Advanced Setup & Configuration

Unlocking Administrator Capabilities: A Comprehensive Overview of Essential Configuration Settings in IdeaScale

You will need to have Administrator access to configure the settings described below. If you are not a Global Administrator, please contact your IdeaScale Site Owner or Administrator.

Table of Contents

  1. Member Profile Questions
  2. Incoming Moderation
  3. Member Management Dashboard
  4. Idea Portfolio
  5. Idea Ownership
  6. Reporting & Analysis Dashboard
  7. Capturing and Estimating the Value of an Idea
  8. Jira Integration
  9. Exporting Data
  10. Custom Field Moderator
  11. Automation Builder
  12. Project Management Features
  13. Importing Members
  14. Evaluating ideas with the Assessment Stage
  15. AI-Powered Idea Submission
  16. Fund Stage
  17. Introducing IdeaScale Whiteboard

Member Profile Questions


When members join your community, you can set up Member Profile Questions to gather more information from them. This helps you to learn more about your community members and group them based on their interests, preferences, and demographics. Additionally, the Member Profile Questions can serve as a valuable source of insights and feedback for your innovation management strategy.

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Member Profile Questions

Incoming Moderation

The Incoming Moderation dashboard simplifies the process for moderators to manage submitted ideas and respond to idea submitters. With the ability to link and sort ideas, moderators can easily advance ideas to new stages of development. This feature streamlines the moderation process and enhances collaboration between moderators and community members.

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Incoming Moderation

Saved Reply

Annotations

Member Management Dashboard

Member Management allows you to search and select members to take action such as approve, ban, send a private message, and more. 

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Overview of Member Management

Bulk Import Members

Idea Portfolio

Idea Portfolio grants Moderators an easy-to-use method of organizing, sorting, and tagging all ideas that have been submitted. The ideas, campaigns, and groups that moderators can see will depend on the type of moderator they are: Global, Campaign, or Group Moderator.

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Overview of the Idea Portfolio

Idea Ownership

Moderators or administrators can assign an Idea owner to partly manage specific ideas. Multiple owners can be given to a single idea. 

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Idea Ownership


    Reporting & Analysis Dashboard

    The Reporting & Analysis Dashboard helps you to monitor engagement and outcomes across your campaigns.

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    Overview of the Reporting & Analysis 



    Capturing and Estimating the Value of an Idea

    There are several ways to capture and report on an idea’s value, costs, and other financial fields in IdeaScale. 

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    Idea Submission Tool

    Custom Fields On Idea Submission Tool

    Custom Fields



    Jira Integration

    Our Jira integration with the IdeaScale community allows users to track, update and follow ideas being submitted in the community. Jira can help you to further project manage selected ideas until they are implemented.  

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    Jira Integration

    Webhook with Jira

    Exporting Data


    IdeaScale allows you to export your community’s data in several Excel report formats.

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    Data Export Log

    Export Idea Votes

    Authentication Audit Log Export

    Export Stage Data

    Export Top Ideas

    Export Member Roles

    Export Idea Data (Comments &Tags)

    IdeaScale Community Data Export

    Export Groups

    Export Attachment Download Log

    Export Comments

    Schedule IdeaScale Community Data Export

    Export Idea Data

    Schedule Idea Data Export

    Export Member Data

    Custom Field Moderators


    Custom Field Moderators can be responsible for moderating ideas with responses to specific custom fields used in the Idea Submission Form. Each custom field answer can be assigned to the same or different moderator. Custom Field moderators are assigned to moderate standard user as well as moderator only profile answers as well.

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    Custom Field Moderators

    Automation Builder


    The Automation Builder is valuable in helping you save time by automating actions within your workflow based on the rules you set.

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    Automation Builder

    Project Management Features

    There are several IdeaScale features that support project managers who are responsible for developing ideas into solutions. It is a best practice for a campaign team to discuss which features will be utilized, and how, prior to launching campaigns. 

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    Moderator Tags 

    Custom Fields 

    Custom Labels

    Idea Ownership

    Annotations

    App Directory

    Importing Members

    Uploading a list of new members to your community is easy via a bulk import of an Excel sheet. 

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    Importing Members

    Evaluating Ideas with the Assessment Stage

    The Assessment stage allows ideas to be evaluated by custom questions and ratings answered by a set of assessors that were assigned by the administrator of the community. Using this stage is a great way to organize, prioritize, and get buy-in for your community's ideas.

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    Assessment Stage

    AI-Powered Idea Submission

    Idea submitters struggling to find the right words, or feeling stuck in the creative process, can be aided by the power of artificial intelligence when detailing idea descriptions and concepts. 

    NOTE: Our AI assist for idea descriptions is currently, live within our Tesla public community for users to try. AI assist is an add-on paid feature. If you are interested in our AI integration for the community, please contact your customer success manager or sales team member. 

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    AI powered idea submission

    Fund Stage

    In the Fund stage, currencies, tokens or hours, can be allocated to individual members or groups. These members or groups can commit money, or work hours, to the ideas in this Fund stage.

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    Fund Stage

    Introducing IdeaScale Whiteboard


    Meet IdeaScale Whiteboard, our native whiteboard, and visual collaboration software that will ridiculously simplify how our users brainstorm, collaborate online, and implement their ideas within IdeaScale.

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    IdeaScale Whiteboard

    Please check back here periodically for new training videos on advanced settings, configuration, and innovation management strategy.

     

    Please email our Support Team to discuss specific features and technical software needs: support@ideascale.com.

    Please email IdeaScale Professional Services to discuss additional training or to provide feedback on this guide and services: PS@ideascale.com.

    Last Updated: September 25, 2023