Hello, and welcome to the idea deployer. In this video, we will explain how to manage ideas. So let's get started.
How an idea moves through the workflow stages is managed through the Idea Pipeline.
Step 1: Click on Ideas in the vertical navigation. You will be navigated to a new screen that shows ideas by challenges.
Step 2: Click on the Kebab menu or vertical ellipsis icon.
Step 3: Click on All Ideas to navigate to the list view of all ideas.
The list view shows all ideas in a table, for example, idea title, the status of the idea, posted by, and other idea-related statistics.
Click on the Kebab menu to Edit or Delete an idea.
Step 4: Click on Idea Pipeline and you will be navigated to a new screen that shows ideas in Kanban or Pipeline view.
It shows the ideas by workflow stages, number of upvotes and downvotes, effort and impact rating scores, etc.
Step 5: Click anywhere on a particular idea to change the workflow stage.
A stage change screen will be displayed. It will also show workflow rules (if any).
Step 6: Click on the Change Status button to move the idea to the next stage.