Help Center
Getting Started
- Getting started overviewWhat SolveNext Lab is, how the Instigator and Leader areas fit together, how to move around, and how personal and team workspaces differ.
- How do I register to the Next Lab?Create your SolveNext Lab account with your email or Google account, confirm your email, and sign in with a magic link or password.
- Tour of the Next LabTake the guided or video tour from the Home page and learn the main parts of the Next Lab screen.
Workspaces and Teams
- Teams overviewHow teams and team workspaces work in SolveNext Lab: roles, the workspace switcher, joining, seats and who can manage what.
- How to create a teamWho can create a team in SolveNext Lab, where to find the Create Team button, and what each field on the team form means.
- How to edit a teamRename a team from its team page using Edit This Team. Administrators can also update license dates, seats and enterprise settings.
- How to add and remove the team admin roleGive a team member the team admin role with Make admin, or take it away with Remove as admin, from the team's user list.
- Creating a new teamQuick start: create a team, then add members, assign admins and start working in the new team workspace.
- How to add seats to a teamTeam seat limits are set by SolveNext administrators on the team form. There is no self-service seat purchase. Here's how seats work.
- How to invite a user to join your teamEmail an invitation to someone without a SolveNext Lab account so they join your team automatically when they sign up.
- Add users to a teamAdd people who already have a SolveNext Lab account to your team with Add User, and remove members with Remove.
Sessions
- Sessions overviewSessions are single innovation workshops built from an agenda of drills, custom items and dividers that you can play, share and report on.
- How to use a SessionCreate a session, build its agenda with drills, custom items and dividers, then play it with your participants.
- How to create a Session from a TemplateStart a new session from a personal or global template so its agenda and resources are copied for you.
- How to create a Session with resourcesAdd links for the whole session and links or files for individual agenda items so participants have what they need.
- How to archive and unarchive a SessionHide sessions you no longer use without deleting them, and bring them back whenever you need them.
- How to duplicate a SessionMake a copy of a session, including its agenda and resources, to reuse it for another workshop.
- How to move a session to another sprintChange the sprint a session belongs to by editing the session and picking a new sprint.
- How to move a Session to a TeamMove a personal session into one of your teams so other team members can see and work on it.
- How to create a session for a specific time zoneSet the time zone where your workshop takes place so the start time and agenda times are correct for participants.
Sprints
- Sprints overviewSprints group related sessions into one phase of innovation work so you can plan, share, archive and report on them together.
- How to use SprintsCreate a sprint, add sessions to it and use the sprint page to share, copy, report on and archive a phase of work.
- How to create a Sprint from a templateStart a new sprint from a personal or global sprint template so its sessions and agendas are copied for you.
- How to duplicate a SprintMake a copy of a sprint, including all its sessions, agendas and resources, to run a similar phase of work again.
- How to move a Sprint to another projectMoving an existing sprint to another project is not currently available. Copy it into the target project instead.
- How to archive and unarchive a SprintHide a finished sprint from your active list without deleting it, and restore it whenever you need it again.
- Order sessions inside a SprintDrag and drop sessions on the sprint page to set the order in which they appear in the sprint.
Projects
- Projects overviewLearn what a project is, how it is linked to an Innovation Opportunity, and where to find your projects in SolveNext Lab.
- How to duplicate your ProjectsMake a copy of a project and its Innovation Opportunity details to start a similar initiative quickly.
- How to share a ProjectShare a personal project with other SolveNext Lab users and find work others shared with you on the Shared with me page.
- How to Archive and Unarchive a ProjectArchive a personal project to hide it from your lists, and unarchive it from the project page when you need it again.
- Navigate between Projects and Innovation OpportunitiesMove between a project's Innovation Opportunity page in the Leader view and its project page with sprints in the Instigator view.
Drill Library
- Drill Library overviewBrowse, filter and use curated innovation drills, add them to sessions, print their posters and keep one-off drills in On the fly drills.
- How to filter the drillsNarrow the Drill Library by keyword, practice and license, and sort the results by name, rating or practice.
- How to use a single drill (On the fly drills)Run one drill on its own, without building a session, and find it again later under On the fly drills.
- How to filter drills with tagsUse the Popular Tags in the Drill Library filters to show only drills tagged with the topics you need.
- How to do a search in the global search engineUse the search box in the top bar to find drills, sessions, sprints and templates by name from anywhere in the Next Lab.
- How to create a Miro virtual white board from a drillCreate a Miro board from a drill's template, for each team, duo or individual in a virtual or hybrid session, or for an on the fly drill.
- How to preview a posterOpen a drill's Printable Poster from the Drill Library to see its poster pages before your session.
- How to print postersPrint the posters for a single drill, or for every drill, team and duo in an in-person or hybrid session.
- How to add tags to a drillSolveNext admins can tag drills from ADMIN CONTENTS so users can filter the Drill Library by tag.
Sharing
- Sharing overviewShare projects, sprints and sessions with other SolveNext Lab users, and send a public agenda link to anyone.
- How to copy the link to share the agendaCopy a public link to the agenda of a session, sprint or project and share it with anyone, even people without an account.
Folders
- Folders overviewUse folders and sub-folders to keep your Innovation Opportunities, sprints and sessions organized.
- How to create a folderCreate folders and sub-folders in your sessions, sprints or Innovation Opportunities lists to keep your work organized.
- How to move a project to a folderMoving existing projects into a folder is currently unavailable. Learn the alternatives and how to move sprints and sessions.
Templates
- Templates overviewTemplates are reusable sprints and sessions you can copy to start new work quickly. Find them in the Template library.
- How to create a Global TemplateSolveNext admins can publish a sprint or session template to all users, optionally limited to a license level.
- How to add tags to a TemplateAdmins can add Tags and Next Cycle Tags to sprint and session templates so users can filter the Template library.
- How to filter Templates using tagsUse Filter in the Template library to show only sprint and session templates with the Tags or Next Cycle Tags you pick.
- How to create a Template from a ProjectProject templates are not available right now. Learn the closest alternative: save each sprint of your project as a sprint template.
- How to create a Template from a SprintSave a copy of a sprint, with all its sessions, agendas and resources, as a personal template you can reuse from the Template library.
- How to create a Template from a SessionSave a copy of a session, with its agenda items and resources, as a personal template you can reuse from the Template library.
Play Mode and Invitations
- Play Mode overviewPlay Mode is the live view of a session: a shareable page with the agenda, drills, resources and posters you use to run the workshop.
- How to share a Play Session link with a calendar inviteCopy your session's Play Mode link or email participants a calendar invite (event.ics) that points to it.
Innovation Opportunities
- Innovation Opportunities overviewWhat Innovation Opportunities are, what each one contains, and where to find and manage them in the Leader area of SolveNext Lab.
- Tracking Innovation OpportunitiesUse the Innovation Opportunities list, the Portfolios page and each opportunity page to follow progress, learning and spending.
- How to create an Innovation OpportunityCreate a new Innovation Opportunity from the Innovation Opportunities list, choosing its portfolio, budget and challenge details.
- Seeing an Innovation Opportunity full reportOpen the Full report of an Innovation Opportunity to review its details, cycle progress, hypotheses, small bets and resources in one view.
Portfolios and Budgets
- Portfolios and budget overviewHow portfolios group your Innovation Opportunities and how the innovation budget is split across portfolios and opportunities.
- How to allocate the Next Fund (innovation budget)Set your total innovation budget and split it across the Maximize, Renew, Grow and Optimize portfolios from the Portfolios page.
- How to change the portfolio of an Innovation OpportunityMove an Innovation Opportunity to another portfolio from its Edit page so it counts toward that portfolio's budget and metrics.
The Next Cycle
- Next Cycle overviewHow the Next Cycle's five stages and their steps work, and how an Innovation Opportunity moves through them.
- Navigating the Next Cycle's stages, step by stepRead the Next Cycle bar on an Innovation Opportunity to see its current stage and step and all the steps in each stage.
- Move an Innovation Opportunity through the Next CycleChange an Innovation Opportunity's stage or step by clicking the Next Cycle bar on its page, or let the AI assistant suggest a position.
- How to advance step by step and automatically create sprintsAdvance an Innovation Opportunity one step at a time. Sprints are not created automatically today, so add them to the linked project yourself.
- How to backtrack an Innovation Opportunity in the Next CycleMove an Innovation Opportunity back to an earlier step or stage when new learning shows it isn't as far along as you thought.
Assumptions and Knowledge
- Hypotheses overviewWhat hypotheses are, how assumptions become knowledge, and where to manage them on an Innovation Opportunity in SolveNext Lab.
- How to add participants to a hypothesisAdd people to a hypothesis so they know they are involved in testing it. Each new participant receives an email notification.
Small Bets and LFIs
- Small bets overviewWhat small bets, outcomes, LFIs and LFI implications are, and how they turn assumptions into knowledge on an Innovation Opportunity.
- How to create a small bet and record its outcomes, LFI and LFI implicationsAdd a small bet to a hypothesis, then record its outcomes, LFI and LFI implications, attach evidence and generate follow-up small bets.
Spendings
- Spendings overviewHow opportunity budgets and spendings work, where to record them, and how spending totals roll up to portfolios and your workspace.
- How to make budget and spending updates for Innovation OpportunitiesChange an Innovation Opportunity's budget from its Edit page and correct existing spending entries from the Spending History list.
- How to add an expenditure and track spendings of an Innovation OpportunityRecord an expense against an Innovation Opportunity and follow its spending against budget with the Budget card, chart and Spending History.
Opportunity Resources
- Opportunity resources overviewWhat opportunity resources are, which files and links you can attach, and how the AI assistants use them as context.
- Adding a new resource to Innovation OpportunitiesAttach a file or a link to an Innovation Opportunity so your team and the AI assistants can use it as context.
Next Tools
- Next Tools overviewWhat Next Tools are, which AI-powered tools are available, how to run one and how to link the results to an Innovation Opportunity.
AI Assistants
- AI Assistants overviewThe AI assistants in SolveNext Lab: the home page AI chat, the Help support chat, the AI Assistants library and the Advance with AI opportunity assistants.
Ratings and Reviews
- Ratings overviewRate drills from 1 to 5 stars and leave comments so you and others can find the exercises that work best.
- How to rate a drillGive a drill 1 to 5 stars and an optional comment from its Rating tab in the Drill library or a session.
- How to rate a sessionUse Review on a session page to rate its drills and the session. This flow is currently unreliable; rate drills one by one instead.
Licensing
- Licensing overviewThe Free, Basic and Professional licenses, what each one unlocks, how the trial works and how to upgrade or get a team or enterprise plan.
