Manage ideas

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:3分
  • Learn about the actions of the manage ideas form. Review the idea details and then choose which action to perform on the idea.

    表 : 1. Manage ideas
    Action Steps
    Change the title
    If you need to change the title of an idea for more clarity or accuracy, do one of the following actions:
    1. Enter a new title in the Title field.
    2. Select the Suggestions (Suggestions icon) icon to select from the list of predefined titles.
    Change the state Change the state of an idea as it moves through different stages of the life cycle. Changing the state of an idea also helps keep the submitter and subscribers of the idea informed.

    In the State list, select an appropriate state based on the status and priority of the idea.

    The following options are available:
    • Submitted: Default state when the idea is submitted.
    • Under Review: Pending review from the idea or demand manager.
    • Need more information: More information is required before the idea is promoted and prioritized for development.
    • In Backlog: Accepted but put on hold for possible development in the future.
    • Planned: Accepted, and a project, demand, epic, feature, or story is created from the idea for current implementation.
    • In Development: Work has started on the task created from the idea.
    • Unlikely to implement: Does not meet requirements, is not feasible, or is not popular. The idea becomes inactive and closed for comments and votes.
    • Duplicate: A similar idea exists in the database. The duplicate idea becomes associated with the original idea and is inactive and closed for comments and votes.
    • Already exists: Already developed at the time of idea submission or is close to being developed.
    Mark as a duplicate

    When you mark an idea as a duplicate, one idea is marked as the Original idea and the other as a Duplicate idea. A comment is logged in both the ideas with this information. The idea marked as a duplicate becomes inactive and closed for comments or votes.

    1. In the State list, set the status of the idea to Duplicate.
    2. Search for and select the idea that you want to mark as original in the Duplicate field.
    3. Enter a justification in the Close notes field.
    Delete an idea Remove an idea from the database when it is no longer relevant or becomes old. Deleting an idea removes all its details such as comments, attachments, and votes from the database.
    To delete an idea and all the details associated with it:
    • Select the idea.
    • Select Delete.