All Collections
Idea Management
Configure the Idea type
Configure the Idea type

Instead of using ideas use problems, goals, risks, challenges

Updated over a week ago

Of course, as the name suggests, ideas are ideas.... but sometimes you are not collecting ideas but rather collecting possible problems, risks, new challenges, goals, etc. You can change the type of an idea into one of the other options.

Setting the type in an idea

Open an idea in the Admin studio > Details > Idea type

Setting Missions or Funnels to set the Input type

1. Setting the Mission type

Open your mission > Details > Mission Input Type

This will ensure that all new items arriving in this mission are automatically connected to the configured Mission Type.

2. Setting the Funnel type

Open your Funnel > Edit Funnel > Details > Mission Input Type

This will set that all new items arriving in this funnel with no set type will automatically be connected to the configured Mission Type.

Did this answer your question?