What This Does
This guide explains how to use the Ideas dashboard and idea filters to monitor intake and review demand clearly.Steps
- Open the Ideas dashboard.
- Review total ideas, status distribution, and trend information.
- Apply any available dashboard filters such as:
- metric window
- submission trend window
- team context
- Identify the areas that need action.
- too many ideas in review
- too many low-priority items
- too few approved ideas progressing to delivery
- Open the Ideas list view.
- Apply matching filters such as:
- status
- priority
- team
- search text
- Open the specific ideas that need follow-up.
Tips
- Use the dashboard to find the pattern.
- Use the list to act on the records.
- Recheck team context if the counts and list results do not seem to match.