Quickstart Guide, Part 1: Mastering the Basics

With the Ideanote Quickstart Guide you will acquire all the necessary knowledge to successfully use Ideanote. We will start with the basics, but as we progress we will unpack the most powerful features, tips and tricks.

Morten here! I’ll be your partner in crime throughout this guide. So sit back, relax, and together we’ll have you collecting valuable ideas in no time. sips tea

In this first part of the Quickstart Guide, we’ll cover:

  • Missions
  • Phases
  • Inviting People

Not what you were looking for? Then Part 2 or Part 3 might do the trick:

Quickstart Guide (2:3): Best Practices

Quickstart Guide (3:3): The Most Powerful Tools

First things first

Here we are, just you and me — and of course that newly claimed Space of yours. Let’s set it up, shall we?

Before we dive into the thick of things, there are a couple of important concepts you should be familiar with: 1) Missions and 2) Phases.

What is a Mission?

Missions are used to collect ideas, and you create them by:

Asking a question
Posing that question to an audience

Yes, it’s really that simple.

Here’s an example of a mission where Elon has invited his team (the audience) to contribute with ideas to solve a challenge (the question).

But wait, there’s more. You might have noticed that Elon also added a rating criterion (Cost) to his mission.

This is to help him evaluate the ideas he collects, which is something we’ll explore in a moment as we take a closer look at Phases.

What are Phases?

Alright, so ideas are collected in missions. But then what?

Within missions ideas travel through five bite-sized phases, each contributing to the idea in different ways.

Let’s take a look at what happens in each phase, starting from the beginning:

In the CREATE phase, people are invited to submit their ideas to missions you or others have created.

In the GROW phase, everyone then works together to develop the submitted ideas by commenting on how these ideas might be improved.

In the RATE phase, ideas are given a rating based on criteria you pick, such as Potential or Actionability, or in Elon’s case, Cost. This generates a score that helps you find the best ideas to act on.

In the ACT phase, people can assign ideas to themselves or others, and finally take the best ideas to action. This allows you and your team to decide who’s responsible for moving ideas forward and implementing them.

In the DONE phase, you can keep track of successful ideas by adding updates on the impact they’ve had. It’s like your team’s personal trophy room!

Customising Access by Phase

For each mission you can decide who has access to what phase, e.g. you might want some people to create and grow ideas, while others rate them.

It all depends on the expertise and needs of your people, so feel free to be as creative as you want when using Ideanote. There are no wrong answers, and access can be customised as you create and set up each mission.

On top of all that, you also get to decide when an idea should move from one phase to another. You can either do it manually, or set it up via automation. Awesome, right?

How do I invite people?

To really stir that big beautiful pot of creativity, you will need people to add ideas to your missions, but also to create missions of their own.

There are two simple ways to invite people to your Space:

  • Send one of our seductive email invitations
  • OR
  • Generate and share a magic invite link

You can find both options in the sidebar, right here:

That’s all for now, folks. You can find Part 2 right here:

Quickstart Guide (2:3): Best Practices

PS. — If at any time you felt like the contents of this guide didn’t live up to your expectations, if you have any questions, or if you’re in the mood for a chat with a handsome stranger, be sure to reach out via morten@ideanote.io

Until then, happy Ideanoting ❤

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