The Ideas > List screen is a powerful view for managing and prioritizing Ideas across products. The screen allows you to manipulate data in list format where you can customize the columns presented and sort order of the data. In addition to visualizing your data, the Ideas > List is powerful because it also allows you to perform bulk edits to ideas. This enables updating fields on multiple ideas at once such as the idea visibility and status as well as even bulk promoting ideas to Initiatives, Master Features or Features.
How it works
You can create and save any view you want through filtering and adding data fields. 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.
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.
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.
Export idea list views
In addition to notebooks, users have four other options for exporting their Ideas > List:
- Export to CSV
- Export to Excel
- Save as image
- Save as PDF
To export the list in any of these formats, simply click the blue Export button located in the upper right area of the screen. Exporting to a CSV or Excel file can be useful when you need to work offline (you can import from CSV to update data later). The image and PDF export options are useful if you wish to publish the content elsewhere, such as a Powerpoint document or an internal wiki.
Similar to the Features > List view, the Ideas > List view also allows you to bulk edit ideas. What is special about the Ideas > List view for bulk editing is that it allows you to promote ideas in bulk. When you chose to promote an idea, you can promote it to an Initiative, Master Feature or Feature. There are two main promoting options:
- Create new: This allows you to bulk create new records from the promoted ideas. The bulk promote action will result in a new record created for each idea you bulk promote.
- Promote to existing: This allows you to promote the ideas to an existing record. The bulk promote action will result in every selected idea being linked to the single existing record.