How To

Here’s some quick tips on how to take actions within Weave!


Joining a Running Forum

Join a forum to participate in a Collaborative Event to solve a problem with your team, stakeholders, and your customers.
There are a few ways to join a Forum in Weave. Someone can send you a link to join the forum, or use one of the ways described below.

With a Forum ID

1. Find the Join Icon on the top of the Forum list pages.

2. Select the Join Icon to be taken the Join Forum page.

3. Enter the 9 Digit Forum ID into the appropriate field and select the Join Forum button.

From the Forum List

1. Find the forum you wish to join in your Dashboard or a Forum list page.

2. In the far right column of the Forum Row, you will see the Join Icon.

3. Select the Join Icon to Join the Forum.


Starting a New Forum

Start a forum to embark on new a adventure with a Framework.
Forums can be started from all of the forum pages, but also from the Frameworks page.

From Forum Pages

1. Find the Start Icon on the top of the Forum list pages.

2. Select the Start Icon to view Frameworks to Start your Forum from.

3. Select a Framework to base your forum on an begin by selecting it.

From the Frameworks Page

1. Navigate to the Frameworks page.

2. Find the Framework you’d like to base a forum off of.

3. Select the Start Icon at the bottom of the chosen Framework’s card.


Scheduling an Event

It’s a great idea to plan your forums and galas and invite other participants. To do this, you will want to schedule an event.
You can schedule an event (forum or gala) from the forum page or from the frameworks page.

Schedule a Forum

1. Find the Schedule Icon on the top of the Forum list pages.

2. Select the Schedule Icon to view Frameworks to Schedule your Event from.

3. Select a Framework to base your forum on an begin by selecting it.

4. Fill out the time and date of your forum, specify a moderator (you or someone else) and enter a guest list. Attend to the other options if desired and schedule your forum. You may send an invitation letter to participants immediately after scheduling.

Schedule a Gala

1. Navigate to the Frameworks page.

2. Find the Framework you’d like to base an Event off of.

3. Select the Schedule Icon at the bottom of the chosen Framework’s card.

4. Select whether you would like to Schedule a Forum or a Gala, enter the necessary information, and schedule your event!


Viewing Event Results

Joining and participating in forums is only half the fun. To extract value from your forums, you will need to view and analyze the results.
You are able to view the results of the forum in Weave or download the results and view them in Excel.

View Forum Results

Forum ID info

View Gala Results

1. Find the Gala on a forums list page

2. Select the list icon to view the forums of the Gala.

3. From this page you are able to view results of Forums.


Choosing a Framework

There are a lot of different Frameworks in Weave, and all of them provide very unique value.
We’ve made it easy to search for and find the perfect Framework, but if you cannot you can always Edit a Framework to suit your needs. If just nothing will do, you should go ahead and create your own Framework from scratch!

Find a Framework

1. Navigate to the Frameworks Page.

2. Select the Info Button to view information about your chosen Framework.

3. Peruse the Framework Info page to decide whether you’d like to Start a Forum, Schedule and Event, or Edit this Framework.

Edit a Framework

1. Navigate to the Frameworks Page.

2. Select the Edit Button. If prompted, create a copy of the existing framework.


Creating a Framework

There are a lot of different Frameworks in Weave, and all of them provide very unique value.
We’ve made it easy to search for and find the perfect Framework, but if you cannot you can always Edit a Framework to suit your needs. If just nothing will do, you should go ahead and create your own Framework from scratch!

Create an Idea Generation Framework

1. Navigate to the Frameworks Page.

2. Select the AddButton in the top right corner of the page.

3. Select the “New Idea Generation Framework” from the dialog.

Create a Decision Making Framework

1. Navigate to the Frameworks Page.

2. Select the AddButton in the top right corner of the page.

3. Select the “New Decision Making Framework” from the dialog.


Getting Started with Projects

Join a forum to participate in a Collaborative Event to solve a problem with your team, stakeholders, and your customers.
There are a few ways to join a Forum in Weave. Someone can send you a link to join the forum, or use one of the ways described below.

Creating Your First Project

1. Navigate to the Projects page
2. Create your first Project with the + button

Getting Assets Into a Project

2. Navigate to your asset and open the triple dot menu
3. Select “Move to Project”
3. Find your Project and select “Move to Here”