Build a Template

Take your last successful collection, strip it down to the basics, and save it as a template.

Every time you run a challenge, you learn something. What question worked. What confused people. What kind of follow-up got engagement. Don’t start from scratch each time. Turn what works into a template and improve it after every cycle you run or based on feedback from the people who did.

A good template includes the right structure and process. A central idea form, 4-7 Phases as the idea funnel, 3-5 custom views including one that shows “what needs action” and one that shows basic analytics. You can even include a “readme” view that can be deleted and just explains how to use it. If you want you can also include 1-3 automations that are easy to understand and edit. For example a “Thank You” email for submitted ideas that references the idea collection question.

The next time someone in a team or department wants to run a challenge, they’ll spend five minutes setting it up instead of five hours reinventing the process. And you have a way to keep quality and data consistent.