Strategic goals, Themes & Areas of interest are often relevant for tagging content across the entire ecosystem, and this is why we refer to them as "Global Categories".


Once defined, you can now assign the same category structure across ideas, challenges, trends, startups, news, and more. 
This creates a shared strategic taxonomy that connects the entire system, enabling better filtering, smarter reporting, and cross-content insights.


For example: you can filter your search by them:


Once enabled, we recommend promoting the categories on the Home Page in icons widgets or other relevant display types.


For example:

Watch this in order to know how to use the "Icons Presentation" widget.



Learn here how to select this display type

 


Another benefit is boosting engagement, by ensuring every user stays in sync with topics they care about most, driving deeper participation and smarter engagement throughout the innovation ecosystem.

 

This can be achieved by allowing users to subscribe to these global categories (via their profile page and upon first login). Once subscribed, you can present them personalized content in various ways. You can also see in additional search and assignment capabilities.



So...

In order to start using them u need to follow the next steps:


  1. Initial enabling of this feature
    Let your CSM know:
    • How many "Global Categories" you will need.
      We do not recommend having more than 1-2
    • To which content are these categories relevant.
      You can select at least 2 from the below:
      • News
      • Challenges/Campaigns
      • One/More of your subsystems
    • To which of the global categories you would like users to be able to subscribe to

  2. Choose where Global Categories should be reflected in the system by default
    Based on your answers below the global categories will be added to:
    • The global search filters
    • The sonar filters and segmentation
    • The community page flites
    • The user search options when assigning users
    • The bulk email options
    • Grouping options in the reports and dashboard
    • Can be selected and displayed as tags for challenges/news

  3.  Where else it can be reflected upon request (w/no additional cost)
    • Personalization of the HP
      Change the displayed content in the HP to be sorted by the user's subscription
      (i.e. first display challenge/ideas/news of my interest)
    • Personalization of the Newsletter
      Change the displayed content in the Newsletter to be sorted by the user's subscription
      (i.e. first display challenge/ideas/news of my interest) OR alternatively display only the relevant content

  4.  Once you will create a new field from type "Select" in any of your subsystems (either a submission field OR Workflow field), you will be able to connect it to one of the existing global categories as explained here (min 0:31).
    Note that in case this is a Workflow field, it can be auto populated by our AI engine, based on the title and description of the idea/need/etc.
    The field will be displayed like a standard select field, and will be added to most tables and reports.
    In case it's needed in specific pages, please contact support.