Sending Ideas to a Whiteboard

Brightidea makes it easy for you to collaborate across all its tools, especially when brainstorming and re-working previous ideas. Now, you can send ideas directly to a new or existing Whiteboard in addition to sending stickies to your idea management platform. Letting you move ideas back and forth at all stages of maturity.

Selecting ideas 

Once in an initiative, navigate to step, list or Top Ideas to send your concepts to a Whiteboard. Once you have selected the items, right click or navigate to the "Actions" button, then select "Send to Whiteboard..."


Choosing the format of your Ideas on a Whiteboard

Once "Send to Whiteboard..." is selected, you will be prompted to choose how your selected ideas should be brought into a Whiteboard.
Here, you can select choose to create a new Whiteboard, and name it or search for one of your existing Whiteboards where you can move your ideas into.

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After that you can choose how you want your ideas to be brought into the Whiteboard, as Stickies or within our Stacks feature (Check out the knowledge base article for more info on how to get started using Stacks).


Sending your Ideas as a Stack

Once you choose the Stack format for your ideas, you will be able to pick how you want to Sort your Ideas (Status, Category, Step).  

You can also choose to Assign the Submitter to the Cards in order to better understand who these ideas came from. This will add the Submitter's avatar to the Card within the Stack. 

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Sending your Ideas as Stickies

Once you choose the Stickies format for your ideas, you will be able to pick how you want to Sort your Ideas (Status, Category, Step).  

You can also choose to use a clustered or swimlane layout to organize your new stickers on your Whiteboard.

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Accessing newly moved ideas on your Whiteboard 

Once you choose the layout and location of your Whiteboard you will get a confirmation that the ideas have been copied onto the board. The confirmation also includes a quick access link to the Whiteboard. 

When you get inside your Whiteboard will see all the associated ideas/stickies/ cards. These ideas/stickies can now be moved around the board, interacted with, etc. 

The stickies/ cards do have the ideas linked, so you can see more details about the idea when the idea ID is clicked on. 

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If you chose to Add Smart Matrix, you will see a Smart Matrix populated with the ideas listed above. Once the ideas are organized within the matrix, return to Top Ideas to see the sort option listed. 




Adding a Whiteboard to an Idea

Note that a Whiteboard can also be linked to an Idea. For more details, see the KBA on View Idea 3.0.

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