Common editing options

who can do this anyone with editing permission for the relevant content, whether forms, messages, challenges, rewards, etc content you create shares common editing options, most of which are accessed by buttons at the top of your list of items they allow you to modify single items, and are especially useful for editing multiple items at once action description add create a new item re assign change the visibility of one or more items by selecting different groups, teams, or tags make copy reuse an item you've previously created send message send a push notification, text, or email about a specific item create challenge create a challenge based on a piece of content enable/disable activate or expire one or more items remove permanently delete one or more items csv export the list to your computer in csv format edit an item edit an existing item to make any changes archive/unarchive archive older items to tidy your list before exporting a csv most of these appear in your focus content, media, news & notices, forms, challenges, sequences, rewards setup, raves, and marketplaces lists you'll also see some of the same options when adding a new item or editing an item add the add button appears at the top of an item list, by default, when no items are selected to add a content item, challenge, or reward, refer to the steps here add & manage posts docid\ go6bie3cfgsidjp3kkn c create a challenge docid\ tecd3nxgks7ddn816tpzo add or edit a reward docid\ ty119zfuiqdkngufqqv7q re assign one or more items re assign one or more items to select different groups, teams, or user and display tags to re assign one or more items in the list, select the checkboxes next to the item(s) you want to re assign at the top, click re assign a re assign items window opens make your changes by selecting or de selecting groups, teams or tags in the bottom right, click re assign a dialog appears, asking if you're sure you want to make the changes if yes, click re assign curious about how groups, teams, and tags work? discover how user segmentation helps you manage content visibility find details at segmentation & visibility docid cevpklxnjhpmyjvrv8ha make a copy copy content you want to reuse and change a couple of the details, such as the timeframe or availability to do this in the list, tick the item you want to copy at the top, click make copy a window opens with a copy of the item make the changes you want, and select a saving option alternatively, you can make a copy when you open up the individual item see common editing options /#edit an item , below send message send a message to users via push notification, text message, or email this option appears in your lists of focus content, media, challenges, and form items you could send a message about those items, or something else to send a message in an item list, select tick the item you want to send a message about at the top, click send message the compose page opens select recipients, a channel, and enter a message see send & schedule messages when you're ready, select send message to all (4) users what are other ways to send a message? you have a couple other options for sending a message when saving a new item, simply choose save and send message or, head to your user list, filter or select the users you want, and click send message create a challenge create a challenge based on a piece of content the challenge adopts the same groups, teams, or tags you've assigned to your content item to create a challenge based on a content item in the item list, select the checkbox of the item you want to use in the challenge at the top of the list, select create challenge a new challenge setup window opens complete the challenge setup fields alternatively, to create other types of challenges, such as one that is based on step tracking, see create a challenge how do i turn my content into a challenge? once you've created new content, just click save and create challenge to launch the challenge setup enable or disable an item manually re activate or expire items using the enable/disable button doing this overrides the original begin and end dates, if outside the original timeframe to do this in the item list, tick the item(s) you want to modify at the top, select enable or disable if you select enable for multiple items, as long as there is one disabled item, it will be enabled alternatively, to disable and enable individual content and engagement items in the far right column, toggle the enable/disable button download a list download a list to your computer by clicking the csv button in the top right corner of any item list remove an item remove one or more items that you want to permanently and immediately delete this overrides the end date you originally specified to remove one or more items in the list, tick the item(s) you want to delete at the top, click remove a dialog appears asking if you're sure you want to delete the item if yes, click delete if your item was active, it will be removed and no longer appear in the list is this permanent? yes once you've deleted a content item, it is removed permanently from the dashboard, and there is no way to re activate it edit an item open an existing item, to make edits to the original setup to do this go to your list and select an item make your edits if the item is a challenge, first select the setup tab, in the top left corner if the item is a form, first select the edit form tab select a saving option save and send a message the compose tab opens, where you enter the details of your message see send & schedule messages docid 2vzswdvo8ogahefdjez5j save and create a challenge a new window opens where you can set up your challenge see create a challenge save and close your item is published according to the timeframe selected archive items archive items when you want to move out items from your current list, for easier organization and exporting to archive/unarchive items in the list, tick the item(s) if you're unarchiving, toggle to the archived list, in the top right corner first at the top of the list select archive or unarchive the item(s) will either move to the archived list or return to your current list use the toggle to switch between your current and archived lists what if i archive active content? archiving active content will remove it from the app