Plans: Challenges

Use this module to manage challenges. A challenge contains plans and phases.

Search everywhere

1. To search everywhere, click this box.

   

2. Start typing. The results update automatically.

This searches all customers and accounts.

Search challenges

1. To search for challenges, click this Search box:

   

2. Type the text to search.

3. Press Enter on your keyboard.

This searches in the Challenge ID and Challenge Name columns.

Add a challenge

1. To add a challenge, click this button:

   

   This opens the Add New Challenge dialog:

   

2. Type in a name and description.

3. To add a refund percentage, check the box beside Refund Percent Applicable. Then type in a number

4. Click Save.

View and edit challenges

1. To view a challenge without editing it, click this button:

   

2. To edit a challenge, click this button:

   

3. Change the options. This works the same as adding a new challenge.

4. Click Save.

Sort the table

1. To sort the table, click any heading with this icon:

2. Click more than once to change the sorting:

   • Unsorted

   • Low-to-high

   • High-to-low

3. To sort again by another columnm, click another heading.

If you sort by multiple columns, the last one you click is the highest priority. The priority is shown with numbers.

For example, means that rows are sorted first for that column. Rows that have the same value for that column are sorted again by the column marked with .

Download challenges

To download data from the table:

1. Use any options on the page to sort and select the data you want to download.

2. Click this button:

   

This downloads the current view as a CSV file.