How-to Articles & FAQs
- Bulk Add Ideas
- Analytics Dashboard: Users
- Analytics Dashboard: Pages
- Analytics Dashboard: Portfolios
- Analytics Dashboard: Campaigns
- Analytics Dashboard: Ideas
- Take a Criteria Based Evaluation
- Take a Yes, No, Maybe (YNM) Evaluation
- Guidelines For Selecting A Campaign Topic
- Q: What do I need to setup SSO?
- Navigate Idea Views
- Setup Idea Details
- Expanded Idea Timelines
- Idea Statuses
- Idea Guides
- Custom Idea Stages
- Q: How do I setup my Forest (Clareo Software) account?
- User & Content Analytics Terms
- Example of a Portfolio
- Example of a Campaign
- Q: How do I add team members to my idea?
- Setup Forces and Attributes
- Setup and Manage User Segments
- Q: What's the difference between a Concept vs. a Project?
- Add / Remove Evaluators in an Existing Evaluation
- Save Filter Selections
- Q: Can you "share" a saved filter selection / setting with another user?
- Navigate Expanded Search Capability
- Create a New Portfolio
- Merge / Unmerge Ideas