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This article provides step-by-step instructions for Control users to configure and use ideation statuses in their community.

Overview

Ideation statuses indicate the progress stage of an idea to your community users. This keeps community users informed and motivated to continue sharing ideas. Displayed as labels next to idea titles, every idea starts with a default status of New.

Topic in community labeled with the NEW status tag

However, you can create more descriptive statuses, such as In progress, Not now, or Delivered, to better communicate the status of the submitted ideas to your community.

Add Ideation Status

You can add new ideation statuses that better align with your organization’s idea management process. To add a new ideation status:

  1. Log in to Control.
  2. Navigate to Settings > Ideation Status. The Ideation Status page appears.
  3. Click Add new status.
  4. In the Add new status window, provide the following information:
    • Status Name: Name of the status.
    • Background Color: Highlight color of the status.
    • Text Color: Color in which the status name should appear.
  5. Click Save. The new ideation status appears on the Ideation Status page.

Consider the image below where In Progress is added as the new ideation status to close the ideation loop.

Add new status form with fields for status name, background color, text color, and a preview button

Edit Ideation Status

You can edit existing ideation statuses to align with the evolving product management processes in your organization. You can also delete an existing ideation status.

To edit an ideation status:

  1. Click Edit on the ideation status you want to update. The Edit Status window appears.
  2. Make the required changes.
  3. Click Save. The ideation status is successfully updated.
Edit status form for Under Review status with fields for name, background color, and text color

To delete an ideation status

  1. Click Delete on the ideation status you want to delete. A confirmation dialog appears.
  2. Select Delete. The ideation status is successfully deleted.
Delete confirmation dialog for Under Review status in ideation status table

Note:

  • You cannot delete the default status, which is New.
  • You can set another status as the default status by renaming the default status.
  • You can delete a label that is currently attached to ideas. A warning message will be displayed, and after you confirm, the status will be removed from these ideas.

Reorder Ideation Status

You can change the order of ideation statuses using the drag-and-drop operation. This helps you align ideation statuses better with the development lifecycle in your organization.

New ideation status being reordered in the statuses table

If you have any queries or feedback, please drop an email to docs@gainsight.com or post a reply to this article.

Always great to have more power pushed the admin - thank you
Thank you! This is a great addition. It may seem minor but I really appreciate that Admins now have the ability to make these changes as needed without having to go through inSided.





Thanks

Do members get an email if the status is changed on an idea that they proposed or commented on? To let them know if it’s been implemented, etc. 


Thanks for sharing your question here!

To make a long story short, the answer is: currently not. However, very soon this will be the case:

Your community (and all others besides our community here) makes use of the standard ideation module. We are currently working on an overhaul of this ideation module, which we are previewing here on inSpired.

This overhaul includes that, once you change the status of an idea, the system will notify all users who have subscribed to this idea about the change.

As we are previewing the new ideation here on inSpired, this feature will be available here as of next week (if all works according to plan). We will soon reach out to you to migrate your ideation module to the new one, once this has been done your community will also send these automated notifications.

Until then, I recommend you to manually reply in the idea about the change, this way it also will trigger a notification.

I hope this answers your question? If there is anything else, please let us know!


Thanks @Julian! Could I double-check something? If you reply to an idea, will it notify folks who have voted for the idea, or only people who’ve replied to the idea and the member that posted it? Thanks!


Does this functionality still exist? I tried to follow instructions above but cannot find anyway to edit ideation status types. 


Does this functionality still exist? I tried to follow instructions above but cannot find anyway to edit ideation status types. 

Yes @ChristineTT, setting up new Ideas statuses can be done from /settings/ideation/statusoverview if you are on the new Ideation module.

 

And once you switch between the status flags, it also posts a reply on your behalf on the thread about the status change.

 

 

 


Ah thank you @anirbandutta - I see this now, wondering to know how and where to change that!


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