Managing ideas

This guide covers creating boards, submitting ideas, managing the approval workflow, and using the roadmap.

Creating boards

Boards group related ideas together.

  1. Go to Ideas
  2. Click the + button or New board
  3. Enter a board name and description
  4. Configure board settings (see below)
  5. Click Create

Board settings

SettingDescription
PrivateOnly internal users (Admin, Staff, Moderator, Reader) can view
Show on roadmapIdeas from this board appear on the public roadmap
Allow postsCustomers can submit ideas to this board
Allow notesComments are enabled on ideas
Approve postsNew ideas require approval before being visible

Board limits

The number of boards depends on your plan:

PlanBoards
Basic1
Standard5
PremiumUnlimited

Submitting ideas

  1. Go to Ideas
  2. Click Add idea
  3. Enter a title and description
  4. Select a board
  5. (Optional) Add topics to categorise the idea
  6. Click Submit

If approval is required, the idea starts in Pending status.

Approval workflow

When board or company settings require approval:

Viewing pending ideas

  1. Go to Ideas
  2. Filter by Pending status
  3. Click an idea to review it

Approving or rejecting

  1. Open a pending idea
  2. Click Approve to make it visible, or
  3. Click Reject and provide a reason

Rejected ideas are hidden from public view, but the author can see the rejection reason.

Changing idea status

Track progress by changing status:

  1. Open an idea
  2. Click the status dropdown
  3. Select a new status

Default statuses:

StatusShows on roadmap
OpenNo
Under considerationYes
PlannedYes
In developmentYes
ShippedYes
ClosedNo

Customising statuses

  1. Go to Settings > Statuses
  2. Add, edit, reorder, or delete statuses
  3. Configure colours and roadmap visibility

Voting on ideas

Users can vote to show support:

  • Click the vote button to add your vote
  • Click again to remove your vote
  • Each user can vote once per idea

Votes help prioritise which ideas to work on.

RICE prioritisation

Use RICE scoring to prioritise ideas objectively:

  1. Open an idea
  2. Fill in the RICE fields:
FieldDescription
ReachEstimated users affected (1-1000+)
Impact1=Minimal, 2=Low, 3=Medium, 4=High, 5=Massive
ConfidenceHow confident you are (20%, 40%, 60%, 80%, 100%)
EffortPerson-weeks required

The priority score is calculated automatically:

Priority = (Reach × Impact × Confidence%) / Effort
  1. Sort ideas by priority score to see the highest-value items

Merging duplicate ideas

Combine similar ideas to consolidate votes:

  1. Open the duplicate idea (the one to be merged)
  2. Click Merge
  3. Select the target idea
  4. Confirm the merge

What happens:

  • Votes transfer to the target (unique voters only)
  • The source idea is archived
  • A reference links to the target idea

Using the roadmap

The roadmap displays ideas from boards with "Show on roadmap" enabled:

  1. Go to Roadmap
  2. View ideas grouped by status
  3. Ideas with roadmap-visible statuses appear in columns

Making ideas appear on the roadmap

  1. Ensure the board has "Show on roadmap" enabled
  2. Set the idea's status to one that shows on the roadmap

Managing comments

Comments (notes) enable discussion on ideas:

Adding comments

  1. Open an idea
  2. Scroll to the comments section
  3. Enter your comment
  4. (Optional) Mark as private for internal-only visibility
  5. Click Post

Moderating comments

Moderators and Admins can:

  • Pin important comments to the top
  • Hide inappropriate comments
  • View hidden comments with reasons

Next steps

Last Updated:
Contributors: Tlotlego Mogapi