This article will help you to
 

• create a new channel from scratch
• use channel templates to create a new channel

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1. Click on Admin in the upper right corner and then on Create new channel.

2. Decide if you want to set up your own channel or choose one out of 3 channel templates. You have the option to choose between Innovation Challenge, Idea Campaign, or Continuous Improvement.

Create a new channel from scratch

1. Select Blank Channel and then click on Create Channel.

2. Now give your channel a title and select in which space you want the channel to show up. 
Then click on Create channel.

3. Now you can adjust the channel settings to your needs. 

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. Click on Edit form in the upper right corner.

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

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

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

5. Now you can control the permission of form fields at each stage of the process by managing:

• Which fields are required.
• Which fields can be edited.
• Which fields are visible.

Use channel templates

1. Select a channel template and then click on Create channel.

2. Give your channel a title and then click on Create channel.

3. Now you can adjust the channel settings to your needs. 


 

We hope this article has been useful for you.

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

support@nos.co