Navigating the Ideas Library

The Ideas Library is where you can see all the ideas your organization has created that are visible to you. To navigate around the ideas dashboard, follow the steps below: 

• Starting from your dashboard, click Ideas. Next, watch the video about how to navigate through  ideas at your company, and how to find one that most interest you. 

• To view ideas by date range, click the calendar icon on the ideas dashboard. You can filter your dates using Quick Select, or you can also choose a custom date range.

• Clicking on the filter icon will reveal your filter options. You can filter ideas by Settings, Forces, Attributes, Campaign, Portfolio, Workspace, Users, and User Segments. 

Note: To search for specific ideas, simply use the search bar and the enter name of the idea. 

• Select Settings to filter by idea Status, idea Stage, or Evaluation Status. Be sure to click Done when you're finished applying your filters.