Manage ideas

  • Release version: Xanadu
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Manage Ideas

    The Manage Ideas form allows users to efficiently handle the lifecycle of ideas within ServiceNow. Users can review idea details and choose appropriate actions to manage each idea effectively.

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    Key Features

    • Change the Title: Users can modify the title for clarity by entering a new title or selecting from predefined suggestions.
    • Change the State: The state of an idea can be updated to reflect its lifecycle stage, including options like Submitted, Under Review, Planned, and more.
    • Mark as Duplicate: This feature allows users to designate one idea as original and another as a duplicate, with relevant notes logged for reference.
    • Delete an Idea: Users can completely remove an idea and all associated details from the database when it is no longer relevant.

    Key Outcomes

    By utilizing the Manage Ideas features, ServiceNow customers can maintain an organized and efficient idea management process, ensuring clarity in communication and decision-making throughout the idea lifecycle. This helps keep stakeholders informed and facilitates better management of resources and prioritization.

    Learn about the actions of the manage ideas form. Review the idea details and then choose which action to perform on the idea.

    Table 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.