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  1. Forest (by Clareo) Knowledge Center
  2. How-to Articles & FAQs
  3. How-to Articles & FAQs

How-to Articles & FAQs

  • Managing Content Visibility in Forest
  • Guidelines For Selecting A Campaign Topic
  • Q: What do I need to setup SSO?
  • Setup Idea Details
  • Expanded Idea Timelines
  • Q: How do I setup my Forest Software account?
  • Example of a Portfolio
  • Example of a Campaign
  • Q: How do I add team members to my idea?
  • Q: What's the difference between a Concept vs. a Project?
  • Add / Remove Evaluators in an Existing Evaluation
  • Q: Can you "share" a saved filter selection / setting with another user?
  • Create a New Portfolio
  • Merge / Unmerge Ideas
  • Customize the Dashboard
  • Add Evaluators from Outside a Portfolio Team
  • Q: Who gets email notifications?
  • Create a New Campaign
  • Manage Existing Users
  • Tips On Choosing Strong Images
  • Company Settings
  • Invite New Users
  • Q: How do I remove an idea from a Campaign or Portfolio?
  • Export Evaluations Data
  • Mark an Evaluation as "Completed"
  • Add Preexisting Ideas to a Campaign
  • Complete the Idea Builder
  • Add Ideas to a Portfolio
  • Edit Forces and Attributes in an Idea
  • Create a New Group
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Forest (by Clareo) Knowledge Center