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How to Create a Lens in FORA: A Step-by-Step Guide
How to Create a Lens in FORA: A Step-by-Step Guide

Process for creating a lens in FORA

Updated over 9 months ago

Creating a Lens in FORA allows you to track specific topics, themes, and high-priority items across your organization. Follow these simple steps to set up your Lens:

Step 1: Create Your Lens

  1. Lens Title

    • Enter a descriptive title for your Lens.

  2. Lens Type

    • Choose how you want to start your Lens. Options might include starting from a blank template or using a predefined template.

  3. Privacy

    • Select the visibility settings for your Lens (e.g., private, team, or public).

  4. Color

    • Choose a color to help you visually identify your Lens.

  5. Icon

    • Select an icon that represents the focus of your Lens.

  6. Followers

    • Add followers who will be able to view and interact with this Lens.

Step 2: Describe Your Lens

  1. Topics & Themes

    • Enter specific topics, themes, or keywords you want to track with this Lens. This helps FORA understand what information you are looking for.

  2. Why This Is Important

    • Explain why you decided to create this Lens and what insights you hope to gain. This helps you clarify your objectives.

  3. High-Priority Items (Optional)

    • Specify examples of updates you would consider high-priority within this Lens. This helps prioritize the information you receive.

    • If you need help with these prompts, click on "Get Suggestions" for assistance.

Step 3: Filtering Options (Optional)

  1. People

    • Filter updates based on internal and external people related to your topics.

  2. Date Range

    • Set a specific time period to focus on for your Lens.

  3. Category

    • Choose an organizational theme or category to narrow down the updates.

    • You can preview the sources that FORA will use to generate insights by clicking on "Preview Sources."

Final Step: Finish & Save

  • Once you have filled in all the necessary details and options, click on "Finish & Save" to create your Lens.

By following these steps, you can effectively create a Lens in FORA that will provide you with tailored insights and keep you informed about the topics and themes that matter most to you.

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