Evaluate an idea

Review submitted ideas and then accept or reject them.

Before you begin

Role required: idea_manager

About this task

As an idea manager, evaluate an idea and then decide whether to accept or reject an idea. If an idea cannot be implemented right away, move the idea to the backlog and pick it up later.

Accept the ideas that are feasible for implementation and create a task such as a demand, project, or story from it. Plan and work on these tasks to develop an idea into a new feature, product, or enhancement.

Procedure

1. Navigate to All > Ideas > Idea Portal.
2. Select the title of an idea to view its details.
3. Open the idea in form view by selecting the more options () icon, and selecting the Open in platform option.
4. Review the idea details and then choose which action to perform on the idea.
   For more information, see Evaluate ideas.
5. Select Update.
   Convert the accepted ideas to a demand, epic, story, or feature based on how you would like to execute your idea. Use relevant options such as Epic, SAFe epic, or Improvement initiative based on the plugins installed such as PPM Standard, Agile Development 2.0 and Scaled Agile Framework (SAFe). After creating a demand or a project, change the state of the idea to track its status during different stages of development.