Pipeline List View

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

Table of Contents

• Getting Started
• Sort / Filter Idea List View
• Sort Ascending / Descending
• Add / Remove Columns
• Reorder Columns
• Filter Column
• Search Bar
• Managing Ideas
• Import / Export Ideas
• Import Ideas
• Export Ideas

Getting Started

• Within your Dynamic Navigation, you should see an option for 'List' that is available.

Sort / Filter Pipeline List View

• Within the list view, the Pipeline Manager can sort and filter all ideas based on specific criteria.
• Any list of sorted and filtered ideas has a distinct URL and can be bookmarked.

• 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 ellipsis icon in the list header:

• This option provides the Pipeline Manager with the ability to also add extra submission form questions / answers to appear as columns in the grid.

• 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 dropdown list to display the extra columns:

• Reorder Columns: Columns in the grid can be reordered by dragging and dropping the fields in the dropdown under the ellipsis icon.
  • The order of the columns in the grid matches the order of the dropdown.

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

• Search Bar - The search bar allows administrators to quickly search for ideas in the Pipeline.
  • Results are displayed in real time.

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).
• Change Step: Allows the manager to change idea step for any selected idea(s).
• Copy Ideas: Copy ideas to other Pipelines (Sites) in the Brightidea system.
• Link Ideas: Link ideas to create a linked connection between two or more ideas.
• Change Pipeline: Allows the manager to move an ideas to another Pipeline (Site).
• 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 Site & System administrators.
• Delete Ideas: Delete selected ideas. Note: Once deleted, it's not possible to recover the ideas.

Import / Export Ideas

Import Ideas

• • Ideas can now be imported directly from the list view in the Brightidea Platform.
    • 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
    • This option will redirect the manager to the idea submission form page to submit a new idea.
    • Select Quick Add to create a new Idea quickly

• • • To Submit Idea, select the down arrow next to Quick Add 
    • To Import ideas, select the down arrow next to Quick Add 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.