This article will help you
- Create a new status
- Apply statuses to ideas
- Edit an existing status
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Statuses provide you with a better overview of your portfolio by enabling you to see at which stage in your process your ideas are.
Create a new status
1. Click on Admin and then on Statuses in the drop-down menu.
2. Click on Create status and type in the name of the status. Then click on Create.
Apply statuses to ideas
There are two ways of applying statuses to ideas:
- You can apply a status in the user level when you are a channel admin, admin, or evaluator.
- You can apply a status in the admin level, especially when you like to tag a large number of ideas at once.
Apply a status in the user level
1. Click on an idea. Then proceed to click on Change in the status field and then on the status you want to apply to the idea.
Tip: Use the arrow keys to get to the next idea.
Apply a status in the admin level
1. Click on Admin and then on All ideas in the dropdown menu.
2. Select the ideas you want to apply a status to and then click on Change status in the upper right corner. Choose the desired status from the list.
Edit an existing status
1. Click on Admin and then on Statuses in the drop-down menu.
2. Hover over the status you want to edit and click on the cogwheel that appears next to it. Then click on Edit title.
We hope this article has been useful for you.
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