Direct Answer: How to Manage Ideas with the Innovation App in OnePlan
To manage Ideas in the OnePlan Innovation App, create hierarchies to organize your Innovation space, configure and save views for other users, set up plan-level notifications, and reorganize or convert reviewed Ideas into other plan types like Projects. Plan management capabilities in the Innovation App area are identical to those in the Portfolio Area.
What This Article Covers: Managing Ideas
This article covers creating hierarchies in the Innovation App, configuring and saving views, setting up plan-level notifications, and reorganizing or converting an Idea into another plan type.
What you will accomplish
After reading this article, you will know how to: create parent-level Spaces and Challenges above your Ideas | configure and save a view for other users | set up plan-level notifications for the Innovation App | reorganize or convert an Idea into another plan type
Before You Begin: Managing Ideas
- This article assumes you have Plan Creation permissions beyond the Requestor level (such as Manager permissions).
- You can apply the Innovation App to any Plan Type in OnePlan. This article uses the Ideas Plan Type as an example.
- Requestors are limited to creating and voting on the Plan Type set to Open to All Users on the back end — typically the lowest-level Plan Type. See Configure the Innovation App for more information.
Why This Matters: Managing Ideas
Organizing Ideas at Scale
Once your Innovation App area has several Ideas created and voted on, you need a way to review and act on them. Hierarchies, views, and notifications keep a growing Innovation space organized instead of becoming an unsorted list.
Turning Ideas into Real Work
Reorganizing or converting a reviewed Idea into a Project or other plan type is how a popular Idea actually becomes tracked, resourced work in OnePlan.
Step-by-Step: Managing Ideas in the Innovation App
Task: Create Hierarchies in the Innovation App
The major difference between the Innovation App and its predecessor, the Requests App, is that you can create hierarchies with the Innovation App — organizing your Innovation space in any way that makes sense for your organization. In this example, all users can create and vote on Ideas, but only Managers can create Spaces and Challenges above them.
To create these parent plans as a user with proper plan creation permissions:
- Click the New Item icon in the header to create a new top-level item in the hierarchy. The New [Item Type] form opens. Give the new top-level item a name, then click Add Plan.
- Click the New Item icon in the list view to create a child item in the hierarchy. The New [Item Type] form opens. Give the new child item a name, then click Add Plan.
Now when other users create new Ideas, they have a hierarchy to organize their Ideas into.
Task: Configure and Save Views in the Innovation App
As a Manager, it is your responsibility to create views for other users to leverage when using the Innovation App area.
- Add your desired columns to the view. Click the Select Columns icon in the header, then drag desired columns from the All Columns list into the Selected Columns list.
You can rearrange the columns from left (top of the list) to right (bottom of the list). Click OK once you're happy with the order.
- Add grouping to the view. Click the Group By menu and select the field you want to group items by. In this example, items are grouped by Priority.
- Add filters to reduce the number of items shown. Click the Filters icon, then select the field(s) to filter on.
- Set the row height. Click the Row Height icon, then choose Small, Medium, or Large.
- Small row height:
- Medium row height:
- Large row height:
- Save the view for other users. Click the Views menu, then select Save View.
Give your view a name, leave Personal View unchecked to make it a global view for all users, and check the default-view checkbox if this should be the area's default view. Click Save.
The new view is now available from the Views menu.
Task: Configure Plan-Level Notifications for the Innovation App
Since the Innovation App is an additional module that sits on top of the portfolio plan architecture, you can use a lot of the functionality available in the Portfolio area, including plan-level notifications for the various plans in the Innovation App area.
See How to Create and Manage Plan-Level Notifications in OnePlan for instructions. This interface is being removed in an upcoming release — OnePlan strongly recommends configuring new notifications through Plan Automations' Send Notification action instead. See How to Configure a Send Notification Action for Plan Automations in OnePlan.
Task: Reorganize or Convert an Idea to Another Plan Type
Once you have reviewed all Ideas (or your organization's preferred plan type), you will likely want to create project plans around the most popular ones. There are two methods to kick this off:
Reorganize the item into another plan type (such as a Project):
- Click the contextual (hamburger) menu and select Reorganize.
- Select the Plan Type you want to change the Idea into, and its parent plan.
- Click Reorganize to change the plan type.
Note: Reorganizing completely moves the item and all of its data into the new plan type and location in your OnePlan group. There is no historical data about its origin afterward.
Convert the item into another plan type (if plan conversions are configured for your OnePlan group):
See Convert a Request into a Plan for instructions.
Note: Conversions leave the original item in place and create a new item of the desired plan type. You can configure links between the two to maintain a historical record of that item's progression.
Frequently Asked Questions: Managing Ideas
Q: Can any user create Spaces and Challenges above their Ideas?
A: In OnePlan, not necessarily — this depends on your organization's configuration. In the common setup, all users can create and vote on Ideas, but only Managers can create the parent Spaces and Challenges above them.
Q: What's the difference between reorganizing and converting an Idea?
A: In OnePlan, reorganizing completely moves the item and its data into the new plan type with no historical record of its origin. Converting leaves the original item in place and creates a linked new item of the desired plan type, preserving a historical record.
Q: Do I need special permissions to save a view for other users?
A: In OnePlan, yes. Creating views for other users to leverage in the Innovation App area is a Manager-level responsibility.
Q: Should I still use the Plan-Level Notifications interface for the Innovation App?
A: In OnePlan, it still works today, but it is being removed in an upcoming release. OnePlan strongly recommends configuring new notifications through a Plan Automation's Send Notification action instead. See How to Configure a Send Notification Action for Plan Automations in OnePlan.
What to Do Next: Managing Ideas
Get Ideas into the system:
Configure the Innovation App:
Move a reviewed Idea into tracked work:
Set up plan-level notifications the current way:
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