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Connected project funnel
Connected project funnel
Updated over 2 weeks 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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