1. Tracking Progress in the Overview Tab
The Overview section under the Manage tab provides a high-level dashboard of your collection's health.
Monitor the Workflow: Use the Ideas per step bar to see how many suggestions are in each stage (e.g., Inbox, Qualify, Crowdvoting, etc.).
View Engagement Stats: Check the Most comments and Most contributions lists to identify your most active participants.
Analyze Trends: Review the Wordcloud to quickly see the most common themes and topics appearing in your collection.
2. Adjusting Collection Settings
Within the Overview dashboard, you can modify essential administrative details:
Access Level: Click the Access button to toggle between Managers (restricted), Contributors (standard), or Closed.
Folder Location: Click the Folder button to move the collection to a different category (e.g., from "Customer Service" to "Internal Idea Challenges").
Manage Managers: Click the Managers icon to add or remove team members who have administrative rights over the collection.
3. Editing Content and Branding
Switch to the Edit tab at the top of the page to change how the collection appears to users.
Update Title & Description: Edit the main challenge question and provide clear context in the description box to guide your contributors.
Manage Attachments: Use the Attachments section to upload images or documents that provide further context for the challenge.
Cover Image: Update or remove the main visual for the collection to keep it visually engaging.
4. Sharing Your Collection
Navigate to the Share sidebar menu to choose how you want to invite participants and where the collection should be featured:
Link & QR-code: Activate the public link or download the QR code for easy physical or digital distribution.
Email Invites: Send direct invitations with a custom subject line and message to specific users.
Email Contributions: Enable a dedicated email address so people can submit ideas directly via their email inbox.
Page Assignment: Use the Page dropdown menu to select which specific page on the organization's start page this collection should appear on (e.g., "Internal idea challenges"). This ensures users can easily find the collection when they first log in.
5. Utilizing AI Summaries
To keep stakeholders informed without manually reviewing every suggestion:
Navigate to the Summaries section in the sidebar.
Click Generate AI Summary to create a concise report of the current ideas and insights collected.
View or delete previous summaries from the historical list provided.
Tips for Managers
Visibility: If you assign a collection to a Page, ensure that the intended contributors have the necessary permissions to view that specific page.
Direct Access: Deactivating a shareable link makes it immediately inaccessible; reactivating it will generate a brand-new link.