Introduction to My Ideas/Requests
Ever had an idea or received a project request and wondered where to log it for proper evaluation? Welcome to the My Ideas section!
Click on My Ideas in the main navigation.
This is where all brainstorming meets reality. It's an excellent area to capture, review, and prioritize those creative bursts or project requests before they become a part of your initiative portfolio.
Interactive Tour
Take a guided tour through the OnePlan Homepage using this interactive demo. Click Continue to begin!
You can also click to enter full-screen mode for a better view.
Exploring All Ideas View
Click the List dropdown and All Ideas view.
Here, you're presented with a catalog of Ideas/Requests, organized neatly by their Process Step. At a glance, you'll get a sense of where each idea is in its lifecycle.
Quick Edit & Details
Want more on an idea? Just quickly delve into its details. For instance, let's explore the Website Redesign Idea.
Click on the Website Redesign Hamburger icon, then Quick Edit.
Then click Expand Form.
Take a moment to scroll through the details for this idea, understand the specifics, and then close the form.
Prioritizing Ideas/Requests
Click on the View menu and select the Prioritization view.
Here, ideas/requests are ranked by Prioritization Score, clearly distinguishing active plans from proposed ones. And yes, you shouldn't be bothered by closed ideas here; they don’t require prioritization.
Don't always agree with automated prioritization? Feel free to manually stack rank them based on what feels most impactful. Click on the Reorder button. Then drag and drop Ideas to rearrange them.
Click the Reorder button again to turn off the reorder function.
Transforming Ideas to Projects
When an idea is ripe and ready, you can seamlessly evolve it into a project or epic for detailed planning.
Click on Hamburger for the Disaster Recovery Idea, select Reorganize, and see you can convert to a Project of Epic. Click Cancel.
Board Views & Customizations
Board views are immensely visual. Let's explore a couple.
Click on the Board tab drop-down and select All Ideas by Category view.
This Board shows you Ideas by Category in the Columns and Priority in the Lanes and the color is by the State.
Change view to All Ideas by Process Step.
This Board view is showing the Ideas by the Lifecycle Process Step and its dependencies on other ideas.
Change Totals to Count.
Board metrics too can change. From budget allocations to just a count of ideas, it's easy to tailor your Boards to your specifications.
Dashboard for Executives
Click on the Dashboard tab.
For visionaries who prefer graphs, charts, and visual data, our dashboards showcase ideas and requests in an executive-friendly manner.
Conclusion
The My Ideas module streamlines the process of capturing, evaluating, and prioritizing your creative ideas and project requests, offering a seamless experience for managing and tracking your innovation portfolio.