You can create an unlimited number of Categories in which to group idea submissions and any feedback that they receive. The Categories that you create are unique to your account; so, you can customize them according to your preferred:
- naming conventions,
- grouping logic, or
- whatever "system" of grouping works for your organization.
Using Categories simplifies the overall management of idea submissions in your community because similar ideas can be grouped for easier comparison in order to:
- determine whether there are duplicates and
- set priority levels for the ideas.
Categories notes
When a user submits an idea, the user can choose which Category to associate with the idea.
Categories is an optional, but recommended, feature. Your account Super Admins can:
- configure Categories to be mandatory upon idea submission via the Set Category as a required field checkbox on the Ideation Settings page.
- If this option is unchecked, ideas can be submitted without a Category being associated.
- change which ideas a Category is associated with.
Watch the video
NOTE: This video offers a comprehensive look at Ideation. Ideation Categories are discussed starting at 00:14:19.
Access your list of Categories
- In the Admin Toolbar, click Admin.
- Navigate to Feedback > Ideation > Categories.
Create a Category
- Click the plus sign to the right of the page title.
- Give your Category a name.
- Set whether it's active. This determines whether users can apply this Category during submission.
- Click Save.
Manage Categories
Select a Category to enable the following functionality:
- Click Edit to update its name and whether it's active.
- Click Delete to delete the Category.
NOTE: If deleting a Category that is currently in use, you'll be notified in the pop-up shown below. At this point, you can: 1) Select a new Category to move the idea(s) to and click Move and Delete to move them before deletion OR 2) click Delete to remove the Category from the associated idea(s).