How to Add Custom Rating Criteria
Go to Settings. Click Custom Evaluation. Click Add new criteria. After adding a criterion, you can use it in new and existing missions: Go to your mission. Add or edit the Rate phase. Click Ask peopl…
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 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 a Phase
Locate the phase you wish to hide. Click the More option ("⋮") on the phase. Select Edit phase. Go to the Control Visibility menu. Set the phase to Hidden..
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 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…