Using Challenge Templates

John Perry 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.

  1. Create a new challenge.
  1. Click ‘Business challenge’.
  1. Click ‘See list of challenge templates’
  1. 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
  1. Choose a challenge that fits your needs.
  1. 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.
  1. Create the challenge, or save it as a draft.
Have an idea for a challenge you'd like to see? Contact us!

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