> For the complete documentation index, see [llms.txt](https://hylozoic.gitbook.io/hylo/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hylozoic.gitbook.io/hylo/guides/participatory-funding-rounds/how-to-create-a-participatory-round.md).

# How to Create a Participatory Round

### Step 1: Create a Round

1. As a steward of a group, click the (+) Create Button  
2. Select **Funding Round**

<figure><img src="/files/6PoYs8WO4RYBCadPXlPS" alt=""><figcaption></figcaption></figure>

### Step 2: Configure Basic Settings

**Required Fields:**

* **Title**: Give your round a clear, descriptive name
* **Description**: Explain the purpose of this funding round (the description supports embedded YouTube/Vimeo videos)
* **Submission Criteria**: Define what information proposals must include
* **Budget Requirement**: Choose whether budget details are required or optional

**Other Settings**

* Include a banner image
* Chose the term used to describe "Submissions"
* **Decide which roles/badges can add a submission to the round (default is all members)**

<figure><img src="/files/mzSA1A4S83oG5t4TERIx" alt=""><figcaption></figcaption></figure>

### Step 3: Set Voting Parameters

* Determine **which roles/badges can vote in the Round** (default is all members)
* Select the **Token Type** (default is votes for **Voting**), though your local currency can be selected (**Co-Budgeting**)

<figure><img src="/files/vDI6Fq5zvBuRm9GxdpL1" alt=""><figcaption></figcaption></figure>

**For Co-Budgeting**&#x20;

* Select "Currency" from the dropdown (currencies are searchable)
* Determine if voters receive **the same number of funds OR  if a pool of funds will be divided evently between workers**
* Dermine the **minimum & maximum funds** allowed per submission<br>

  <figure><img src="/files/iIeTjgpohwKC1bbuvIrM" alt=""><figcaption></figcaption></figure>

**For Priority Voting:**

* Select the **Token Type - Votes** (Default)
* Configure token allocation
  * Determine if **voters will receive the same number of votes OR if votes will be divided evenly among all voters**
  * Determine the m**inimum votes allowed per submission and the maximum votes per submission**&#x20;

<figure><img src="/files/0zsEg6gPlNJaR29122AC" alt=""><figcaption></figcaption></figure>

### Step 5: Schedule Your Round&#x20;

**Choose to manually advance your Round OR Set dates for automatic phase transitions:**

* Proposal submission start date
* Submission deadline
* Voting start date
* Voting end date

If you automatically schedule your round, you still have the option to advance manually to the next phase.&#x20;

<figure><img src="/files/LnrDQReYRLL49wFro6Tg" alt=""><figcaption></figcaption></figure>

## Best Practices for Setting Up Rounds

* **Clear Criteria**: Define exactly what information proposals need
* **Appropriate Timeline**: Allow sufficient time for each phase
* **Balanced Participation**: Consider who can submit vs. who can vote
* **Communication**: Use the description field to explain goals and expectations
* **Feature the Funding Rounds in the Group Menu**
* Consider **minimum/maximum allocations** to encourage broad support
* **Transparent Process**: Communicate why editing stops during voting

#### Notifications

* Stewards receive notifications for all new submissions
* Participants receive digest notifications about new submissions (during Discussion phase)
* All participants are notified when rounds advance to new phases
* Results notifications are sent to all participants when voting ends