Manage Ideas

How to Add More Phases to a Mission

Go to a mission. Select the Manage view. Click Add phase. Edit or add phases for this your mission..

Morten Toft
Updated 1 year ago by Morten Toft

How to Add Weighted Rating

Adjusting the weight of individual criteria lets you prioritize the most important criteria so they count for more relative to other criteria, resulting in a weighted total average. Go to an Idea Col…

Jakob Storjohann
Updated 2 months ago by Jakob Storjohann

How to Create Custom Rating Criteria

Rating Criteria are first created in Settings and then loaded into your Idea Collection. Go to Settings. Click Custom Evaluation. Click Add new criteria. Save your new criterion. Go to your Idea Coll…

Morten Toft
Updated 1 month ago by Morten Toft

How to Delete a Mission

Go to the mission you wish to delete. Click Edit in the top right-hand corner inside of the mission. Click the Delete button.

Morten Toft
Updated 8 months ago by Morten Toft

How to Hide Phases or Activities

Go to an Idea Collection. Click or add a Columns View. Click Edit Phase for any phase. Set Hidden to on. Select to hide the entire phase or just the activities within it..

Jakob Storjohann
Updated 2 months ago by Jakob Storjohann

How to Link Ideas Together

Go to Insights. Click the Trends tab. Open the Idea Clustering tool. Hold down Shift to select multiple ideas. Click Link to link the selected ideas together..

Morten Toft
Updated 1 year ago by Morten Toft

How to Move Ideas between Missions

Click the More option ("⋮") on the idea you want to move. Select Move idea to another mission. Pick a new mission for the idea.

Morten Toft
Updated 1 year ago by Morten Toft

How to Move Ideas between Phases

Click the More option ("⋮") on the idea you want to move. Click Change phase. Pick one of the available phases.

Morten Toft
Updated 1 year ago by Morten Toft

How to enable Locked Phases

Locking phases allows you to freeze changes to an idea or some of its activities. Go to an Idea Collection. Click or add a Columns View. Click Edit Phase for any phase. Set Locked to on/off. Select t…

Jakob Storjohann
Updated 1 month ago by Jakob Storjohann

How to set up a Zapier Integration

Is it time to automate part of your innovation workflows? Zapier integrations make it happen by connecting Ideanote to 2,000+ other web services. Automated connections called Zaps, set up in minutes…

Jakob Storjohann
Updated 5 months ago by Jakob Storjohann

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