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..
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…
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…
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.
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..
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..
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.
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.
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…
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…