Modify Your Site
This section covers working with the Site Editor to add or modify pages on your site, as well as localization, site theme and branding, and setting up site security.
- Getting Started
- Data Driven Innovation
- FAQs
- Communities and Challenges
- Creating Communities and Challenges
- Communities versus Challenges
- Create a Community
- Overview: Challenges
- Framing a Challenge
- Creating a Challenge using the Challenge Wizard
- Challenge Overview Page/Challenge Home Page
- Viewing Challenges
- Working with Challenge Templates
- Configuring Challenge Phases
- Setting Challenge Status
- Archived Challenges
- Display/Remove Challenges or Ideas in Other Communities
- URL Customization
- Site Launch Checklist
- Types of Challenges
- Challenge Access
- Resolving Challenges
- User Experience
- Creating Communities and Challenges
- IdeaPlace Notifications
- Email Templates
- Email Template Overview
- Challenge Email Templates
- Challenge Update Email
- Idea Submission Email Templates
- Administrator and Moderator Spam Filter Templates
- Comment Email Templates
- Content Management Email Templates
- Disable All Email Templates
- Email BCC for Data Retention
- Email Template Variables
- Idea Graduation Email Templates
- Miscellaneous Email Templates
- Share With email template
- Store Email Templates
- Task Email Templates
- User Email Templates
- Overview: My Inbox
- Setting Up Notifications
- Email Templates
- User Management
- Configuring User Experience
- IdeaPlace Single Sign-On (SSO)/Integrated Authentication Overview
- Permissions
- Roles
- User Access/Registration
- Access Settings
- Adding and Removing User Access
- User Creation, Access Setup and Role Assignment
- Importing Users, Ideas, and Comments
- Changing Site Access/Removing Membership Access for a Challenge or Community
- Locking Users in Bulk
- Adding Custom Roles in Planview IdeaPlace
- Excluding Users from Leaderboards
- Steps to Take if a User Forgets Their Password and Is Locked Out
- IdeaPlace Registration Modes
- User Registration Requirements
- Creating a Custom Registration Form
- Logging in/Customizing the Login page
- Connection Time Out
- Idea Management
- Idea Lifecycle
- Idea Graduation
- Categories
- Overview
- How to Add a Category from within a Challenge
- How to View Current Categories on the View Ideas Page
- How to Edit or Delete a Category from within a Challenge
- Category Moderation
- How to Add a Category from within a Community
- How to Link a User to the Post Idea Page with Category Pre-selected
- How to Follow a Category
- Frequently Asked Questions
- Tasks and Metrics
- Machine-learning Idea Features
- Import Ideas
- Bulk Actions
- Idea Implementation through the IdeaPlace-AdaptiveWork Integration
- Idea Implementation through the IdeaPlace-Portfolios Integration
- Idea Implementation through the IdeaPlace-ProjectPlace Integration
- Idea Tags
- Idea Teams
- Idea Trading
- Special Features
- Modify Your Site
- Engagement
- Technical Information
- Current Month's Release Notes
- IdeaPlace Release Note Archives
- June 2023 Release Notes
- May 2023 Release Notes
- April 2023 Release Notes
- March 2023 Release Notes
- February 2023 Release Notes
- December 2022/January 2023 Release Notes
- October/November 2022 Release Notes
- August/September 2022 Release Notes
- June/July 2022 Release Notes
- April/May 2022 Release Notes
- February/March 2022 Release Notes
- December 2021/January 2022 Release Notes
- October/November 2021 Release Notes
- August/September 2021 Release Notes
- June/July 2021 Release Notes
- May 2021 Release Notes
- April 2021 Release Notes
- March 2021 Release Notes
- January and February 2021 Release Notes
- December 2020 Release Notes
- November 2020 Release Notes
- October 2020 Release Notes
- September 2020 Release Notes
- 4.0/Fall 2017 Release Notes
- 4.1/Winter 2018 Release Notes
- 4.2/Fall 2018 Release Notes
- 4.3.0 Release Notes
- 4.3.1 Release Notes
- 4.3.2 Release Notes
- 4.4.0 Release Notes
- 4.4.1 Release Notes
- 4.4.2 Release Notes
- 4.4.3 Release Notes
- 4.4.4 Release Notes
- 4.4.5 Release Notes
- 4.4.6 Release Notes
- 4.4.7 and 4.5 Release Notes
- 4.5.1 Release Notes
- TeamTap Release Note Archives
- June 2023 Release Notes
- May 2023 Release Notes
- April 2023 Release Notes
- March 2023 Release Notes
- February 2023 Release Notes
- December 2022/January 2023 Release Notes
- October/November 2022 Release Notes
- August/September 2022 Release Notes
- June/July 2022 Release Notes
- April/May 2022 Release Notes
- February/March 2022 Release Notes
- December 2021/January 2022 Release Notes
- October/November 2021 Release Notes
- Maintenance and Upgrades
- Sunsetting Support for Legacy Excel Reports
- Planview Sunsets IE11 Support
- REST API
- Ensuring that IdeaPlace can send email on behalf of your email domain - SPF Records
- Field Posting Limits / Character Count
- Fixes, Tips and Workarounds
- Planview IdeaPlace System Architecture
- Best Practices
- End-User Articles
- What is IdeaPlace?
- IdeaPlace User Guide
- User: Tips for Posting Ideas
- User: Participating in Challenges
- User: Searching for Ideas
- User: Track Ideas
- User: Idea Commenting
- User: What is the Activity Stream?
- User: Idea Graduation
- User: Profile Functions
- User: Edit Profile
- User: How to Vote with Pairwise
- User: Uploading Files to IdeaPlace
- User: Existing Review Commenting
- User: How to Place a Store Order or Bid in an Auction
- User: @mention people in content
- User: Accessibility Compliance/Section 508 Support
- User: Blogs
- User: Predictions
- User: Star Voting
- Tribal Knowledge
- IdeaPlace Exchange customer drop-in Sessions
- Access and User Import
- API Use Cases and Endpoints
- Building a Challenge Pipeline
- Challenge Moderation
- Challenge Question, Communications, and Incentives
- Challenge Templates and Use Cases
- Configuring Challenge Phases and Stages
- Expert Review
- Public Access Settings - Self Registration
- Site Editor
- User Attributes
- User Management and Access Settings
- Reporting - Planview IdeaPlace Analytics Embedded Solution
- Custom Fields Values - Updating the SpigitModel
- Planview IdeaPlace Analytics Update
- Standard Reports in Insights/Power BI
- November 2021 PBIX Updates
- May 2021 PBIX Updates
- January 2021 PBIX Updates
- December 2020 PBIX Update
- October 2020 PBIX Changes
- Access/Insights Page Sections
- Creating and Editing Reports
- Challenge Activity
- Ideas
- Idea Activity Breakdown
- Idea Custom Fields
- Idea Voting Breakdown
- Idea Closure Fields
- Idea Closure Fields - Numeric
- User Activity Challenge
- User Activity / Time
- Pairwise
- Tasks
- Review Responses
- Idea Key Themes
- Sentiment Key Influencers
- Idea Sentiment Dashboard
- User Custom Fields
- Insights Update – Planview IdeaPlace Data Driven Innovation
- All Data Clusters
- TeamTap1 - TeamTap Key Themes
- TeamTap2 - Tap Drill Dashboard
- TeamTap3 - Tap Clusters
- TeamTap4 - TeamTap User Activity Breakdown
- TeamTap5 - Tap Explorer
- TeamTap5a - Tap Explorer Activity
- TeamTap5b - Tap Explorer Themes
- TeamTap Sentiment Influencers
- Embed Reports Option
- Custom Report Building
- OData Access for Planview IdeaPlace
- Accessing Planview IdeaPlace Data with Power BI Desktop Using OData
- Accessing Planview IdeaPlace data in Microsoft Excel
- Power BI
- User Access Report through Site Settings
- Video Library
- Innovation Management Capability Model Outputs, Reports, and Analytics
- All Data Clusters
- Challenge Activity
- Dynamic Idea Report
- Dynamic Review Report
- Excel Custom Reports
- Ideas
- Ideas Activity Report
- Idea Activity Breakdown
- Idea Closure Fields
- Idea Closure Fields Numeric
- Idea Custom Fields
- Idea Key Themes
- Idea Selection Report
- Idea Sentiment Dashboard
- Idea Tracking Report
- Idea Voting Breakdown
- Moderator and Expert Activity Detail Report
- OData/Power BI Desktop Custom Reports
- OData/Tableau Custom Reports
- Pairwise
- Private Comments Report
- Rapid Report
- Reviews
- Review Responses
- Sentiment Key Influencers
- Tap Clusters
- Tap Drill Dashboard
- Tap Explorer
- Tap Explorer Activity
- Tap Explorer Themes
- Tasks
- TeamTap Key Themes
- TeamTap Sentiment Influencers
- TeamTap User Activity Breakdown
- TeamTap Use Case Example 1 - Improve Agility in Digital Council
- TeamTap Use Case Example 2 - Improve Supply Chain Analytics
- TeamTap Use Case Example 3 - Team Trend Analysis
- TeamTap Use Case Example 4 - Voting on Process/Project Initiation, Continuance, Closure
- Users with no Activity Report
- User Activity Challenge
- User Activity / Time
- User Custom Fields
- User Tasks Report
- TeamTap
- TeamTap Introduction
- How to Create a Tap
- How to Share a Tap
- How to Respond to a Tap
- How to View a Tap's Statistics
- How to Vote on a Response
- Filter and Sort
- How to Accept Responses
- How to Close a Tap
- Advanced Filter
- Analytics
- How to Bookmark a Tap
- How to Delete Content from a Tap
- Keyword Search
- Notifications
- TeamTap Mobile
- User Roles
- Integrations
