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Planview Customer Success Center

Idea Team Members Feature Administration

Introduction

The Idea Team Member feature can be enabled on the Idea Home Page, promoting a collaborative environment and adding additional functionality and graduation abilities. Idea Team members are automatically set up to follow the idea and receive email notifications when comments, votes, and other idea-related activities occur. 

 

How it Works

Having others on your Idea Team reviewing your idea increases its potential value, as more people can collaborate, help develop, and promote your idea. In some cases, the community administrator might require that an idea has team members before graduating to the next stage. Additionally, Idea Team Members added through the widget can gain additional permissions, such as idea editing.

As an idea owner, you can choose to invite users to be team members for your idea. Moreover, other users can request to become a team member for your idea. Additionally, if you created the idea, you can decide how to structure your stock offering.

 

How to Create Idea Teams

Users can leverage the Team Member widget to recruit a team or request to be a team member. Notifications are sent to the Spigit Inbox and the user's email address.

  1. Navigate to Administration > Display & Branding > Site Editor.
  2. Find the ViewIdea page on the left side of the page, select it.
  3. Add the ideahome_teammembers widget (Team Members widget) to the right column of the Content/Widgets tab.
  4. Navigate to the Idea Home page and the widget will appear.

 

TeamMembersWidget.jpg

Fig 1: Site Editor Configuration 

 

 

By selecting the checkbox for Display Join the Team on the Aministration > Idea Management > Idea Settings page, the feature is enabled.  

FinalDisplayJoinTheTeam.jpg

Fig 2: Display Join the Team checkbox must be selected to enable this feature

 

 JoinTeamLink.png

Fig 3: Join the Team feature has been added to the View Idea page

 

           

NOTE

The Idea Team Member dropdown on the old challenge home page (AppHome) has a 10-person limit.

           

See the following related article for more information:

Idea Teams