Manage submitted ideas

Ideation is the creative process of generating, developing, and curating new ideas. Aha! allows you to collect, curate, and promote ideas into features or initiatives to ensure that key feedback and requests are seamlessly integrated into your planning, roadmapping, and development processes. Ideas can be collected through a submit only portal, a private portal or a public portal for each product and workspace. 

Once an idea is submitted, it is populated in the Ideas section of Aha! and accessible under the Ideas > OverviewIdeas > List, and Ideas > Chart sub-menus. 

Click any of the following links to skip ahead: 

Ensure information is complete

Idea management can be approved in multiple ways. We suggest starting with a quick review of new ideas from the Ideas > Overview or the Ideas > List pages to determine if more information is needed. From any sub-menu, click on an idea link to bring out the detail drawer. If you need more information, you can comment on the idea publicly and everyone who has voted on the idea will be notified and can respond back. If you want to collaborate with just your team, comment privately on an idea and non-Aha! users will not be notified.

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Change the idea creator

You can change the name of the person who initially submitted an idea to your ideas portal. This is helpful in situations where the idea may have been verbally communicated by one person, but submitted to your ideas portal by another. Simply open the ideas details drawer, and then select a creator from the list of users.

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Merge duplicate ideas

As you review ideas you will likely come across duplicates — multiple people with the same idea. When you merge these duplicates into one idea, you reduce redundancy in your ideas list, and you gather all subscribers into one Aha! record. As you comment on, promote, or ship the idea, everyone interested be notified. 

Merging ideas creates a "master" idea, and this master is visible in the public and private portals. If you have several duplicate ideas to choose from, pick the one that best captures the value of the concept, and merge all other ideas to it using the More options dropdown. Subscribers to the child ideas will become subscribers to the master so they will receive comments and updates.

Child ideas will not be visible in public or private portals, but none of their information disappears. The idea creators will still be able to view their ideas using the My ideas filter in the ideas portal, and their ideas will include a Merged tag, a link to the master idea, and will display the idea status of the master idea. Internally, you will still be able to see all child ideas as linked records to the master idea, so that you have more detail available to you should you need it. 

When you report on ideas you can choose to show or hide the merged/child ideas, as needed. An idea table filter option Idea merged is available for reports and provides you with three different filtering options to show merged, show non-merged, or show all ideas.

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Prioritize ideas

Sometimes you review an idea and know right away that it should be promoted to a feature (your team might also call these "activities" or "user stories."). Other ideas aren't immediately clear winners and should be prioritized using the Aha! scorecard, informed in part by the popularity of the feature. Within an idea's detail drawer, you can see how many votes and subscribers a feature has. You can also use the Ideas > List view and add columns for number of comments, votes and subscribers to sort, filter and compare ideas.

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Promote ideas to master features or features

Once ready to promote, simply click on the green Promote button and choose the Promote to Feature (or Promote to Master feature) option. You can choose to promote to any product or workspace for which you have rights and any release or parking lot within that product. When you promote an idea to a feature, a feature is created and a link is established between the idea and the feature. This ensures that a feature's origin and idea vote count are always accessible and that the users who submit and subscribe to ideas are automatically notified when an idea is implemented as a shipped feature.

Note that depending on your Aha! use case — and how you have chosen to customize your terminology — you may call features and master features by other names. Your team might prefer to work with user stories and epics, or activities and master activities. The takeaway here is that once you determine that an idea is something your team needs to work on, you can promote it to a record that encapsulates that work without losing the link to the original idea and everyone who was interested in it.

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Promote ideas to initiatives

Once ready to promote, simply click on the green Promote button and choose the Promote to Initiative option. You can choose to promote to any product or workspace for which you have rights. When you promote an idea to an initiative, an initiative is created and a link is established between the idea and the initiative. This ensures that an initiative's origin and idea vote count are always accessible and that the users who submit and subscribe to ideas are automatically notified when an idea is delivered as a shipped initiative. 

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Respond publicly to users

Responding quickly to ideas with "yes", "no," or "soon" is helpful to the person who submitted the idea and anyone who has visibility. But it is also helpful to your team because they clearly communicate and reinforce your positioning and strategic direction, which encourages quality discussion and additional ideas. Create an Admin response to publish your response as a comment in your forum. 

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Report on trending ideas

If you are handling a large volume of ideas, it can be tricky to understand which ideas are the most relevant for customers. Aha! allows you to spot trends across idea topics to identify the most popular ideas.

Try one of our trend reports to understand how your ideas and idea categories are performing over time:

  • Ideas > Related views > Pivot table: Trending ideas

  • Ideas > Related views > Column chart: Trending idea categories

These two reports offer the ability to see which ideas and idea categories are trending based on the date votes were submitted. This can be a very powerful tool if you want to compare and view recent votes.

These views can also be found in Roadmaps > Overview > Example reports.

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