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How to turn an Idea into a Project

  1. Log in to the HTML5 client.

  2. Select the Ideas Center workspace, Ideas Grid.

Settings

The Default Idea Workflow associated with Idea Folders or Idea Types can be set in the System Data workspace, Ideas tab, Idea Folders sub-tab and/or Idea Types sub-tab.

When the Default Idea Workflow associated with the Idea Folder or the Idea Type is "Workflow"

  1. Click in the Workflow State Vote cell of the Idea you wish to turn into a Project to display the pick list, then select the New Project option.

    OR

    Click on the Open button available on the right-hand side of the Idea Name to open the Idea Card, then click on the Workflow State Vote to display the pick list and select the New Project option.

  2. Enter or select the needed information in the Create New popup.

  3. Enter or select the needed information in the Project Definition popup.

  4. If creating the Project through the Idea Card, once created, the Idea Card is displayed, with the Connections section activated.

Note

Only Ideas that have previously been set to Submitted can be set to New Project.

When the Default Idea Workflow associated with the Idea Folder or the Idea Type is "Workflow with objects"

  1. Click in the Workflow State Vote cell of the Idea you wish to turn into a Project to display the pick list, then select the New object option.

    OR

    Click on the Open button available on the right-hand side of the Idea Name to open the Idea Card, then click on the Workflow State Vote to display the pick list and select the New object option.

    Settings

    The New object option is only available if the Default Idea Workflow associated with the Idea Folder or the Idea Type is "Workflow with objects".

  2. In the prompted Create and Connect popup, select the Project object type.

  3. Enter or select the needed information in the Create New popup.

  4. Enter or select the needed information in the Project Definition popup.

  5. If creating the Project through the Idea Card, once created, the Idea Card is displayed, with the Connections section activated.

Note

Only Ideas that have previously been set to Submitted can be set to New object.