Ideas

In this article:

• Ideas Screen
• Create New Idea
• Edit Idea
• Save Views

You can use ideas for any topic, but most often, they are used to capture continuous improvement ideas.

Ideas Screen

To open the Ideas screen, go to the main menu > Continuous Improvement > select Ideas.

You can also get to Ideas from your snapshot.

The Ideas screen is organized by Open, Cancelled, and ideas converted to Projects.

Use the screen sort option to adjust how the ideas are grouped and organized.

Create New Idea

You can add new ideas using the blue plus in the upper right.

A few things about the idea's edit form:

• A unique ID number is automatically given to each new idea
• Be sure to use a brief description to clarify your idea. If further explanation is needed, use the notes feature at the bottom.
• Once the idea is created, you can link to a project. When you do, that project name/link will appear here
• Use tags to segment your ideas
• Created \On, Last Changed By, and Last Changed are updated automatically

Edit Ideas

You can open and then edit any existing idea by clicking on the hyperlinked name.

From an idea's three-dot row menu, you can

• create a brainstorming exercise on the idea
• add it to an existing exercise
• create a project for the idea
• link it to an existing project
• or archive the idea

Use the multi-select checkboxes to edit multiple ideas, including creating a single brainstorming exercise on the selected ideas.

Save Views

If you adjust sorts and filters, you can save your view for future reference.

From the screen three-dot menu, select Save View.

1. You can change the name of the current view, or if you are creating a new view, modify the name to distinguish it from other saved views.
2. Select Create New View not to edit the current view but instead create a new one.
3. Select Default View to make this view your default when you open the Ideas screen.
4. Select Shared View to share this view with other users.

Click the dropdown menu beside the screen's title to access your new view or other shared views.