Why a platform launch checklist?
Before you publish a project, review this checklist to ensure nothing critical is missed. Completing these steps makes your project more engaging, easier to manage, and clearer for participants.
Completing these steps ensures:
Participants see a well-branded, clear project.
You avoid rework after launch (e.g., editing access rights or fixing missing descriptions).
Responsibilities are clear, someone is accountable for each aspect of the project.
Project launch checklist
Double-check if all the user data relevant for your project is a required registration field
User info relevant for your project should be asked during the platform registration flow.
Customize project tags, areas and statuses
Review and adjust tags, areas and ensure status handling is clear.
Grant access to the right groups of users
Also check if the info you need is asked during the platform registration flow.
Add a timeline to your projects and a description to each project phase
Don't leave the description of a timeline phase empty.
Customize the input form (for ideation projects)
You can customize the way to collect input in an ideation project.
Customize your project map (if relevant)
You can change the zoom level of and add layers to the map that shows in your project.
Enhance project design with Content Builder
Use flexible layouts, multi-media content and third-party embeds in your project descriptions.
Double-check automated emails
Define which automated emails people should or should not receive from your project.
Assign project responsibilities
Distribute responsibilities internally. Each project can have its own manager.