Idea Lists

Idea Lists make it possible for everyone on your product team to create specific sets of ideas and easily access them.

Set up Custom Idea Lists

When viewing ideas in the Idea Grid of the Admin Console, you have the option to select multiple ideas using the checkbox to the left of the idea name. You can either cherry-pick the ideas you are wanting to add to the list, or filter down the Idea Grid and select all.

As you start selecting ideas, the Quick Actions modal will open on the right hand side of your screen. Once you have selected your preferred ideas, click the “Add to idea list” button in the Quick Actions menu.

This will open a modal to add to an existing list or create a new Idea List. You can then click "Add to List" to add the Ideas.

View and Manage Idea Lists

To view by your idea grid by an idea list, click All Ideas on the top bar, which will open the left panel, then click Idea Lists where you can select a List.

To manage your list, click Ideas & Feedback in the left navigation menu, and select Idea Lists. From here you will see a list of all Lists and Shared Lists. If you click the three dots next to a list, you can click Edit to change the name of the list. You can also Delete or Share the list from here.

Further filter the Idea Lists by selecting "My Lists" for a drop down to show your personal lists, those shared with you, or the lists shared with all admins. 

Share an Idea List

1. Create a List, click the Share Icon

2. You will be prompted to decide who you wish to share ownership of the Idea List.  You can either select specific admins, or share with all admins.

• Add All Admins: Select the checkbox, "Share with all admins in my organization".
• Add Specific Admins: Click within the box to view a drop-down list of all of the admins by email. Narrow down the selection by typing in their email and select the respective address.

*Note that only the owner of the list can add/modify the list of users to share with.  

**Sharing will send a notification in-app and via email to invite the admins to view the list.

Priority in Idea List

Designate the top ideas in any list based upon priority using the "List Priority" option. These designations are unique to each list, allowing you to set a different priority of an idea based upon the list's purpose. 

Remove an Idea from a List

Remove and Idea from a List by navigating to the Idea List, selecting the idea(s) you want to remove and clicking "Take Action on Ideas" to open the Quick Actions menu, then selecting "Remove from List" from the menu. 

AI Summary: Run Impact Report & Find Themes

Using Idea Lists, run impact reports and theme reports to help analyze your ideas for pain points, opportunities for improvements, and overall themes. For more information on these reports, see these two articles:  Impact Reports & Theme Detection: Generate AI Themes & Trends from User Feedback.