How to create and manage Launch Types

 

If you plan to use TerraTrue for multiple use cases, such as reviewing product developments or third party reviews, you may want to create Launch Types. Launch Types allow you to do two things:

  1. Make it easy for end-users to choose the right type of launch they need.
  2. Customize the experience of a launch type, ensuring your end-users are answering the right questions specific to your different launch purposes, and that the right review teams are in scope for each launch type. 

What Launch Types look like for end-users:

If you publish a launch type, end-users will it as an option when creating a launch. Here's an example showing two published launch types:

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They're then easily guided through a launch experienced that's been customized by admins. 

How to create and publish a Launch Type:

To create a Launch Type, go to Launch Types under Settings. There, you'll see your new Launch Types library. Click 'Add Launch Type to get started. 

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You'll be prompted to customize details such as the name, description, and (optional) instructions to coach your end-users how to complete this type of launch. 

Collecting Third Party Info:

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On this same screen, you'll also have the option to collect Third Party information directly on the launch. If you create a launch type for say, "New Vendor Evaluations", you could toggle this option on and prompt your end-users to type in the name of this third party. This will allow the data collected in the ensuing launch to be linked to the third party's profile. 

Customizing the rest of your Launch Type:

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After customizing your launch type details, you'll be prompted to customize the Launch Workflows, the Data Spec, and the Review Teams that should be included in your launch type. 

Once finished with these, click "Publish Launch Type" at the top of the page. 

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