Getting Started with Ideawake in 15

This tutorial guides you through creating and managing user groups within Ideawake.

1. Open Manage Groups Section

Select "Manage Groups" from the drop-down menu to view and manage existing user groups.

2. Initiate Group Creation

Click on the "Create Group" button to start setting up a new user group.

3. Name the New Group

A Pop-up will appear, Give the group a name , such as "Leadership Team" to identify the new group.

4. Finalize Group Creation

Click the "Create Group" button to save the new group.

5. New Group Created

Your new group will now be listed on the manage groups page.

6. Access User List

There are 2 ways you can add users. Option 1: Click on this icon to add users to the group.

7. Select Users

Click the check box next to the user names to select individuals to add to the group you just created.

8. Enable Access

The selected users will populate here.

9. Add Selected Users

When ready, click the "Add Users" button to include the selected members in the group.

10. Open Leadership Team Group

Option 2: Click on the group you would like to add users to.

11. Access Add Users

Click on the "Add Users to Group" button to add more members.

12. Select users

Follow the same steps as before.

13. Add New Users

Click "Add Users" to finalize adding the selected members to the group.

You have successfully created the a group and added members with appropriate access settings in Ideawake.

This tutorial guides you through creating a new workflow in Ideawake.

1. Open Manage Workflows Section

Navigate and select "Manage Workflows".

2. Initiate Workflow Creation

Click the "Create Workflow" button.

3. Finalize Workflow Creation

A pop-up will appear where you can provide a title to the workflow. Once complete, click on the"Create Workflow" button to save and activate your new workflow.

You have successfully created a new workflow in Ideawake.

This tutorial guides you through creating and configuring a challenge in the Ideawake platform. Note* These settings can be changed after challenge creation at anytime.

1. Start Challenge Creation

Click the "Create +" button to begin setting up a new challenge in Ideawake.

2. Open New Challenges Section

Select "New Challenges" from the drop-down menu.

3. Access Challenge Options

Select the audience who can participate. Only 'participants' who are targeted will be able to see this challenge from the community home page. By default, all community members will have access to participate in your challenge. You can limit participation by searching and limiting access to specific users and groups under the 'Participants' section.

4. Collapse Challenges Brief Section

Click the "Next" button when your audience is all set. This can be changed after the challenge is created.

5. Enter Challenge Title

Next we will begin to add the challenge details. Enter the title for the challenge in the provided text field.

6. Add Challenge Description

Now, Add the challenge description

7. Click Next

When you are all set, click next.

8. Submission form

Here you will see the submission form as well as voting and collaboration settings. We have several different configuration options (what we suggest for best practice are preselected by default). These fields will also show up right under the idea description and can be in the form of short form text, long form text, single select, multi-select (tags), files, images, whatever you’d like. Update the form and desired settings. If you have any questions, please reach out to your customer success rep.

9. Access Anonymous Posting Settings

You can also update the settings to allow users to post or comment anonymously.

10. Configure Submission Visibility

Select visibility settings. This is important if you want users to see other submissions or if you want all submissions to be private.

11. Add New Prize

Here you can add prizes but it is not required. You can skip and add prizes at a later time.

12. Click Next

Click the "Next" button to continue building the challenge

13. View Workflow Explanation

Workflows allow you to define rules for how ideas are collected, evaluated and implemented in your organization. See more here.

14. Post Challenge

You can skip this step and come back to it. When ready, Click the "Post Challenge" button to publish the challenge and make it available to participants.

15. View Challenge Summary

You will now land on your new challenge home page.

You have successfully created and configured a challenge in Ideawake, including participant selection, settings customization, workflow setup, and posting the challenge.

This tutorial guides you through inviting and managing users within the Ideawake platform.

1. Open User Invitation Panel

Click here to open the user invitation panel in Ideawake.

2. Access Send Invites Option

Click "Send Invites" to begin inviting new users to your Ideawake community.

3. Select User Roles

Click "Admin Moderator User Observer" to choose the roles for the users you want to invite.

4. Specify User Roles

Fill "Admin Moderator User Observer" to assign the appropriate roles to each user.

5. Identify Non-SSO Users

Click "These users are Not on SSO" to specify users who do not use single sign-on authentication.

6. Click on Email Field

Enter the email address.

7. Send Invitations

Click "Send Invites Now" to send the invitations to the selected users.

You have successfully invited users and assigned roles within Ideawake. Use the invitation management panel to track invite statuses and manage user access efficiently.

Getting Started with Ideawake in 15 - 30 Minutes

Here’s a quick-start guide to help you launch Ideawake, engage your team, and explore whether the platform is the right fit for your organization.