Engage Help Center
ENGAGE HELP CENTER
Activity templates
This page will serve as a guide on how to use the Activity template library on the Engage platform.
The Engage platform accommodates a library of Activity templates for the convenience of verified organisations. Activity template library is a collection of ready-made Engage activities of various types consisting of the most common and popular standardized health-related surveys that are based on various index formulas and algorithms, as well as other custom activities.
Copy the Activity templates to your project
Administrators of verified Engage organisations are enabled to select any of the available Activity templates and copy them to their project, allowing to save the time that would be otherwise spent on creating the survey from scratch.
Administrators of verified Engage organisations are enabled to select any of the available Activity templates and copy them to their project, allowing to save the time that would be otherwise spent on creating the survey from scratch.
In order to verify your Engage organisation, reach out to support@longenesis.com.
Steps to take to apply Activity templates
1. Access the template list:
A) Browse through the section Recommended templates that can be found at the top part of the Activities page of each project.
1. Access the template list:
A) Browse through the section Recommended templates that can be found at the top part of the Activities page of each project.
Select "Show all" in the top right corner of the template bar to move to the Template page.
B) Select the button New located in the top-right corner of the Engage window to create a new activity. Next, a pop-up window will be displayed presenting a choice between a Blank activity and Template. Opt for a new Template.
Use the boolean "Show recommended templates in the activities page" to either show or hide the template list in your projects.
2. Browse through the expandable activity type sections and view the available templates.
3. Select to View template to open and thoroughly test it from the Participant view.
4. Having reviewed and tested the template from the Participant view, click on the button Copy to project located in the top-right corner of the Engage window.
4. Find the draft of the copied template among the activities of your project and adjust it to your needs before publishing it, e.g., add more translations, adjust the Participant report etc.
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