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On this page
  • Overview
  • What Categories Should Be Created?
  • Best Practices for Creating Categories
  1. Modules
  2. Ideas

Idea Categories

PreviousManage IdeasNextIdea Settings

Last updated 4 months ago

Overview

Use the New Category button on the top right to create new categories for organizing ideas. Categories give your users the ability to browse and get to relevant ideas quickly.


What Categories Should Be Created?

Creating predefined categories in the Ideas module provides structure and organization, making it easier for users to classify their ideas. This benefits both the users submitting ideas and the administrators managing them. While the creation of categories is not mandatory, here’s why an Ideas admin might want to create categories:

  • Organized Idea Management: Categories enable efficient tracking, filtering, and prioritization of ideas. Admins can quickly identify which areas are receiving the most suggestions.

  • Facilitate Reporting and Analysis: Categorized ideas allow admins to generate insights on trends, recurring challenges, and areas of innovation.

  • Align with Organizational Goals: Categories can reflect key business priorities, ensuring the focus remains on topics that matter most to the organization.


Best Practices for Creating Categories

  • Reflect Organizational Priorities: Choose categories that align with company goals, such as innovation, customer satisfaction, or operational efficiency.

  • Keep Categories Clear and Intuitive: Use simple, self-explanatory names to minimize confusion and ensure users know where their ideas fit.

  • Limit the Number of Categories: Avoid overwhelming users by sticking to a manageable number, ideally 5–10 core categories.

  • Provide an "Other" Option: Include a catch-all category for ideas that don’t neatly fit predefined categories, ensuring all contributions are captured.

  • Regularly Review and Update Categories: As priorities shift, adjust categories to remain relevant and aligned with business needs.

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