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.
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.
Customize your project tags and statuses
Grant access to the right groups of users
if the info you need is asked during the platform registration flow.
Add a timeline to your projects and a description to each project phase
Don't leave the description of a timeline phase empty
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
Customize the Input Form for any ideation project
You can fully customize the way to collect input in an ideation project
Customize your map
You can change the zoom level of and add layers to the map that shows in your project
Enhance your project design with the Content Builder
Use flexible layouts, multi-media content and third-party embeds in your project descriptions
Double-check the automated emails
Define which automated emails people should or should not receive from your project
Allocate project responsibilities
Distribute responsibilities internally. Each project can have its own manager
* Only mandatory for projects with embedded Typeform surveys
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.