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:
Open the Ideas module
Select + New View
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:
Open any custom Idea View
Open the Custom View Settings (⚙️) dropdown
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:
Open the Ideas module
Locate the view in the list or search for it using the search bar at the top
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.
