To create an idea, click on Ideas on the left side, then to the 'Add new idea' on the right.

The ideas creation panel will show up. Here, you can add a title to the idea, describe it, comment, view the linked insights, or add new ones. Also, you can check the status of the idea or add new contact information to it.

Note: the contacts in the insights that are linked to an idea will automatically show up, but it is possible to add other contacts manually if needed.

It is also possible to add attachments to the idea as images, as embedded web content, or copy the link of the idea and share it directly with someone.

Next to them in the "..." menu, you can archive the idea, which you can also do from the main idea panel on each card.

Ideas can have different statuses and you can move the ideas by drag and drop between them. Customization of the lists is also available, you can rename, move, delete, or add a new list.

Managing your idea board can become exhausting when working over 50 ideas of multiple products or components. The filter option will help you to narrow your scope while updating ideas.

You can filter your idea board by labels or lists with just a few clicks. Moreover, you can save your favorite filter settings on the idea board, and your teammates can also use these saved settings

Everything you can do on the idea board in the default (unfiltered) view is also available in a saved view.


Tips for using filters and saved views:

  • use labels to mark different products or components

  • create a saved view for each product

  • use list filters if you would like to see only a particular part of the board, eg, the published lists.

Did this answer your question?