Enhanced Idea List


The Idea List (Grid) section in Platform allows the Pipeline Manager to fully manage all ideas in their Pipeline!

 

Table of Contents

Getting Started

    • To get started, select the right hand menu bar tab from the Pipeline Steps screen: 

 

      • Select the "List" option from the menu bar:
 

Sort / Filter Idea List View

    • Within the list view, the Pipeline Manager can sort all ideas based on specific criteria.

      • Sort Ascending / Descending: Select any column header to sort ascending or descending: 

      • Add / Remove Columns: Columns in the grid can be removed or added by selecting the gear icon in the list header:

 

      • The Pipeline Manager also has the option to add a column to show the Average Score for each step within the Pipeline
        • Select the extra column option from the drop-down list to display the extra columns:

      • Filter Column - Select the filter icon next to the column name and enter the desired filter by text.
        • After hitting "OK", the filter will apply to the grid view.

Managing Ideas

    • From the List View, the Pipeline Manager will see all ideas the selected Pipeline.

 

      • The list view allows the Manager to perform the following actions (via the action menu) or right clicking on any idea:
        • Change Visibility: Select whether the idea is visible for end users.
        • Change Category: Allows the manager to change idea category for any selected idea(s).
        • Change Status: Allows the manager to change idea status for any selected idea(s).
        • Copy Ideas: Copy ideas to other Pipelines (WebStorms) in the Brightidea system.
        • Merge Ideas: Note: *Merge functionality is currently not available in the new Fall 2014 release* - Merge very similar ideas into one with a parent/child relationship.
        • Link Ideas: Link ideas to create a linked connection between two or more ideas.  
          • Linking Ideas can also be done by selecting the "Link" button from the Moderation toolbar:

 

        • Change Pipeline: Allows the manager to move an ideas to another Pipeline (WebStorm).
        • Add Tag: Add additional tags for the selected ideas.
        • Add Admin Tag: Add additional admin tags for the selected ideas, these are only visible to WebStorm & System administrators.
        • Delete Ideas: Delete selected ideas. Note: Once deleted, it's not possible to recover the ideas.

Inline Editing of Ideas

    • The list view also support direct inline editing of all fields in the grid.
      • To make any changes, simply select the needed field and the ability to edit will appear:

Import / Export Ideas

Import Ideas

    • Ideas can now be imported directly from the list view in the Brightidea Platform.
      • To  Quick Add an Idea, select the " + " icon above the grid.
        • This option will allow the manager to submit the name of an idea directly to that Pipeline without having to go to the submission form page
      • To Submit Idea, select the down arrow next to to " + " icon
        • This option will redirect the manager to the idea submission form page to submit a new idea.
      • To Import ideas, select the down arrow next to the " + " icon to open the import idea dialog: 

 

      • Within the import dialog, the Pipeline Manager will need to download the Excel (.XLS) import template which will be used to import ideas. 
      • Once the template is filled in, upload the template and select "Import Ideas" to complete this process. 

 

      • Once the upload complete, the Pipeline Manager will receive an email with the confirmation. 

Export Ideas

      • To Export Ideas, select the green Excel icon in the idea list view: 

 

      • The export will be downloaded in .CSV format which can be opened in Excel.

 

Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk