---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure idea categories

# Configure idea categories for transferring request as Idea {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea.

## Before you begin

Role required: admin

## About this task

When an idea is created in the Idea Portal, it must be associated with at least one or multiple categories. Create mapping between your department-specific primary ticket and idea category to be used when a service ticket is
transferred as an idea to another department.

## Procedure

1. Navigate to AllUniversal RequestAdministrationDirect Transfer Configuration.
2. Follow the steps as described in [Direct transfer mapping](https://www.servicenow.com/docs/access?context=ur-transfer-map-config&version=zurich&pubname=zurich-employee-service-management&ft:locale=en-US).
3. Select Submit.

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