Workflow

Funnel Management

• Configuring Funnels
• Ideate Stage
• Build Team Stage
• Estimate Stage
• Fund Stage
• ReviewScale Stage
• Assessment Stage
• Assessment Stage Rating Calculation
• Refine Stage
• Reserve Stage
• Stage Permissions for Submitters, Teams, Owners & Groups
• Selected & Implemented Ideas
• Moving ideas in and out of Recycle bin
• How to Delete a Stage or Funnel
• Cumulative vote vs per stage basis vote

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Automation Builder

• Automation Builder
• Labels in Automation Builder
• Manage and Report Abuse within Ideas and Comments
• Report Duplicate Ideas
• Webhook with Github
• Webhook with Jira
• Webhook with Trello
• Webhook with Aha

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Idea Teams

• Idea Ownership
• Team Roles