Advanced Board Settings

You can customize your board environment and experience with different fields and forms where you can define how the ideas are categorized, how they move, and when they move through each stage of your process.

To edit any stage within the Board, click on the white dots and then select “Edit Stage”.

The section on the left shows your campaign’s stages. You can reorder stages, edit a stage’s settings by clicking on it, or create a new stage.

Once an idea arrives at a stage, the stage action will be triggered and participants will be prompted to act on it. In order to configure action settings, click on "set a stage action".

Now you must choose your participants. These are the people who will be prompted to perform the action once it is triggered. They can be the idea owner adding an update about the development of their idea, the campaign admin giving feedback, or a selected group of third-party people to provide evaluation.

The participants will be asked to fill out a form. Once filled, this form will enrich an idea by becoming a part of it. The form will start out as a template containing one text field. You can edit the characteristics of this field and add new ones from scratch (like making your form a checklist they submit instead of a text field). Fields can be one of several different types, so make sure to try them all!

You can add automation to this stage by toggling it on. You can then select a destination stage that ideas will be moved to once the action has been completed. This allows ideas to flow through stages with contributions from selected participants, not needing to be gated by the campaign manager every time.

As mentioned, action forms will become a part of their corresponding ideas, however, you may want them to be hidden from some of the users in your campaign. Choose a more restrictive visibility to create a more intimate process of feedback and development, or a less restrictive one to allow for a more open approach to innovation.

Once you’ve edited all your stages with the appropriate actions you require and users complete the evaluation steps, your board will eventually begin to look similar to this:

Ideas work best when more people are invited to share their knowledge and experiences.

Try different action settings for several stages in your campaign to see how much richer ideas become!