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Planview Spigit
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
Expert Role
Expert Overview
Expert Training Template
Communications
Innovation Resources
Monitoring the Challenge
Rewards and Recognition
Data Driven Innovation
FAQs
Anonymous Posting
Customer Vanity URL Support
What Is Considered a Post?
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
Guided Challenge
Standard Challenge
Always On Challenge
Pairwise Challenge
Question and Answer Challenge
Rapid Challenge
Restricted Challenge
You Ask/We Answer Challenge
Innovation Project Portal
Challenge Access
Resolving Challenges
Closing Challenges
Deleting a Community or Challenge
Selecting Ideas for Implementation
User Experience
AppHome and SiteChallenges pages
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
Adding and Editing Evaluation Templates
Adding a new Evaluation File
Notification Logic
Spigit SaaS Email Whitelist Requirements
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
Permissions
Enable Search for a User by Name
Setting Permissions
Roles
Assigning Roles
Permissions for Roles
Administrator and Super Administrator
Challenge Sponsor
Community Members
Experts
Moderators
Project Managers
Report Analyst
Role IDs
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
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
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
Idea Tracking/Idea Closure Form
Legacy Excel Reporting
Planview Spigit Benchmarks
Private Comments
Machine-learning Idea Features
Comparable Ideas/Idea Matching
Consolidate Ideas
Import Ideas
Bulk Actions
Idea Implementation through the Spigit-Projectplace Integration
Idea Tags
Idea Teams
Idea Teams Overview
Idea Team Members Feature Administration
Idea Trading
Special Features
Idea Lightbox
Pairwise Tile Design
View Idea/Idea Detail page
Modify Your Site
Add Legal Notice
Localization
Languages
Languages Supported by Planview Spigit
Language Editor
Site Customization
All Site Editor and Widget Articles
Site Editor
Widgets
Editable Widgets
Leaderboard Widgets
Activity Feed Widget
Editing the Navigation Bar
Setting Up Blogs
Site Branding and Visual Design
Branding 101
Challenge and Idea Image Options
Spigit Design Guide
Theme Editor and Branding
Site Navigation via the Go To Menu
Spigit Templates
Site Security
GDPR Compliance
Security Profile Setting
Spam and the Spam Filter
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
Spigit Mobile
Mobile Overview
Spigit Mobile Configurations
Spigit Mobile User Experience
Monitoring Challenges
Challenge Audience Survey
Google Analytics
Participation Level Optimization
Spigit Insights - pre-4.5 Release
Technical Information
Current Month's Release Notes
Spigit Release Note Archives
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/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
Spigit Support
Product Release Cycle Cadence
Spigit Support Migration to Salesforce
Planview Customer Service Migration to Salesforce Service Cloud FAQ
Customer Support and Prioritization Process
LiveChat
Planview Customer Community Guide
Spigit Security Documents
Sunsetting Support for Legacy Excel Reports
Planview Sunsets IE11 Support
Planview Spigit System Architecture
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
Embedded Video and Documents - Best Practices for Spigit
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
Best Practices for Idea Evaluation
Develop Products More Effectively
Top 10 Tips/Best Practices for Hosting a Challenge
End-User Articles
What is Spigit?
Spigit 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 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
User: Predictions
User: Star Voting
Spigit Training Center
Core Administration for Spigit
Reporting and Dashboards (Power BI) for Spigit
Tribal Knowledge
Upload File Size Limits
Spigit 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 Spigit Analytics Embedded Solution
Custom Fields Values - Updating the SpigitModel
Planview Spigit 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 Spigit 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 Spigit
Accessing Planview Spigit Data with Power BI Desktop Using OData
Accessing Planview Spigit Data with Tableau Using OData
Planview Spigit Master PBIX Files
Accessing Planview Spigit data in Microsoft Excel
Power BI
Analytics and Reporting - Power BI
Power BI - Power BI Data Source Options
Power BI - The Spigit Dataset as a Power BI Data Source
Power BI Consumption Options
Power BI Embedded Workflow
Video Library
Innovation Management Capability Model Outputs, Reports, and Analytics
INN01 - Challenge Activity
INN02 - Ideas
INN03 - Idea Activity Breakdown
INN04 - Idea Closure Fields
INN05 - Idea Closure Fields Numeric
INN06 - Idea Custom Fields
INN07 - Idea Voting Breakdown
INN08 - Pairwise
INN09 - Review Responses
INN10 - Tasks
INN11 - User Activity Challenge
INN12 - User Custom Fields
INN13 - User Activity / Time
INN14 - Idea Key Themes
INN15 - Sentiment Key Influencers
INN16 - Idea Sentiment Dashboard
INN17 - OData/Power BI Desktop Custom Reports
INN18 - OData/Tableau Custom Reports
INN19 - Excel Custom Reports
INN20 - Dynamic Idea Report
INN21 - Dynamic Review Report
INN22 - Idea Selection Report
INN23 - Idea Tracking Report
INN24 - Ideas Activity Report
INN25 - Moderator and Expert Activity Detail Report
INN26 - Private Comments Report
INN27 - Rapid Report
INN28 - User Tasks Report
INN29 - Users with no Activity Report
INN30 - Reviews
INN31 - All Data Clusters
INN32 - TeamTap Key Themes
INN33 - Tap Drill Dashboard
INN34 - Tap Clusters
INN35 - User Activity Breakdown
INN36 - Tap Explorer
INN37 - Tap Explorer Activity
INN38 - Tap Explorer Themes
INN39 - TeamTap Sentiment Influencers
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
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
How to Bookmark a Tap
How to Delete Content from a Tap
Keyword Search
TeamTap Mobile
User Roles
Spigit Exchange customer drop-in Sessions
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User Attributes
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October 10, 2018: User Attributes