What This Does
This guide explains how product owners, team leads, or reviewers can evaluate ideas and move them through the idea lifecycle.Before You Begin
Make sure you can:- open Ideas list or board views
- edit idea records
- update priority and status fields
Steps
- Open
Ideas. - Switch to the list view if you want to review many ideas at once.
- Apply filters such as:
- status
- priority
- team
- submitter
- Open the idea you want to review.
- Read the title, description, comments, and any supporting attachments.
- Check vote activity if your process uses idea voting.
- Decide the current disposition of the idea.
- Update fields such as:
- priority
- status
- team ownership
- due date or target timeframe
- Save the changes.
- Return to the list or board and confirm the idea moved to the expected state.
What Happens Next
After review, an idea may:- stay in review for more information
- be approved for planning
- be linked to delivery work
- be deferred
- be rejected
Tips
- Update status only after the decision is clear.
- Use comments to explain why priority or status changed.
- If your team uses board view, keep status names aligned with your workflow language.

