Manage Ideas

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…

Morten Toft
Updated 10 months ago by Morten Toft

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 11 months 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 4 months ago by Morten Toft

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..

Morten Toft
Updated 10 months ago by Morten Toft

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 11 months 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 9 months 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 9 months ago by Morten Toft

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 2 months ago by Jakob Storjohann

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