Intake - My Ideas and Requests

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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.

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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.

Trial Guide - Ideas - All Ideas.png

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.

Trial Guide - Ideas - Quick Edit.png

Then click Expand Form.

Trial Guide - Ideas - Expand Quick Edit.png

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.

Trial Guide - Ideas -Prioritization.png

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. 

Trial Guide - Ideas - Reorder.png

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.

Trial Guide - Ideas - Reorganize.png

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.

Trial Guide - Ideas - Board by Category.png

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.

Trial Guide - Ideas - Board by Stee.png

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.

Trial Guide - Ideas - Totals to Count.png

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.

Trial Guide - Ideas - Dashboard.png

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.

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