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Planview Customer Success Center

Posting an idea

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To Post an idea: 

As an end-User:

  1. Select the Challenge, either from the Event Management screen, or perhaps the challenge will be on the Home page your company points you to, as in legacy IdeaPlace.
  2. Click the Post idea button
  3. Enter Core details: Idea title and description.
  4. Enter any additional details and  answer question, if required.
  5. Select an image for the idea. You can upload your own image (size and file type constraints here) or select a preexisting image.
  6. Click the Publish button.

As an Administrator:

  1. Navigate to the Administration page.
  2. Click the Event Activities button. Activity Pane toggle.png
  3. Click the Event you'd like to add an Idea to in the Event Activity pane on the right.
  4. Click the Post Idea button in the upper right menu bar.