Creating a challenge

In this article, we will show you how to create a challenge in Orchidea. A challenge is an idea-collection campaign that focuses on a specific topic.

1. Create a new challenge by clicking + New challenge in Orchidea's left navigation.

2. Choose the template.
   1. Co-Development challenge: Participants create ideas, and everyone can co-develop them. Participants and/or experts evaluate all ideas. Finally, decision-makers select the top ideas based on the evaluations. If you are unsure which template to use, choose this.

   2. Survivors: Challenge in the spirit of the TV show Survivor. Only selected ideas survive each phase. Finally, decision-makers select the top ideas from the remaining survivors.

   3. Double evaluation: This is a template for challenges with lots of ideas. Screen all ideas with a quick yes-maybe-no method. Move promising ones to more detailed numerical evaluation. Based on the evaluations, select the top ideas.

   4. Triple evaluation: This is a template for challenges with hundreds, even thousands of ideas. The process is similar to Double evaluation. However, there are two rounds of numerical evaluations- 

3. Enter the Problem statement and name of the challenge in the following window.

   1. You can learn more about the problem statement formulation in your blog post: Why innovation challenge design is important and how to do it?

   2. We recommend 2 - 3 word long challenge names. The challenge name is a shortcut to the challenge in the left navigation.

   
4. Select whether the challenge is Open or Private. We recommend creating a private challenge if you want to prepare it in peace before publishing it. You can easily change it to an open when it is ready to be published.
   1. If you create a public challenge, it will be immediately visible to all workspace members. Create a private challenge if you want to work on your content in peace. You can change this option at any time in the Challenge settings.
5. Click Next
6. Select the Start date for the challenge. On this date, participants can start submitting ideas to the challenge.
    
7. Click Submit to create the challenge.
8. Next, review the core challenge settings in challenge management. Click Management at the right end of the challenge navigation.
   
9. Click on the Preparation phase in the challenge process
   
   
   1. Then, review the Name and Problem statement of the challenge
   2. Upload banner image for the challenge
   3. Add a Challenge brief if you want to provide additional information for the challenge.
10. Click Phases & Schedule in the vertical tabs on the left to review the phase texts and timing.
    
    
    1. Click Edit help to edit the phase name and help texts
    2. Click Edit dates to edit the phase timetable.
    1. 1. Set the desired date by clicking the start date first and then the end date.
       2. It is recommended that the Automatically adjust dates for following phases feature be on. This way, Orchidea will automatically adjust the dates of the following phases. Otherwise, phases can overlap or have gaps between them.
    2. Press Submit to save changes to phase length.
    3. 
    4. Scroll down the page to adjust the help texts and dates for later phases of the challenge.
11. Click Forms in the vertical tabs on the left to review 1) Idea submission form and 2) evaluation forms
    
    
    1. Click View form to the default idea/proposal creation and evaluation forms
    2. Click Edit form if you want to modify the forms
12. Click Visibility in the vertical tabs on the left to publish the challenge or invite participants.
    
    
    1. If you created the challenge initially private but want to publish it now, change the status from Private to Open.
    2. Click the members link if you want to continue preparing for the challenge, but invite some other users to help you.
    3. If you want to invite users to the challenge with easy links, click on the Add members icon on the left on challenge Management. Learn more about adding users in the article: Add members to a challenge
       
    4. You can also leave these settings untouched and return here when ready to expand the access to the challenge.