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Connected project funnel

Updated over 10 months ago

When editing an Idea Funnel, there is an option called "Connected Project Funnel." By selecting the appropriate project funnel, any idea that is converted into a project will be automatically placed in the chosen funnel.

Important Notes:

  • If no project funnel is set, the project will be created in the last project funnel the user accessed.

Example Scenario:

  1. The Marketing department has an Idea Funnel called "Marketing Idea Funnel", where all ideas for potential marketing projects and campaigns are collected.

  2. The department also has a Project Funnel named "Marketing Projects" to manage approved projects.

  3. In the settings of the Marketing Idea Funnel, the Connected Project Funnel is set to "Marketing Projects."

  4. Now, when a user opens an idea and clicks "Start Project," the project will automatically be created in the Marketing Projects funnel.

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