the project tag list. You can find the list in the site navigation under “tags”.
NUMBER OF TAGS – This settles the number of tags a user has to use in a suggestion. Standard is zero.
Every tag has an author and is assigned to a project phase. In the overview you can see how often a tag was used. By clicking the download button all suggestions including a tag can be downloaded.
PREDEFINED – Predefined tags are manager tags. All tags can be made manager tags later on. Use cases are tags that have to be visible all the time.
APPROVED – Use case for the future. Manager have to approve tags before other users can see them. Currently all tags are visible immediately.
Generate and define phases and their progression.
In the heading, select “Settings,” “Project Phases” and then “Phase Name” to name the phase. Click on the checkmark to the right to create a new phase. The phase will show up to the left in the project navigation bar.
Click on the corresponding phase to define the phase’s sequence and content in the appropriate tabs.
SURVEY – The users should fill out a survey.
SUGGESTIONS – The users should post entries and discuss.
VOTE – The users should vote for particular entries.
Create the particular steps by filling out the fields main question/heading, text, and duration, and click “Create.”
The display order of the phases is determined by the defined phase durations.
Click on the survey design, from the filter select the project phase to which you want to add the survey, and add individual questions.
PLEASE NOTE: You can generate project surveys that are meant for the end of a project or phase surveys that are part of a particular phase. To generate a project survey, the filter must be set to “Project”. To generate a phase survey, the filter must be set to the phase. In order for this to be possible, a survey step must already have been created.
Invite users, delete users, or give them a status.
Click on “Users.” Individual users can be found by using the search bar. Use the “+Add new” button to add a user with an email address or username. See a user’s activity and credit status for a project. Adjust the user’s roll through the dropdown list in the corresponding column:
GUEST – A visitor, who is not yet active in the project. Cannot participate in closed projects.
MEMBER – Has been added to the project, can become active in a closed project.
CONTRIBUTOR – Already active in the project.
MANAGER – Has access to the backend of the project.