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Planview IdeaPlace
Getting Started
Defining the Intent of the Challenge
Developing a Collaborative Innovation Practice
Developing the Challenge Question
Example Challenge Topics
Roles and Responsibilities
Selecting a Sponsor for Your Challenge
Moderator Role
Moderator Role Overview
Moderator Training Template
Selecting the Right Audience for Your Challenge
Administrator Overview
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Expert Overview
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Data Driven Innovation
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What Is Considered a Post?
Communities and Challenges
Creating Communities and Challenges
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Create a Community
Overview: Challenges
Framing a Challenge
Creating a Challenge using the Challenge Wizard
Challenge Overview Page/Challenge Home Page
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Archived Challenges
Display/Remove Challenges or Ideas in Other Communities
URL Customization
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Types of Challenges
Guided Challenge
Standard Challenge
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Rapid Challenge
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You Ask/We Answer Challenge
Innovation Project Portal
Challenge Access
Resolving Challenges
Closing Challenges
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Selecting Ideas for Implementation
User Experience
AppHome and SiteChallenges pages
IdeaPlace Notifications
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Email Template Overview
Challenge Email Templates
Challenge Update Email
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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
Adding and Editing Evaluation Templates
Adding a new Evaluation File
IdeaPlace SaaS Email Whitelist Requirements
Notification Logic
User Notifications
User Management
Configuring User Experience
Administration User Experience
Changing the User Experience Management Parameters
Global Search
Options in the User Drop Down Menu
IdeaPlace Single Sign-On (SSO)/Integrated Authentication Overview
Permissions
Enable Search for a User by Name
Setting Permissions
Roles
Assigning Roles
Permissions for Roles
Administrator and Super Administrator
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Role IDs
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User Creation, Access Setup and Role Assignment
Importing Users, Ideas, and Comments
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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
Creating an Idea Template
Idea Stages
Managing How Ideas Are Displayed
Sorting and Filtering Ideas on the View Ideas Page
Copying and Moving Ideas
Follow and Share an Idea on the View Ideas page Quick View
Idea Expiration
Idea Rollup
Idea Graduation
Automated Graduation
Closing Ideas
Graduation Stages
Setting Evaluation Forms as Graduation Criteria
Setting Review Templates/Forms as Graduation Criteria
Setting Specific Approval Count as Graduation Criteria
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
Task Assignment/Auto Task Assignment
Viewing and Managing Tasks
IdeaPlace Evaluation Form Templates and Tasks
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Star Rating
Pros and Cons of Idea Likes versus Star Rating
Review Rating
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Legacy Excel Reporting
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Consolidate Ideas
Import Ideas
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Idea Implementation through the IdeaPlace-AdaptiveWork Integration
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Idea Implementation through the IdeaPlace-ProjectPlace Integration
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Add Legal Notice
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Branding 101
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Security Profile Setting
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Engagement
Pairwise
Pairwise Administration
Voting with Pairwise
Predictions
Predictions Overview
Predictions in Action
Setting Up Predictions in a Challenge
Reputation
User Profile
Achievements and Endorsements
Skills and Interests
User Profile Components
Draft Ideas
Store
The Ideation Market
Currency (Points)
How to Run an Ideation Market
Setting up Points (Currency) and Rewards
Question and Answer Community
IdeaPlace Mobile
IdeaPlace Mobile Overview
IdeaPlace Mobile Configurations
IdeaPlace Mobile User Experience
Monitoring Challenges
Challenge Audience Survey
Google Analytics
Participation Level Optimization
Technical Information
Current Month's Release Notes
IdeaPlace Release Note Archives
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December 2022/January 2023 Release Notes
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December 2021/January 2022 Release Notes
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April/May 2022 Release Notes
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January and February 2021 Release Notes
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2020 IdeaPlace 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
September 2020 Release Notes
October 2020 Release Notes
November 2020 Release Notes
December 2020 Release Notes
2019 IdeaPlace Release Notes
4.3.0 Release Notes
4.3.1 Release Notes
4.3.2 Release Notes
4.4.0 Release Notes
2018 IdeaPlace Release Notes
4.1/Winter 2018 Release Notes
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2017 IdeaPlace Release Notes
4.0/Fall 2017 Release Notes
TeamTap Release Note Archives
December 2024 Release Notes
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Maintenance and Upgrades
IdeaPlace Support
Product Release Cycle Cadence
Customer Support and Prioritization Process
Planview Customer Community Guide
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
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Embedded Video and Documents - Best Practices for IdeaPlace
Long Term Success
Communications Best Practices
Create a Strong Password
Driving Participation with Your Innovation Program
Leadership in Innovation - Moderators
Promoting Your Innovation Program
The Power of No in an Innovation Program
Managing Your Innovation Program
Crowdsourcing Program Advocacy
How to run a Successful Challenge
Build the Right Team for your Innovation Program
Success Stories Page
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Develop Products More Effectively
Top 10 Tips/Best Practices for Hosting a Challenge
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What is IdeaPlace?
IdeaPlace User Guide
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User: What is the Activity Stream?
User: Idea Graduation
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User: How to Vote with Pairwise
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User: @mention people in content
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User: Star Voting
Tribal Knowledge
Upload File Size Limits
IdeaPlace Enablement Webinars
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
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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 with Tableau Using OData
Planview IdeaPlace Master PBIX Files
Accessing Planview IdeaPlace data in Microsoft Excel
Power BI
Analytics and Reporting - Power BI
Power BI - Power BI Data Source Options
Power BI - The IdeaPlace Dataset as a Power BI Data Source
Power BI Consumption Options
Power BI Embedded Workflow
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
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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
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