Best Practices
This guide provides an in-depth look at Spigit Best Practices.
- Getting Started
- 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
- Spigit 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
- Store Email Templates
- Task Email Templates
- User Email Templates
- Overview: My Inbox
- Setting Up Notifications
- Email Templates
- User Management
- Configuring User Experience
- Permissions
- Roles
- Spigit Single Sign-On (SSO)/Integrated Authentication Overview
- 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 Spigit
- Excluding Users from Leaderboards
- Steps to Take if a User Forgets Their Password and Is Locked Out
- Spigit 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
- Adding a Task
- Task Assignment/Auto Task Assignment
- Viewing and Managing Tasks
- Spigit Evaluation Form Templates and Tasks
- Idea and Comment Voting
- Star Rating
- Pros and Cons of Idea Likes versus Star Rating
- Review Rating
- Expert Review
- Counting Views
- Excel Reporting
- Idea Tracking/Idea Closure Form
- Planview Spigit Benchmarks
- Private Comments
- Machine-learning Idea Features
- Import Ideas
- Bulk Actions
- Idea Implementation through the Spigit-Projectplace Integration
- Idea Tags
- Idea Teams
- Idea Trading
- Special Features
- Modify Your Site
- Engagement
- Technical Information
- Current Month's Release Notes
- Release Note Archives
- 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
- December 2020 Release Notes
- November 2020 Release Notes
- October 2020 Release Notes
- September 2020 Release Notes
- Maintenance and Upgrades
- Planview Sunsets IE11 Support
- Planview Spigit System Architecture
- Planview Spigit Learning Center
- Request for access to Insights and/or the Spigit Learning Center (LMS)
- REST API
- Ensuring that Spigit can send email on behalf of your email domain - SPF Records
- Field Posting Limits / Character Count
- Fixes, Tips and Workarounds
- Best Practices
- End-User Articles
- 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: Voting with Pairwise
- User: Uploading Files to Spigit
- 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
- Spigit Training Center
- Tribal Knowledge
- Spigit 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
- Spigit Video Library
- Reporting - Planview Spigit Analytics Embedded Solution
- Custom Fields Values - Updating the SpigitModel
- Planview Spigit Analytics Update
- Standard Reports in Insights/Power BI
- December 2020 PBIX Update
- October 2020 PBIX Changes
- Access/Insights Page Sections
- Creating and Editing Reports
- Challenge Activity
- Ideas
- Idea Activity Breakdown
- Idea Closure Fields
- Idea Closure Fields - Numeric
- Idea Custom Fields
- Idea Voting Breakdown
- Pairwise
- Review Responses
- Tasks
- User Activity Overview
- User Custom Fields
- Embed Reports Option
- Custom Report Building
- OData Access for Planview Spigit
- Accessing Planview Spigit Data with Power BI Desktop Using OData
- Power BI
