Getting Started
- "Find Owner" tool type allows ideas to be assigned to an Owner based on the idea category.
- Learn More about Idea Categories here!
- First select an Owner for each category in the configuration below.
- The action item for the "Find Owner" step will be triggered when an idea is submitted with the same category the Owner is assigned to.
- When an idea is submitted an action item will automatically be assigned to the category Owner in the "Find Owner" step configuration.
- They then have the option to claim ownership of the idea by selecting "Yes."
- This the idea is submitted the Idea Owner is assigned a "Find Owner" action item.
- After the Idea Owner accepts their idea they have the option to choose if they wish to implement the idea.
- Should they choose "Yes" the idea will be moved into the "Implementation" step in the Suggest challenge.
- Should they choose "No" the idea will be moved into the "Not Pursued'" step in the Suggest challenge.
- Important Note: This Step name must remain "Not Pursued" for Submissions to automatically move to this Step.
- The Idea Owner also has the option to not claim ownership of the idea by selecting "No"
- They can then choose to assign the idea to a new Idea Owner.
- Once a new Owner is assigned the idea will be returned to the "Find Owner" step.
Additional Note:
- Find Owner labeling can be updated through the Label Editor in Enterprise Setup.
Are there any reminder emails to owners? Can they be scheduled?
Hi Thomas,
Unfortunately, there is no automated action item reminder functionality at this time. Please feel free to submit an enhancement request to our IdeaSpace (ideas.brightidea.com).
Thank you,
Ron
Brightidea Support
Is the Idea Owner an attribute that can be edited if allowing assignee's to edit idea attributes?