Using the Ideas List screen

The Ideas -> List screen is a powerful view for managing and prioritizing Ideas across products. You can create and save any view you want through filtering and adding data fields. An example of a powerful report on the Ideas -> List view is comparing the value of Ideas by adding the Score, Votes and comment counts. 

To filter, choose one or more default fields or custom fields you've created. Once selected from the green Add filter button on the top left, those filters will appear at the top of your screen and you may customize them from there. 

To add additional data to the list, simply choose the default or custom fields you want to populate your report from the green Add column button on the top left. You may move each column to place them in the order you want, and easily remove columns by hovering over and clicking on the 'x' that appears to the right of each column name. Column header names can also be customized simply by clicking on the column name and performing an in-line edit to the name of your choosing.

Almost all columns can be sorted. To do so click on the up/down arrows to the left of each column name. You can also sort by multiple columns by clicking the green Sort columns button on the top right. 

Once you have a useful view you can share it with your internal or external stakeholders through a Notebook or save it for future working sessions. To share your list, simply click on the Export drop down. You can create a new Notebook or add it to an existing Notebook

To save the view click on the grey Save button to the right of the view's name. Give your view a name, choose whether you wish to share it with other team members by sharing it via product(s) rights, and decide whether you wish to let others edit the saved view. Any time you wish to update your view and save your changes, click the blue Save button. 

Similar to the Features -> List view, the Ideas -> List view also allows you to bulk edit ideas. Selecting one or more rows will invoke the green Bulk Edit button. When you click it, you'll have the option to modify ideas in the following ways:

  • Change default and custom idea field values
  • Move ideas to another product
  • Delete ideas

Idea-list-details.png

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