Learn how to set up your initiative by editing general data. Customize with your branding, add people, and add goals and links to your initiative with the following article
Availability - Free Plan - Basic Plan - Pro Plan - Enterprise Plan
Topics
- Overview
- Accessing the initiative edit option
- General data
- Customization
- People and Teams
- Goals
- Links
- Summary
Overview
Editing general data for your initiative, customization data, or updating permissions for individuals and teams is available to manager-level users who belong to the initiative.
In addition to editing information, you can create goals and add links by accessing the initiative edit option.
Accessing the initiative edit option
To edit the information of an initiative:
- Access the initiative through the corresponding workspace or through the Wikimee Initiatives section.
- Click on the Vertical Menu button, located on the top bar of Wikimee next to the initiative name.
- Select the Edit option.
- In the top navigation menu, switch between the selectors: General Data, Customization, People, Goals, Links, and Summary to navigate between the initiative editing options.
General data
To update the information for your initiative, edit validity, model, description, and other options, access the initiative editing. Then select the General Data option from the top navigation menu.
- Edit the information for:
- Workspace - Change the workspace defined for the initiative publication.
- Name - Edit the name of the initiative.
- Description - Edit the descriptive information for the initiative.
- Template - Change the template selected for the initiative.
- Keywords - Edit and update the keywords related to the initiative.
- Copyright - Enable or disable the selection of copyright. This action will either highlight or not highlight the copyright for each added file to your initiative.
- Publication dates - Update the publication dates for the initiative.
- Immediate publication - If enabled, update the start and end dates.
- After editing the selected information, click Save Changes.
Customization
You can customize your initiative with the visual identity of your campaign, event or action, using your own images for the initiative's cover and banner.
- Select the Customization option in the top navigation menu and customize:
- Cover and banner image - Drag the file to the upload area, or click on the upload area to upload the file from your computer.
- Highlight initiative in workspace - Select Yes to highlight the initiative in the top banner of your workspace. Select No to not highlight the initiative.
- Click Save Changes to confirm the customization edit of the initiative.
People and Teams
Editing People related to your initiative have viewing and editing settings defined in the people editing of the initiative. You can edit these settings whenever necessary, or add and remove new participants from the initiative.
- Select the People option in the top navigation menu to edit access permissions, or add and remove people and teams.
Goals
The goals feature of an initiative allows managers and editors of the initiative to create objectives to be achieved in the development of the initiative.
- Select the Goals option in the top navigation menu to add, remove, or complete an active goal.
Links
Links are resources to connect your initiative to everything relevant in the conception and development, as well as in the publication and distribution of its content.
- Select the Links option in the top navigation menu to add, remove, or edit a link.
Summary
Select the Summary option in the top navigation menu to view the summary of information on demands, initiatives, files, and storage used by the initiative.