How to attach/remove an Idea to/from an Objective

Once Objectives have been created, Ideas can be attached to Objectives so that all the Key Attributes will be shared.

As a Strategy Manager

  1. Log in to the HTML5 client.

  2. Select the Objectives workspace, Ideas sub-tab.

  3. Click on the ATTACH IDEA button, and select one of the two available commands: Add an Idea or Add multiple Ideas.

  4. In the Attach an Idea popup, select the Idea you want to attach to the Objective.

  5. In the Attach to Objective popup, select at least the Alignment Level in the pick-list.

  6. The Idea card is added to the view.

  7. To remove an Idea from an Objective, click on the More (MoreVertical) button available on the right hand side of the Idea card, and select the Remove attachment command.

As an Idea Manager

  1. Log in to the HTML5 client.

  2. Select the Idea Center workspace.

  3. Select an Idea Folder in the selector.

  4. Select the Details (viewmode_activedetailsgeneric22_md.png) Mode.

  5. Select an Idea in the Idea List panel.

  6. In the Idea Details view, click on the Strategy button available in the SECTIONS panel displayed on the right hand side of the view.

  7. The Strategy section is added to the view.

  8. Click on the ATTACH OBJECTIVE button, and select one of the two available commands: Add an Objective or Add multiple Objectives.

  9. If you selected the Add an Objective command:

    1. In the Attach to an Objective popup, select the Objective the Idea is to be attached to.

    2. In the Attach to Objective popup, select at least the Alignment Level in the pick-list.

    3. Click on the DONE button.

    4. The Objective card is added to the view.

  10. If you selected the Add multiple Objectives command:

    1. In the Attach to Objectives popup, select the Objectives the Idea is to be attached to.

    2. Click on the DONE button.

    3. The Objectives card are added to the view.