Idea Portfolio is a Moderator tool that displays all ideas collected in the Campaign(s). It can be accessed by Moderators by clicking on their Profile Icon dropdown and selecting 'Idea Portfolio' as shown in the screenshot below.

Idea Portfolio feature grants Moderators an easy to use method of organising, sorting, and tagging all ideas that have been submitted. The moderators could also use features like Link, Merge or Tags from this tab on selected ideas.

Idea Portfolio section provides options to include or exclude Recycled, Off-Topic, or Reserved Ideas in Idea Portfolio searches. Moderators can find these options upon clicking the Gear Icon ⚙ .

 a) Search Bar
      b) Saved Search Queries
      c) The Idea Table
      d) Action Tab
      e) Stage Task Reminders

f) Edit Column Configuration
      g) Edit Warning Colors

Search Bar

The search bar allows searching for ideas with saved filters for easy and quick search.

The ideas, campaigns and group that moderators can see will be dependent on the type of moderator they are:

  •  Global moderators will be able to see all ideas and search by all campaigns
  •  Campaign moderators will only be able to see ideas from campaigns they moderate and search by the campaigns they moderate
  •  Group moderators will only be able to see ideas submitted by groups they moderate and search by groups that they moderate.
  1. When a moderator first clicks into the search box a list of the available search commands will appear. 
  2.  Using the enter key will cause the highlighted option to be selected, once selected the moderator can navigate using the down & up keys. The selected option will be indicated in blue. 
  3. Hitting Enter will confirm the selection.

Learn how to use search commands

Saved Search Queries

Once the moderator has searched a query in the Idea Portfolio, it can be saved for easy deployment next time. Simply hit the small bookmark icon. This will allow the moderators to save their most frequently used searches. These searches are saved for individual Moderators, not globally.

To un-save the Search, simply click the blue bookmark and the search will be removed.

The Idea Table

The Idea List is simply a table containing all the ideas in the community, filtered and sorted by the search terms entered in the search bar and the permissions of the moderator. The idea list displays list of 10 ideas per page (can be extended till 50 ideas per page) with the details like Idea title, Idea Number, Date Submitted, Campaign, Stage, Time in Location, Time Since Last Action, Smart Score, Submitters, Idea Owners, Idea Views and Net Votes.

Note: Defaults columns are Idea Title, Idea Number, Date Submitted, Campaign, Stage, Time in Location, Time Since Last Action, Smart Score & Submitters

  • Title: The idea title
  • Idea Number: The number associated to the idea
  • Date Submitted: The date the idea was submitted
  • Campaign: The campaign the idea is in
  • Stage: The name of the stage the idea in + (the stage's type in brackets) 
  • Time in location: The length of time since the idea lasted changed campaign or stage
  • Time since last action: The time since any action was last taken on the idea
  • Smart Score: This is a cumulative stat from all the stages.
  • Submitter: The member who has submitted the idea.
  • Idea Owners: The members assigned as Idea Owner.
  • Idea Views: The number of views the idea has got.
  • Net Votes: The net votes received by the idea.

Action Tab

Single Idea Selection: The action tab will show the following options when a single idea is selected or when the admin clicks on the arrow appearing upon the idea hover.

  • Subscribe (Subscribe/follow idea)
  • Email (Email idea)
  • Contact Members (Contact idea authors/moderators/owners/idea team)
  • Stage Task Reminders (Email all related members about pending task)
  • Change Stage (To any stage within the funnel)
  • Assign Owner(s)
  • Unassign Owner(s)
  • Print Idea
  • Disable Commenting
  • Move Selected
  • Tag Selected
  • Delete Idea
  • Edit
  • Duplicate
  • Export Library
  • Analyze Text

Multiple Idea Selection: When multiple ideas are selected, this button will open a list that shows all action options available on that idea which are as following:

  • Assign owners
  • Unassign owners
  • Print Ideas
  • Disable Commenting 
  • Move Selected
  • Tag Selected
  • Delete Idea
  • Link Selected
  • Merge Selected
  • Export Library
  • Analize Text

Learn more on how to Export Idea details and about the Export library in Idea Portfolio.

Stage Task Reminders

Did you know Moderators can send Stage Task Reminders for any Member that has not completed their Refinement, Estimate, Pairwise, Assessment, Reviewscale or Fund tasks? Find this feature in theIncoming or Idea Portfolio Moderate button. An email will then be triggered and sent to those members that still have pending Reviews, Refinements, Assessments, etc. Please note: Reminders are sent for single specific ideas not for ideas en masse.

Edit Column Configuration

This function can be accessed by clicking on the customize tuning buttons on the far right. it allows the moderator to reorder the columns on Idea Portfolio table.

Simply drag and drop desired columns into the top row to configure the Idea Portfolio columns. Maximum of 9 columns and minimum of 1 column can be set for the idea table on any desired order. The available columns are Idea title, Idea Number, Date Submitted, Campaign, Stage, Time in Location, Time Since Last Action, Smart Score, Submitters, Idea Owners, Idea Views and Net Votes.

Moderator can restore the default columns by clicking on the Restore Default button.

Edit Warning Colors

This function can be accessed by clicking on the customize tuning buttons on the far right. It will allow a community to set the number of days that an idea can be inactive before it is given a warning color in the management page. As moderator hover over the ideas it will reflect the number of days the idea has been there. Warning colors helps to get the moderator's attention on ideas that has no activity done since those many days.

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