Ideas

Learn more about ‘Ideas‘

Home

View the Ideas ‘Homepage’ 

Steps

1. 1. Navigate to the ‘Workbar’ and select ‘Apps ’option and then ‘Ideas’
      

      Select apps

       

   2. You will be directed to the Ideas ‘Home’ tab
   3. From here you can:

• • • See the Ideas home screen 
    • View all published ideas
    • Search for ‘Ideas’
    • Create an ‘Idea’
    • ‘Dashboard’ tab
    • ‘Manage ideas’ tab
    • ‘Admin’ tab 
    • Save an ideas to read/refer to it later
    • Like an ‘Idea’ 
    • View all current comments on ideas
    • View number of likes each idea has and names of people who have liked that ‘Idea’
      

      ideas dashboard

       

View screen

View published ideas

Steps

1. 1. Navigate to the ‘Workbar‘ and select ‘Apps’ and then ‘Ideas’
   2. You will be directed to the Ideas ‘Home’ tab
   3. Select the ‘Idea’ you would like to read
   4. You will be directed to that ‘Idea‘. From here you can:

• • • Read the ‘Idea’
    • Leave a comment – If you start adding a comment, you will see the WYSIWYG appear which allows you to insert an image, link, table, horizontal line, format and style the text. Click ‘Post’ to post comment 
    • ‘Save’ idea
    • ‘Like’ idea 
    • View previous comments left on the idea
    • See the number of likes the idea currently has and the names of people who have liked the idea
    • View the Idea’s history – showing the field, status and the date it was last updated

Filter results

Filter results to see certain ‘Ideas’

Steps

1. 1. Navigate to the ‘workbar‘ and select ‘Apps’ and then ‘Ideas’
   2. You will be directed to the Ideas ‘Home’ tab
   3. Navigate to the left hand side of the  screen if you want to filter results
   4. Sort by:
      1. ‘Order’ 
      2. ‘Created date’
   5. Filter by:
      1. ‘Category’ 
      2. ‘Author’ 
   6. Select “Apply”

Create idea

Create new ‘Idea’ 

Steps

1. 1. Navigate to the ‘Workbar’ and select ‘Apps’ option  and then ‘Ideas’
   2. You will be directed to the Ideas ‘Home’ tab
   3. Select the  ‘+Create’ option
   4. You will be directed to the ‘Create Idea’ screen. From here:

• • • Add the ‘Title’ for your Idea
    • Add a ‘Summary’ 

1. 1. Once completed, select ‘Save’ or “Save as draft”
      

      Create Idea

       

Edit Idea

Edit existing ‘Idea’

Steps

1. 1. Navigate to the ‘Workbar’ and select ‘Apps’ and then ‘Ideas’
   2. You will be directed to the Ideas ‘Home’ tab
   3. Select the Idea that you would like to edit
   4. Select ‘Edit’ then “content”
   5. You will be directed to the ‘Edit Idea’ screen. From here you can update the existing idea 
   6. Once completed select ‘Update’ 

Dashboard

View the ideas ‘Dashboard’

Steps

1. Navigate to the ‘Workbar’ and select ‘Apps’ and then ‘Ideas’
2. You will be directed to the ‘Ideas’ homepage 
3. Select the ‘Dashboard’ tab 
4. If you would like to, sort by “Time range”
5. You will be directed to the dashboard. From here you can view numbers on:

• Idea counter
• Idea by location 
• Idea by team
• Idea by category
• Idea by status

ideas dashboard

Admin

View the ‘Admin’ screen

Steps

1. 1. Navigate to the ‘Workbar’ and select ‘Apps’ and then ‘Ideas’
   2. You will be directed to the ‘Ideas’ homepage 
   3. Select the ‘Admin’ tab
      
   4. You will be directed to the ‘Ideas admin’ screen. From here you can access the following tabs:

• • • “Idea category”
      • Add “Idea category”
    • “Idea status”
      • Add “Idea status”
    • ‘Comment options’
      • ‘Activate comments’ – Users can add comments to ideas 
      • ‘Activate WYSIWYG editor’ – Users can style the text for comments

• • • ‘App icon’ 
      • Select ‘Choose file’ and select image you would like displayed as app icon  

1. 1. 1. ‘Select ‘Save’

 Social Apps – Customise Page

Please see attached ‘Customise Page – How to’ documentation for more information

Demo