Create an Idea

Overview

Encourage users to engage with the Ideas module to foster innovation and collaboration, enabling employees to share creative solutions and insights. By centralizing idea generation and management, you can identify valuable opportunities, streamline decision-making, and drive continuous improvement.

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Posting an Idea

To post an idea, click the Post an Idea button located in the upper right-hand side of the screen.

Start by inputting a clear and concise title for your idea, and associate it with a team, which can be a project, group, department, or opportunity name.

Provide a detailed description of your idea, ensuring it is as thorough as possible. Additionally, assign relevant hashtags to make your idea easy to search, and attach any applicable files to provide further context or support.

Once everything is ready, you can preview the idea, share it with colleagues, or cancel the creation process if needed.

Admins can select an appropriate Idea Campaign to associate an idea with.

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Idea Tools

After submitting your idea, various tools are available to manage and share it.

Sharing and Linking:

• Get an Idea Link: Generate a shareable link for your idea.

• Share via Private Message: Send your idea directly to others.

Additional Actions:

• Add a Task: Create tasks linked to your idea.

• Create a Project: Turn your idea into a project when it’s ready to be put into action.

Three-Dot Menu Options:

• Edit the Idea: Make updates to your idea’s details.

• Delete the Idea: Remove the idea from the system.

• Move to Idea Campaign: Admin only. Reassign the idea to a different campaign. When selecting this option, choose the appropriate campaign from the dropdown menu.