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Open PortalAdmin Dashboard

Idea Management

Comprehensive guide to managing ideas in the admin dashboard

The admin dashboard provides powerful tools for managing ideas at scale. From viewing and filtering to bulk actions and custom fields, this guide covers everything you need.

Ideas List View

The Ideas page shows all ideas across products with:

Columns Displayed:

  • Reference ID (e.g., PROD-123)
  • Title
  • Author
  • Product
  • Status
  • Votes (weighted total)
  • Comments count
  • Created date
  • Last updated

Quick Actions:

  • Click idea title to view details
  • Status badge shows current state
  • Author avatar links to user profile

Filtering & Sorting

Narrow down ideas using filters:

Filter Options:

  • Product: Single or multiple products
  • Status: Single or multiple statuses
  • Author: Specific user
  • Date Range: Created or updated date
  • Vote Count: Min/max votes
  • Has Comments: Yes/No
  • Custom Fields: Filter by any custom field value

Sorting:

  • Newest/Oldest
  • Most/Least Votes
  • Most/Least Comments
  • Recently Updated
  • By any custom field

Idea Details

The idea detail view shows:

Left Panel:

  • Full title and description
  • Author information
  • Status with history
  • Vote count and breakdown
  • Attached images
  • Custom field values (if visible)

Right Panel:

  • Comments section
  • Pinned comment at top
  • Internal comments (employees only)
  • Add comment form

Admin Actions:

  • Change status
  • Edit title/description
  • AI Title Rewrite: Use AI to improve idea titles
  • Edit custom fields
  • Pin comments
  • Delete idea (with reason)

Changing Idea Status

To update an idea's status:

  1. Open the idea detail page
  2. Click on the current status badge
  3. Select the new status
  4. Optionally add a status change comment
  5. Click Update

What Happens:

  • Status is immediately updated
  • Author receives notification (if enabled)
  • Voters receive notification (if following)
  • If closed status with "returns votes": credits are released (but vote counts are preserved)
  • Status change is logged to comment history

Idea Workspace

The advanced Idea Workspace provides three views:

Table View:

  • Spreadsheet-like interface
  • Custom column selection
  • Inline editing
  • Export to CSV/Excel

Board View (Kanban):

  • Drag-and-drop between statuses
  • Visual overview of pipeline
  • Group by status or custom field

Timeline View:

  • Gantt-style visualization
  • Status change history
  • Time-based analysis

Learn more: Idea Workspace

Bulk Actions

Perform actions on multiple ideas at once:

Available Actions:

  • Change status
  • Update custom field values
  • Export selected ideas

To Use Bulk Actions:

  1. Go to Idea Workspace
  2. Select ideas using checkboxes
  3. Click Bulk Actions button
  4. Choose the action
  5. Preview changes
  6. Confirm to apply

Deleting Ideas

Ideas can be soft-deleted:

  1. Open idea detail page
  2. Click Delete button
  3. Enter a reason for deletion
  4. Confirm deletion

After Deletion:

  • Idea is hidden from public view
  • Data is retained (soft delete)
  • Can be restored by Super Admin
  • Votes are released if configured

Related Links