Path: Community Settings >> Workflow >> Funnel Management

Stages are various customizable phases where submitted ideas go through to bring maximum outcome from ideas and turn them into reality. An administrator can customize stages from the back-end setting and a moderator can move Ideas from one stage to another.

Ideate Stage

Build Team Stage

Refine Stage

Estimate Stage

ReviewScale Stage

Fund Stage

Assessment Stage

Reserve Stage

Stage Separation

Selected Group Details

Default Stage

Stage End Date

Edit Stage


IdeaScale offers a total of seven Stage Functions which can be customized in a way that a specific group or all community members can be permitted to participate or view.

Ideate Stage

In this stage, community members browse ideas, add comments, and vote for their favorite ideas. The most popular ideas will rise to the top.
Help article: https://support.ideascale.com/setup/ideate-stage


Build Team Stage

In this stage, participants assemble teams of experts, implementers, and champions around the most promising ideas. Browse ideas, check for open positions and join idea teams.
Help article:  https://support.ideascale.com/setup/build-team-stage


Refine Stage

In this stage, idea teams are called on to provide additional details about their ideas. Answer questions and help flush out your ideas, refining them into proposals for implementation.
Help article: https://support.ideascale.com/setup/refine-stage


Estimate Stage

In this stage, participants are called on to estimate the value and cost of ideas. Submitted estimates are averaged to determine each idea's overall estimated return on investment.
Help article: https://support.ideascale.com/setup/estimate-stage


Reviewscale Stage

In this stage, ideas are reviewed by experts from your community. Reviewers rate ideas based on a specified set of criteria to help uncover the ideas with the most potential.
Help article: https://support.ideascale.com/setup/reviewscale-stage


Fund Stage

In this stage, participants pledge funds to ideas. Funders distribute resources among the best ideas, to make them ready for implementation.
Help article: https://support.ideascale.com/setup/fund-stage


Assessment Stage

In this stage, the ideas can be assessed by means of custom questions answered by a set of reviewers team assigned by the administrator of the community.
Help article:  https://support.ideascale.com/setup/assessment-stage


Reserve Stage

This is a place to store ideas which are not currently active in your innovation workflow.
Help article: http://support.ideascale.com/en/articles/4193639-reserve-stage


Stage Separation

In addition to all the stages, we can now have any stage separated easily by dragging and dropping it below the separation line of the funnel wherein our archive stage used to fall. This separation can be used in multiple ways like separating ideas for the final phase or displaying ideas closer to selection or implementation. You can also set a default stage which will appear first when you navigate to the campaign page.

Once the stage is separated the front end users will be able to see the stages in the funnel as below.


Selected Group Details

The administrator can see the final selected group for each stage under Funnel Management by clicking on the Selected Groups link below Permission to
Participate and Permission to View.


Default Stage

Administrator has a right to set a default stage for a funnel. When a member navigates to campaign page, it will load all the ideas from the stage selected under the Default stage option. This will be applicable to all the campaigns falling under that funnel.


Stage End Date

You can also add an end date to stages for specific campaign from the Campaign Settings. Adding an end date to stages will not allow members any kind of participation like voting and commenting in those stages after the specified date.

This will reflect as a timeline in the Campaign details section as in the below screenshot.

Note: The chevron will appear grey if the stage has expired or is an archived stage.

Edit Stage

Each stage can be edited after the creation or anytime during the stage is used. However each time we click on the edit link next to the stage it will reflect the number of ideas in the particular stage and the ideas that have crossed the stage which could be impacted.


Help Article explaining Stage Permissions for Submitters, Owners, Teams, & Groups: https://support.ideascale.com/overview-articles/stage-permissions-for-submitters-teams-owners-groups

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