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Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

Create and Manage Ideas

What this does

This guide explains how to create an idea, review it in list or board view, and keep it moving through evaluation.

Before you begin

Make sure you have permission to create or edit ideas.

Steps to create an idea

  1. Open Ideas.
  2. Select Create New or open the idea create page.
  3. Enter a clear title.
  4. Add a concise description explaining the problem, opportunity, or request.
  5. Select the appropriate priority.
  6. Set a team if your process uses team ownership.
  7. Add any other required details such as category, impact, or need-by date.
  8. Save the idea.

Verify the result

  1. Open the Ideas list view.
  2. Search for the new idea by title.
  3. Open the Ideas board or kanban view.
  4. Confirm the idea appears in the expected status column.

Manage the idea

  1. Open the idea detail page.
  2. Review comments, votes, attachments, and status.
  3. Update the idea as it moves through review.
  4. Link it to downstream work if needed.

What happens next

An idea may be:
  • reviewed and prioritized
  • linked to stories, tasks, or issues
  • moved into a delivery plan
  • rejected, deferred, or approved

Tips

  • Use the title for the outcome, not the entire explanation.
  • Use the description to explain why the idea matters.
  • If ideas do not appear where expected, confirm current filters and team context.