Get the Complete Innovation Overview

Get a clear pipeline view with Kanban columns, compact cards, and vertical or horizontal funnel charts at collection or workspace level.<h3>Kanban And Funnel Views</h3><p>See where your ideas sit in the process. Drag and drop across columns. Use compact cards for a dense workspace overview.</p>

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Where Are All Your Ideas Right Now?

When you manage innovation across multiple teams and collections, you need to see the full picture. Ideanote gives you visual pipeline views at both the collection level and workspace level.

The Kanban board shows all your ideas in columns by phase. You see exactly where each idea sits in your workflow. Drag and drop to move ideas between stages. Choose compact card view to display titles only, so you manage hundreds of ideas without scrolling endlessly.

Track Your Funnel Across Teams

Set up funnel charts to visualize how ideas flow through your process. Choose vertical or horizontal orientation. Track by phase names, by order, or by status labels like Live, Active, Completed, and Archived.

Create these charts at the collection level to track specific campaigns or challenges. Or set them up at workspace level to see your entire innovation portfolio in one view. Filter by team assignment and phase to understand which groups own which ideas at each stage.

From Scattered Updates to Clear Direction

You stop asking teams for status updates. You see bottlenecks before they become problems. You know which ideas need attention and which are ready to move forward. Your leadership meetings become faster because everyone looks at the same pipeline view before walking into the room.

Can I see ideas across all collections in one pipeline view?

Yes. You can set up funnel charts at the workspace level to see ideas across multiple collections. This gives you a consolidated view of where ideas are in your process, whether they are spread across departments or different innovation initiatives.

At the collection level, you get a focused view of ideas within a specific initiative. At the workspace level, you get the broader perspective across your entire innovation program.

Does the Kanban view work like an Agile board?

Yes. The column view displays your ideas in a Kanban format where each column represents a phase or status in your process. You can drag and drop ideas between columns to move them through your workflow.

You decide how to structure your columns based on your process. Some teams use phases like Concept, Prototype, and Pilot. Others use statuses like Live, Active, Completed, or Archived.

Can I filter ideas by phase or team assignment?

Yes. You can filter ideas to show only those in a specific phase, like Evaluation or Development. This helps you focus on ideas at a particular stage without distraction.

You can also combine filters to narrow down to ideas assigned to a specific team in a specific phase. This gives you operational oversight for each team's workload and responsibilities.

What is the compact card view?

The compact card view shows only the title of each idea in the Kanban columns. This creates a dense, scannable overview where you can see many ideas at once without scrolling.

This view helps when you manage large numbers of ideas and need to get a quick sense of how they are distributed across your pipeline. You can switch between compact and expanded views depending on the level of detail you need.

Can I use funnel charts to track idea progress?

Yes. You can add funnel charts to visualize how many ideas are in each phase. These charts display vertically or horizontally and give you an at-a-glance understanding of your innovation funnel.

The funnel chart works at both collection and workspace levels. This means you can track progress within a single initiative or across your entire innovation portfolio.

How do I track ideas that have different phases in different collections?

You have two options. You can set up separate charts for each collection if they have unique phase structures. Or you can align your tracking using statuses like Live, Active, Completed, and Archived across all collections.

Statuses provide a common framework that works across collections with different phase setups. This gives you a consistent view even when different teams or departments run their innovation processes differently.

Can I see a dashboard of all innovation activity?

Yes. The workspace-level view acts as your central dashboard. You can see funnel charts that consolidate idea phases and statuses across multiple collections and teams.

This gives you the high-level overview that innovation leaders need. You can track how many ideas are in each stage and which areas of your organization are moving ideas forward.

Smart and Easy Idea Management

Talk to our Experts or try Ideanote for free. No credit card required.

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