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How to Create a Challenge

Challenges invite colleagues to submit ideas addressing specific organisational needs or problems.

Tahera Barok McArthur avatar
Written by Tahera Barok McArthur
Updated over 2 weeks ago

โš ๏ธ Note: You need Decision Maker permission to create challenges.

Creating a Challenge

Step 1: Access Challenge Management

  1. Go to Ideas in the sidebar

  2. Click Manage

  3. Click Create Challenge

Step 2: Complete the Challenge Form

Challenge Title

Enter a clear, descriptive name for your challenge.

Examples:

  • "Improving Hybrid Working"

  • "Reducing Meeting Overload"

  • "Enhancing Customer Experience"

Description

Explain the challenge and what you're looking for from colleagues.

Include:

  • The problem or opportunity

  • What kind of ideas you're seeking

  • Any specific requirements or constraints

  • Deadline for idea submission (if applicable)

Example: "Our hybrid working arrangements need improvement. We're looking for ideas on how to better balance remote and office work, improve team collaboration across locations, and ensure everyone feels connected. Submit your ideas by the end of the month."

Groups

Select who can see and respond to this challenge.

Options:

  • Specific individuals

  • Whole groups (departments, teams, locations)

  • Everyone (leave blank or select all)

Choose based on:

  • Who the challenge affects

  • Who has relevant expertise

  • Who should contribute ideas

Email Notification

Tick the box to notify selected people by email about the challenge.

Recommended: Tick this box so colleagues know about the challenge.

Leave unticked if: You prefer to announce it another way or don't want immediate notifications.

Step 3: Create the Challenge

Click Create or Save.

Your challenge is now live in the Ideas section.

Colleagues can:

  • View the challenge in the Ideas section

  • Submit ideas in response

  • Vote and comment on submitted ideas

You can:

  • Monitor idea submissions

  • Engage with submitted ideas

  • Assign ideas to decision-makers for review

  • Make decisions on ideas


Tips for Effective Challenges

Be specific: Clearly define the problem and what success looks like.

Set expectations: Include timeframes and any constraints upfront.

Encourage participation: Promote the challenge through multiple channels.

Follow through: Review submissions promptly and communicate decisions.

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