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Idea Details

This feature is available in Ultimate edition only.

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The Idea Details page allows you to view and manage all details related to an idea.

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Accessing Idea Details

To access the Idea Details page:

  1. Go to Product Planning > Ideas.

  2. Click on an idea title. The Idea Details page displays.

Managing Idea Details

From the Idea Details page, you can perform the following high-level functions using the tabs at the top of the window:

If you want to...

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View and update all idea details

Click the Details tab

View the change history for idea details

Click the History tab. See History.

See voter details

Click the Votes tab. See Viewing Ideas Votes.

Convert an idea to a story/backlog item, request, or portfolio item

  • To generate a story, click the Generate Backlog Item (or Generate Story) button.

  • To generate a request, select Generate Request from the Generate Backlog Item (or Generate Story) drop-down menu.

  • To generate a portfolio item, select Generate Portfolio Item from the Generate Backlog Item (or Generate Story) drop-down menu.

Mark an idea as inappropriate or appropriate

Select one of the following from the Generate Backlog Item (or Generate Story) drop-down menu.

  • Mark as Inappropriate

  • Mark as Appropriate

Suspend or enable a user

Select one of the following from the Generate Backlog Item (or Generate Story) drop-down menu.

  • Suspend Author

  • Enable Author

Change the status of an idea

Select one of the following from the Generate Backlog Item (or Generate Story) drop-down menu.

  • Mark as Candidate

  • Mark as Planned

  • Mark as Completed

Change the category Select Edit Category from the Generate Backlog Item (or Generate Story) drop-down menu, choose a category, and then click OK.

Viewing/Assigning Idea Relationships

Click the Show Relationships button at the bottom of the Idea Details page, you can perform the following actions by clicking the Assign/Add buttons for the associated action. For any items you add or assign, you can click Remove in the grid to remove them from the idea:

If you want to...

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Assign the idea to an existing story/backlog item

Click the Assign button.

Assign the idea to an existing request Click the Assign button.
Assign the idea to an existing portfolio item Click the Assign button.
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