Manage ideas

As an idea manager, manage submitted ideas by reviewing them, making modifications, or deleting outdated ones, identifying duplicates, and updating and tracking their state.

Before you begin

Role required: idea_manager

About this task

The idea manager reviews submitted ideas and, if necessary, requests more information, and then chooses to accept or reject the idea. The number of votes on an idea helps in assessing the popularity and demand for the idea. Change the state of the idea to reflect its status. Changing the state helps in notifying the idea submitter and subscribers about the progress of the idea.

Note:

The idea submitter and all the subscribers receive a notification email whenever there is a change in the state of an idea. A notification email is also sent whenever a user comments on an idea or replies to a comment.

Procedure

1. Navigate to All > Ideas > Idea Portal.
2. Select the title of an idea to view its details.
3. Select the more options icon (), and then select the Open in platform option to open the idea in the form view.
4. Review the idea details and then choose which action to perform on the idea.
   For more information on actions and steps, see Manage ideas.
5. Select Update.

What to do next

Convert selected ideas into tasks such as demand, project, stories, and epics.