Idea Workspace

What is the Idea Workspace?

A powerful dashboard for managing all ideas across your products.

Key Capabilities:

• View all ideas in one place
• Filter and sort by various criteria
• Bulk operations for efficiency
• Track idea progress through statuses
• Assign ideas to team members

Access:

Available to all employees with appropriate permissions.

Navigation:

Admin → Ideas → Workspace

Viewing Ideas:

The main workspace shows a table of all ideas.

Columns Available:

Filtering Options:

• Product: Filter by specific product
• Status: Show specific statuses
• Date Range: Submitted between dates
• Vote Count: Minimum votes
• Author: Specific user's ideas
• Search: Full-text search

Saving Filters:

1. Set your filter criteria
2. Click Save Filter
3. Name the filter
4. Access from dropdown anytime

Status Workflow:

Changing Status:

1. Click on the idea
2. Use status dropdown
3. Select new status
4. Optionally add internal note
5. Save

Status Notifications:

• Authors notified of changes
• Voters notified for major updates
• Configurable per product

Viewing Idea Details:

Click any idea to open the detail view.

Sections:

Overview:

• Title, description, category
• Author information
• Submission date
• Current status

Votes Tab:

• Total votes and weight
• Vote breakdown by tier
• Recent voters

Comments Tab:

• Customer discussion
• Internal notes (employee-only)
• Comment moderation

Activity Tab:

• Full history of changes
• Status transitions
• Admin actions

Related Tab:

• Similar ideas
• Merged ideas
• Linked issues

Triage Workflow:

Step 1: Quick Review

• Read title and description
• Check for completeness
• Look for duplicates

Step 2: Categorize

• Assign correct category
• Add relevant tags
• Link to related ideas

Step 3: Initial Response

• Thank the submitter
• Ask clarifying questions if needed
• Set appropriate status

Step 4: Evaluate

• Assess feasibility
• Check alignment with roadmap
• Consider vote weight

Step 5: Decide

• Move to Planned if approved
• Decline with explanation if not
• Merge if duplicate

Selecting Multiple Ideas:

1. Check boxes next to ideas
2. Or use "Select All" for current page
3. Selection count shows at top

Available Bulk Actions:

Using Bulk Actions:

1. Select ideas
2. Click Actions dropdown
3. Choose action
4. Confirm changes
5. View results

Best Practices:

• Review selection before confirming
• Use for similar ideas
• Add bulk action note for history

When to Merge:

• Duplicate ideas from different users
• Similar ideas that can be combined
• Overlapping feature requests

Merge Process:

1. Select the ideas to merge
2. Click Actions → Merge
3. Choose the primary idea (kept)
4. Secondary ideas become merged

What Happens:

• Votes combine to primary
• Comments transfer
• Authors notified
• Redirect set for merged

Merge Guidelines:

✓ Keep the better-described idea

✓ Preserve all vote credit

✓ Inform affected users

✓ Note in activity log

Why Assign Ideas?

• Track ownership
• Balance workload
• Ensure accountability
• Speed up processing

How to Assign:

1. Open idea detail
2. Click Assign button
3. Search for team member
4. Select and save

Or Bulk Assign:

1. Select multiple ideas
2. Actions → Assign
3. Choose assignee
4. Apply

Assignment Dashboard:

View all assignments:

• My Ideas: Assigned to you
• Team Ideas: By team member
• Unassigned: Needs assignment

Assignment Notifications:

• Assignee notified immediately
• Reminder if no action taken
• Escalation available

What Are Internal Notes?

Comments visible only to employees, not customers.

Use Cases:

• Implementation details
• Feasibility assessments
• Team discussions
• Decision rationale
• Customer context

Adding Internal Note:

1. Open idea
2. Go to Comments tab
3. Toggle "Internal Only"
4. Write your note
5. Post

Note Visibility:

Best Practices:

• Keep customer-facing comments separate
• Document all decisions
• Reference related items
• Stay professional (notes may be shared later)