WHAT DOES THIS FEATURE SOLVE?
Political processes often involve many actors at once, and it can quickly become difficult to keep track. With custom stakeholder groups, you can gather the actors relevant to your organisation or a specific topic in one structured list. By linking a group to an issue, you also get a filtered feed with content specifically about the stakeholders in that group.
HOW TO - STEP BY STEP
Create a new group
Go to Stakeholders in the left navigation.
Click "+ Add group" or find the option add a group via the three dots-menu on either Shared or Private in the menu on the left - depending on whether the group should be visible to everyone in your organisation or only to you.
Give the group a name and save.
Add stakeholders to the group
Select the group you just created.
Click the "+ Stakeholder" button.
Search for the name of the stakeholder you want to add and select the person from the list.
If the stakeholder does not already exist in the platform, you can create a new one by clicking "+ Create" and filling in the details in the form.
You can also add stakeholders to a group directly from a stakeholder profile by clicking the Groups-button.
Link the group to an issue
Go to the relevant issue in the left navigation.
Open Issue Settings and choose General. Attach the stakeholder group you want. Note that you cannot attach a personal group.
The Stakeholder-feed on the issue will now show the issue content filtered based on the stakeholders in that group.
GOOD TO KNOW
Shared groups are visible to all users in your organisation. Private groups are visible only to you.
Custom groups belong to your organisation.
Linking a stakeholder group to an issue is useful if you want to track a particular coalition or group of decision-makers in relation to a specific topic.