Create an Idea

You can create one or more Ideas and then:

Watch the walkthrough

https://www.loom.com/share/1b258a01491c44858bbc310853b90874

Steps

There are two ways to create ideas; from a progress card or from anywhere in the platform.

From anywhere in the platform

  1. Click the Create button in the menu

  2. Select Idea

  3. On the Create Idea page, give your Idea a title

image-20240529-045636.png

 

  1. In the What’s your Idea section, add the detail of your Idea. You can include

    1. Website links

    2. Embedded images

  2. Add attachments to your Idea

  3. In the This Idea Could Help People Achieve section, tag the Progress Trackers that your Idea relates to

  4. Once you press Save you will arrive on that Idea’s page

From a progress card

Create an Idea while on a Progress Board