After you have created your project, review this checklist before you go live, to make sure you haven't missed any important steps you should take upfront.

  • Note that most of the checks are mandatory. It's important you complete all of the items on this list before you launch your project to ensure you have the best project possible.

  • Technically you can launch your platform without taking the mandatory customization steps. You'd miss out on important possibilities to make your platform more engaging. We highly recommend you take all the steps before you launch your platform.


Mandatory

Details

Resources

Double-check if all the user data relevant for your project is a required registration field

User info relevant for your project should be asked during the platform registration flow.


Locking the user registration flow

Customize your project tags and statuses

Customizing your project tags

Grant access to the right groups of users

Also check

if the info you need is asked during the platform registration flow.

More info on setting access rights

Add a timeline to your projects and a description to each project phase

Don't leave the description of a timeline phase empty

Including a timeline in your projects

Add hidden fields in your Typeform surveys

✓ *

Hidden fields are the magic trick to link the results of your embedded survey with your platform user data

Linking your embedded Typeform Survey

Customize the Input Form for any ideation project

You can fully customize the way to collect input in an ideation project

Customizing the input form

Customize your map

You can change the zoom level of and add layers to the map that shows in your project



Customizing your project map

Enhance your project design with the Content Builder

Use flexible layouts, multi-media content and third-party embeds in your project descriptions

Customizing your projects with our Content Builder

Double-check the automated emails

Define which automated emails people should or should not receive from your project

Updating the settings of your email notifications

Allocate project responsibilities

Distribute responsibilities internally. Each project can have its own manager

Assigning the right project managers

* Only mandatory for projects with embedded Typeform surveys

Test change



Building your projects

Learn how to set up and manage projects and folders and discover the different participation methods you can use in your projects.

Before launching any project, make sure to double-check your platform is launched correctly:



Need more help or support? Contact our Support Team via the chat bubble.

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