Table of Contents

Manage Challenges (Admin)

Sydney Davis Updated by Sydney Davis

Use the Challenges page in Manage view to create and manage Cooleaf challenges.

What are challenges?

Challenges are employee engagement initiatives that reward positive behaviors such as leading a healthy lifestyle, enhancing innovation, attending industry events, and more. Challenges are fully customizable to your business’ needs. Read more here.

How do I create a challenge?

From the Challenges page, click the blue button that says ‘Create new.’

You will be asked whether you’d like to create a ‘business challenge’ or a ‘step challenge.’

Step challenges incentivize employees to reach a certain number of steps per day. Step challenges are linked to a step tracker, such as a FitBit.

Business challenges incentivize employees to meet a pre-defined business or wellness goal. Business challenges require participants to complete a task or ‘To-Do’ in order to earn reward points.

Create a Step Challenge

Watch this video to learn how to set up a step challenge.

Create a Business Challenge

Watch this video to learn how to set up a business challenge.

Recommend Challenge Picture or Banner dimensions are 1600 x 400 px. Note that the visibility of the banner on the Challenge and Activities page is different.

How do I create a Voting Challenge?

  1. Create a Business Challenge
  2. Create a To-Do. You can only have one To-Do in order for a Voting Challenge to run correctly.
  3. Enable Voting!
  4. Reset the Leaderboard so that Votes is at the top! You will need to select the square and top square to move the votes to the top.
  1. DONE! Users will now have the option to "Vote" for their favorite To-Do response.
Note: Winners are not auto-awarded or notified. If you would like to award additional points to a Voting Challenge winner, this will need to be done manually.

How do I edit a challenge?

  1. From the Challenge page in Manage view, find your challenge on the list of upcoming challenges.
  2. Click the green button that says ‘Edit challenge'.
Once a challenge has started, you can no longer edit the dates for the challenge.

How do I cancel a challenge?

  1. If your Challenge is a Draft, navigate to the Challenges page in the HR Panel in Manage view and find your challenge in the Draft list.
  2. If your Challenge has a "Pubish At:" date and time, first select "Cancel Publish"
  3. Now, select "Remove Draft"
  1. If your Challenge has been published, navigate to the Challenges page in Manage view and find your challenge on the list of Upcoming or Ongoing Challenges.
  2. Click ‘Cancel challenge’.

How do I download a challenge report?

To download a report with a list of challenge participants, follow the steps below.

  1. From the Challenges page in Manage view, find your challenge on the list of upcoming, ongoing, or past challenges.
  2. Click ‘Challenge report’. The report will automatically be sent to your email address.

The Challenge Report will include the following activity: name, username, user email, the sum of points, location, department, and line of service/department.

How do I download a ToDo report?

  1. From the Challenges page in Manage view, find your challenge on the list of upcoming, ongoing, or past challenges.
  2. Click ‘ToDo report’. The report will automatically be sent to your email address.

The ToDo report will include the following activity: To-Do, username, user email, points earned, comment, location, attachment, and team.

Give us feedback to help us improve! Rate this Article

Manage Events (Admin)

Manage Awards (Admin)

Contact