Actions with an idea

• Coordination of an idea
• Returning an idea for revision
• Rejection of an idea
• Approval of an idea
• Assigning tasks
• Moving an idea to the archive
• Deleting an idea
• Adding an idea to favorites

Coordination of an idea

To coordinate an idea click Coordination in the idea menu.

You will be taken to the idea card where three buttons are available - Coordinate, Send back for revision and Reject.

Coordination is available only to the coordinator. Idea is coordinated by this employee. When clicked a field for entering a comment opens, the comment is optional.

Once the idea has been coordinated by all coordinators, its status changes to “Under approval”.

Returning an idea for revision

To return an idea for revision, click Coordination in the idea menu.

You will be taken to the idea card, where three buttons are available - Coordinate, Send back for revision and Reject.

Click "Send back for revision", you can leave a comment in the pop-up window. 

After returning an idea for revision, its status changes to “New”.

Rejection of an idea

To reject an idea, click Coordination in the idea menu and click Reject in the idea card.

After an idea is rejected, its status changes to "Rejected".

Approval of an idea

The approver will have "Approval" available in the menu.

When click the Approval button the idea card opens and the following buttons are available: 

• Approval
• Send back for coordination
• Send back for revision
• Reject

To approve click the Approval button. Entering a comment is not required.

Assigning tasks

Once the idea is approved tasks can be assigned to it. This can be done:  

• From the main page.
• From the idea card.

Only the Approver can assign tasks. Tasks are assigned only to approved ideas. 

When you click on the "Set task" button a window for setting a task will appear.

Assigned tasks are integrated with Bitrix24 tasks and will be available in the "Tasks and Projects" section of your Bitrix 24.

If an idea has tasks it has status Task set:

 

 When all tasks are completed the icon becomes green - "All tasks are completed"  and completed tasks on the idea card are as follows:

Moving an idea to the archive

Only approved ideas can be moved to the archive. It can be moved to the archive by: the application moderator or the Bitrix24 portal administrator.

When moving to the archive, a notification will appear:

If you move it to the archive, it will not be available in the general list of ideas.

To view ideas in the archive, click the Ideas Archive button - Archived ideas

To move an idea from the archive, click From archive

Deleting an idea

Any idea can be deleted at any time.

It can be deleted by: the author of the idea, the moderator of the application or the administrator of the Bitrix24 portal.

Adding an idea to favorites

To add an idea to your favorites click in the list of ideas "Add to favorites"

To view your favorites click Favorites