Your organization can create unlimited Categories to group idea and feedback submissions into organization-approved categories for easier cultivation and management. During submission, users can group their idea into one of your organization's custom Categories, and admins can update a submission's Category at any time, if needed.

TIP: Submissions can also be filtered by Category for efficient searching and management.

To create and manage Categories:

1. In the Admin Toolbar, click Admin.

2. Navigate to Feedback > Ideation > Categories.

Watch the video

NOTE: This video is a comprehensive Ideation overview. Ideation Categories are discussed starting at 00:14:19.

Create a Category

1. Click the plus sign to the right of the page title.

2. Give your Category a name.
3. Set whether it's active. This determines whether users can apply this Category during submission.
4. Click Save.

Manage Categories

Select a Status 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).