Edit a channel

1. Click on Admin and then on the channel, you want to edit. This leads you to the general settings of the channel. 

General Settings overview 

Design 

1. To make a change in the Design section, click Edit next to the field you want to edit. Click Publish in the upper right corner once you are ready to confirm your action. 

Here you can edit the following:

• Title - Edit the title of your channel
• Card - Choose how your channel will be displayed to members
• About page - Choose a layout, card image and describe your channel

 

Channel team 

1. Click Channel team in the top navigation.

2. Click Add next to the team you want to add a member to. You can add team members to the following teams:

• Channel admins - Choose who is responsible for managing the channel
• Owners - Show members who are supporting this channel
• Contacts - Decide who members can contact for support

4. Search for the users you want to add, then click Add owners (or Add admins / Add contacts) to confirm your selection. 

 

Settings

1. Click Settings in the top navigation.

2. Here you can edit the following: 

• Access - Control who can access this channel
• Space - Organise and group your channels e.g. business unit or use case
• Featured - Show channel on top of all channels
• Channel State - Open, close or archive a channel
• Statuses - Choose whether to use all platform statuses or only those you select
• Blinded submission - New submissions will keep the author's identity hidden from users and evaluators

 

Process settings 

1. Click on Process in the left side navigation. 

 

Stages

The first section are the stage settings. Here you can change the following:

• Stage title - Give a stage a title (e.g. idea collection, screening, maturation. etc.).
• Stage description - Describe what will happen on each stage of the process.
• Active stage - Set the active stage. All ideas will by default be submitted to the active stage.
• Delete stage - You can only delete a stage, that isn't the active stage. 

 

Submission 

In this section you can edit anything related to idea submission:

• Submission form - Create the form users complete to submit their ideas.
• Submission deadline - Set a deadline for idea submission on a stage. 
• Who can submit posts? - Decide which users can submit posts on a stage.
• When can authors edit posts? - Decide, when idea authors can edit their ideas.

 

Collaboration

In this section you can edit the following:

• Likes - Decide if users can like ideas on a stage.
• Comments - Decide if users can comment on ideas on a stage.

 

Evaluation

In this section you can edit the following:

• Evaluation form - Define the criteria ideas are evaluated on.
• Teams - Add evaluators and the ideas they should evaluate.
• Evaluation status - Enable or disable evaluations.
• Evaluation deadline - Choose until when ideas can be evaluated.
• When can evaluators see results? - Decide if evaluators can see the results of other evaluators.
• Heatmap - Create a heatmap to visualise your evaluation results.
• Allow evaluator comments  - Allow evaluators to comment on ideas in this stage.
• Auto-assign - Auto assign ideas to evaluation teams.

 

Automation

Automations allow you to set up rules that trigger specific actions based on the answers provided in an idea submission form or an evaluation form. This helps reduce manual work and keeps your workflow running smoothly.

With Automations, you can automatically:

• Move an idea to a different stage

• Update the status of an idea

• Assign an idea to an evaluation team

• Update a form field in the idea subimission form

• Send notifications to users

• Change the author of an idea

 

 

 

 

Submission form 

1. Click on Submission form in the left side navigation. 

2. Here you can see an overview over your submission form. The overview shows which fields are available, editable, required, or hidden in each stage, making it easy to control how submissions can be viewed and updated throughout the process.

 

Edit Submission form

1. To edit the fields of your submission form, click on Edit form in the upper right corner. Here you can do the following: 

• Add new fields to the form
• Remove existing fields from the form
• Rearrange the order of the fields

 

Add fields

1. To add a new field, click Add field in the bottom of your form and then select which type of field you would like to add to the form in the left menu. 

2. Now name the field and add any necessary options, etc.

 

Remove fields 

1. To remove a field, click hover over the field you would like to remove and then click on the three dots. 

2. Now click Remove field and then Delete to confirm your action.

 

Rearrange order

1. Hover over the field you want to rearrange and click on the six dots that appear to the left of the field.

2.  Then drag and drop the field to its new position. 

 

Save changes

1. Click Save in the upper right corner, once you are ready to confirm your actions. 

 

 

We hope this article has been useful for you.

If you need more help, feel free to reach us:

support@nos.co