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Manage Ideas

How to Add Custom Filters

Go to an Missions. Click Filters. Pick Custom Filters. Define criteria of the ideas you would like to show up. Optional: You can save the Filter to a View so it shows up for other people. Optional: Y…

Updated 9 months ago by Ideanote

How to Add More Phases to a Mission

Go to a Mission. Click Edit in the top right corner. Go to Phases. Click Add.

Updated 9 months ago by Ideanote

How to Add Statuses

Go to Settings. Click the Status tab. Add or edit a Status. There are 3 Status categories: Active, Archive and Completed that you can manage Statuses in.

Updated 9 months ago by Ideanote

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 a Mission.…

Updated 9 months ago by Ideanote

How to Add a Message when changing Status

Click the three dots in the top right corner of an idea and choose "Change status".. Choose a Status Group in the menu, e.g. " Completed ". Toggle " Add Message " in the dialog that opens. Select a S…

Updated 9 months ago by Ideanote

How to Create Custom Rating Criteria

Rating Criteria are first created in Settings and then loaded into your Idea Collection. Manage Rating Criteria available on the Workspace. Go to Settings Click Custom Evaluation. Click Add. Save you…

Updated 9 months ago by Ideanote

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. Go to Advanced. Click the Delete Mission button. Deleting a Mission deletes all ideas and activiti…

Updated 9 months ago by Ideanote

How to Enable Locked Phases

Locking phases allows you to freeze changes to an idea or some of its activities. Go to an Mission. Click or Edit in the top-right corner. Click Phases and edit any phase. Set Locked to on/off. Selec…

Updated 9 months ago by Ideanote

How to Hide Phases or Activities

Go to an Mission. Click or Edit in the top-right corner. Click Phases and edit any phase. Set Hidden to on under advanced. Select to hide the entire phase or just the activities within it..

Updated 9 months ago by Ideanote

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..

Updated 9 months ago by Ideanote

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. Tip: You can also move many ideas at once by using a list View, selecti…

Updated 9 months ago by Ideanote

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.

Updated 9 months ago by Ideanote

How to hide the Phase Summary

Every phase summarizes the actions people take in a little counter at the bottom of an idea card. For example you might see a counter showing 5 comments or an average rating of 3.4 By toggling "Phase…

Updated 1 month ago by Ideanote

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