Idea Boards 3.0

Table of Contents

• Getting Started
• Setting up "Views"
• Setting Up Default Idea Image
• Submitting Ideas with New Idea Image
• Viewing / Voting / Favoriting Ideas
• Filtering Your 'Idea Board'
  • Sort Tabs
  • Changing View on Idea Board
  • Advanced Filtering
• Important Things to Note

Getting Started:

To enable, navigate to Site Setup > Ideas > Idea Boards and select Idea Boards 3.0. Admins can also enable/disable various filter options that will be displayed to their End Users.

Setting Up Idea Board "Views"

There are 3 different views to display Submissions on the Idea board.

1. Gallery - Ideas are displayed as cards. Best used with idea images. 
2. List - Ideas are displayed vertically. List view is designed for readability and skim-ability. 
3. Steps - Display your backend workflow to your user base. 

To enable a view, check the associated checkbox. Make a "View" the default view by selecting the associated radio button. 

Note that the Gallery view cannot be disabled.

List View Options

Select List from the View dropdown on the Idea Boards page to change from default view to List view.

Surface important pinned comments within the list view!

Display pinned inline comments by selecting Inline Pinned Comments under the "List View" section.

Steps View Options 

Surface your workflow by displaying Stages and Steps.

To display Stages, check the Stages checkbox. To display Steps, check the Steps checkbox.

Setting Up Default Idea Image

There is an option to set a default image for Submissions, in case an idea submitter does not provide an image to display on the Idea Board.

To set this up, Admins will navigate to Site Setup > Ideas > Ideas. Once there, the Admin can select 'Add Idea Image to Idea Submission Forms'.

A second section named 'Idea Image' will then be available (you may need to save changes and refresh the page to see the new section). Admins can select a default idea image by either dragging or dropping an image file into the gray window or selecting the window to upload.

Note: At this time, the default Idea image is limited to either JPEG, GIF, or PNG files.

Once an image is dropped or selected, Admins must crop a square-sized selection from the uploaded image. Users can scale the image to fit more or less into the cropped portion. When finished cropping the image, select Save.

The default image will then be displayed as a Preview. 

Select Save Changes in the Site Settings once the desired image is applied. Admins can edit this image at any time.

Alternatively, Admins can choose to default to Category images instead of individual Idea images. Read more about that option here.

Viewing Ideas

As Ideas are submitted, all users can have a more fluid experience by scrolling and scanning each idea. Users can view the Title, Description, Idea submitter, Vote count, and Comment count.

Note: Admins can enable Voting on Idea Boards under Site Setup > Ideas > Idea Boards.

Filtering 'Idea Boards'

Within the Idea Board, Users have options to customize their view in various ways. Below are the current possibilities that each User can take advantage of.

Sort Tabs

To enable sorting, navigate to Site Setup > Ideas > Idea Boards. Once there, select any of the sort options.

Users will see the sort tab at the top of the idea board. The user can select any of these sort options to quickly filter their Idea Board.

The user can leverage any of the following sort tabs:

• Random  = Random assortment of ideas
• Recent = Filters ideas most recently submitted, most recent starting at the top going left to right
• Active = Ideas filtered by number of views first and then counts number of comments and then votes.
• Votes = Sorts ideas by the highest voted, descending.
• Newest = Sorts Ideas by most recently submitted Ideas
• Oldest = Sorts Ideas by the oldest submission date

Administrators can also choose which sort tab loads by default when a user first opens the board, instead of the platform default under Site Setup > Ideas > Idea Boards.

Changing View on Idea Board

The Idea Board is displayed in a Grid view by default. To change this view to a Steps View or List View, users may toggle the top-right buttons on the Idea Board screen.

For further details on how to enable or disable this setting, please reference our Steps View and List View for End-Users article.

Advanced Filtering

All users have the option in 'Idea Board 3.0' to perform advanced filtering on the ideas within the Initiative.

To enable advanced Idea Boards options, navigate to Site Setup > Ideas > Idea Boards. Once there, select any of the following advanced filtering options:

• Search
• Status
• Stage
• Category
• Investment-to-date
• Projected Revenue
• Tags
• Expertise Required
• Additional Submission Questions*
• My Favorites
• My Votes
• New To Me
• My Submissions
• My Evaluations
• My Subscriptions

Note: For Additional Submission Questions, only Multiple-choice, Checkbox, and Dropdown Submission Form Questions can be filtered on the Idea Boards.

After selecting the Filter icon at the top left, users can choose multiple pre-selectors to filter out ideas. Users can create their own unique combinations of filters to see which idea(s) meet their criteria.

When Users apply a filtering option to the Idea Boards, the count of ideas that meet those requirements will update against the total number of available ideas. Once the user selects their requirements, the page will automatically update to reflect the filter selections. 

The user can reset their filters by selecting 'Clear' at the top of the list.

Important things to note:

• Administrators cannot add other widget(s) to the idea board page.
• Team Submission is not accommodated in Idea Boards.
• The 'Idea Board' is only available on the 'View Ideas' page- this cannot be added to any other page(s).
• The 'Idea Board' cannot be label edited at this time.
• Posting ideas cannot be done from this page; it must be included elsewhere (on another page, in the top navigation, or elsewhere)
• Admin cannot change the status or hide the idea in the idea board view.
• Only idea images will show in the idea board, not idea attachments.