Idea Views

Idea Views help you focus on specific objectives by building custom prioritizations, filters, and visualizations for your ideas.

For each Idea View, you can:

• Add and arrange a unique set of columns, which represent field values and custom formulas

• Prioritized (sort) your ideas based on field values or a custom formula

• Filter ideas to only include a subset of existing ideas

Users on Professional & Enterprise packages can also:

• Generate a Matrix View from their existing Ideas

• Use the Matrix View to present, filter, and compare their Ideas

Creating a View

To create a new view:

1. Open the Ideas module

2. Select + New View

3. Name the view and click Create

Customizing a View

For each view, you can customize:

• Ideas - click the Filters button to limit the list of ideas based on field values

• Columns - click the Columns button to add or remove fields from the view

• Sort - click a column header to sort the ideas based on the values in that field

• To add a new idea to a view, click + Add Idea

Generating a Matrix View of Ideas

To enable the Matrix View on an existing custom view:

1. Open any custom Idea View

2. Open the Custom View Settings (⚙️) dropdown

3. Toggle on the Enable Matrix View option

Once enabled, you can use the provided buttons to select the required fields for the Matrix View:

• X-Axis: Determines the field used for the horizontal axis

• Y-Axis: Determines the field used for the vertical axis

• Size: Determines the size of idea bubbles on the Matrix View, based on the selected field

• Color: Generates colors for idea bubbles on the Matrix View, based on the selected field

Once generated, you can navigate the view by zooming in and out using your mouse. Hovering over any bubbles on the view will let you see a brief summary of the fields used in the visualization. Additionally, any bubbles in close proximity will automatically cluster, showing the total ideas within that space. You can also click into any of the bubbles or clusters to automatically limit your Idea View list (on the right-hand side) to only show those items, while clicking again clears the limiter.

Opening an Existing View

To open an existing view:

1. Open the Ideas module

2. Locate the view in the list or search for it using the search bar at the top

3. Select the desired view to open it

Manual Sorting in a View

If a view has been sorted by a specific field, ideas cannot be reordered in the view. To enable reordering:

• Turn off the current sort, or

• Select Enable Manual Sorting

Doing either of these removes the active sort and returns the list to its previous manually sorted order.

Opening the drop-down gives you two manual sort options:

• Enable Manual Sorting - removes the active sort and returns the list to its previous manually sorted order.

• Override Manual Sorting - keeps items in their current sorted position, but enables manual sorting. This becomes the new default sort for the view.

Archiving a View

To archive a view, select the gear icon in the upper-right corner of the View screen. In the dropdown, select Archive Idea View.