Getting Started
Intro to Cooleaf
Getting Connected to Cooleaf
Get Started with Recognition, Rewards, & Team Engagement!
Navigating Cooleaf: Your Quick Start Guide!
Password and Login Support
User Dashboard
Recognitions and Posts
Content Formatting & Attachment Options
Discovering Discussion Groups
How To Take a Survey
Elevate Your Engagement: Cooleaf Slack Integration
Microsoft Teams Cooleaf App
Community Page
Activities
Intro to Challenges
Joining Challenges
Joining Events
Your Guide to Step Challenges
Adding Events to Your Calendar
Syncing my Steps
Uploading Images to a Challenge
Earning Points for Challenges
Editing Challenge Responses
Awards
Rewards
Intro to Rewards
Redeem Rewards
Sending a Gift with Cooleaf Points
Virtual & Physical Visa Gift Cards - My Digital Wallet
Making a Difference: Donating with Cooleaf - Your Guide to Giving Back
Virtual Visa® Reward
Profile & Preferences
Tips & More
Manage Cooleaf (Admin Only)
Getting Started for Admins
Manager Panel
Get Started with Manager Panel
Manager Panel | Activities | Manage Challenges for Admins
Manager Panel | Scheduling Tool
Manager Panel | Rewards Budget
Get Started with Pulse Surveys
How to Utilize the NPS Survey Template in Cooleaf
Manage Discussion Groups
Cooleaf Slack App Integration Set Up (Admin)
Redesigned Awards Panel (Awards Panel v3) and New Features
HR Panel
Platform User Roles & Permission Levels
Admin Dashboard - Reports (Admin)
Manage Employees (Admin)
Manage Events (Admin)
Manage Awards (Admin)
Manage Tags (Admin)
Cooleaf Gifting Guide (Admin)
Setting Up a Gifting Pool (Admin)
Manager Training for Local Admins
Basic Training for HR Admins
Culture Champion Awards
Engaging Users through Main Feed Challenges
Cooleaf Monthly Snapshot
FAQs & Troubleshooting
- All Categories
- Manage Cooleaf (Admin Only)
- HR Panel
- Using Challenge Templates
Using Challenge Templates
Updated
by John Perry
How to Access Challenge Templates in the Classic HR Panel
If you are looking to access Challenge Templates from the Manger Panel, visit this guide here.
Templates make it easy to create engaging business challenges in a matter of minutes! To access our full list of 20+ challenge templates, simply follow the directions below.
- Click ‘Business challenge’.
- Click ‘See list of challenge templates’
- Choose templates from the list of challenge categories:
- Customer Success
- Health & Wellness
- Ideation & Innovation
- Personal & Professional Development
- Corporate Social Responsibility
- Diversity, Equity, & Inclusivity
- Sales & Marketing
- Social & Volunteering
- Teamwork & Collaboration
- Platform Trainings
- Choose a challenge that fits your needs.
- Modify the challenge template to meet your requirements.
- Change the challenge picture, name, and description.
- Edit the challenge type: Daily, weekly, or monthly. Enter when you would like the challenge to start and how long it will run.
- Determine who can enter the challenge. You can allow anyone in the organization to join the challenge or limit challenge participants to people that are part of an existing group or team (People with specific Structure Tags).
- Choose who will be the event coordinator.
- Edit the challenge ‘To-do’s’. Modify how the challenge recipients will receive points and how much they will earn.
- Create the challenge, or save it as a draft.