Drill down with laser sharp filtering.

How do I prioritize ideas based on multiple rating criteria?

You set up sorting by average rating or by specific custom fields where you've captured scoring dimensions like impact, cost, or feasibility. If you want to surface high-impact, low-cost ideas first, you add a custom field for each dimension, then sort or filter by those fields. You control the default sort order in the layout settings, so reviewers always see ideas ranked the way you need.

You also combine sorting with filtering. For example, filter to show only ideas with an impact rating above 4, then sort by cost estimate ascending. This gives you a targeted review queue of the most promising ideas without manual searching.

Can I filter ideas by phase or status to create review queues?

Yes. You use the quick filters to show only ideas in a specific phase or status, like "Evaluation" or "In Progress." You set these filters as default views for specific user groups, so each team sees only the ideas they need to review. You also combine phase filters with other criteria, such as team assignment or date range, to create precise review workflows.

For pipeline oversight across all collections, you apply the same phase filter globally. This shows every idea in a given stage, regardless of where it was submitted. You build dashboards and reports using these filtered views to track how many ideas sit in each phase at any time.

Can I assign and filter ideas by team, department, or owner?

Yes. You filter ideas by the properties of the idea owner, including their team or department. This lets you create views that show only ideas assigned to a specific group, so each team focuses on their own submissions or responsibilities. You also filter by idea status and phase at the same time, giving you a view of all ideas assigned to a team that are currently in a certain stage.

You predefine these filters in the layout settings and hide the filter controls if you want a clean, locked-down view. This way, team leaders open a page and immediately see their queue without adjusting settings themselves.

How do I filter ideas by categories, tags, or custom fields?

You add custom fields to your idea form to capture categories, tags, product lines, or any other classification. Once ideas are submitted, you filter by those field values to narrow your view. For example, if you tagged ideas by product category or business unit, you filter to show only ideas relevant to a specific area. Multi-select tags let one idea appear in multiple filtered views if it applies to several categories.

You also use custom fields for structured intake, like budget estimates or target launch dates, then filter by those fields during review. This turns your idea collection into a searchable, segmented database where you find exactly what you need.

Can I create predefined filter views for different user roles?

Yes. You configure sorting and filtering rules in the layout settings, then apply those layouts to specific pages or dashboards. You assign different layouts to different user roles, so executives see a high-level summary filtered by strategic themes, while reviewers see a detailed queue filtered by phase and assignment. You also hide the filter controls in the layout, so users see a fixed view without the option to change it.

This approach gives each role a tailored experience. Management opens a dashboard and sees top-rated ideas in the decision phase. Department leads see ideas assigned to their team. Contributors see their own submissions and related activity.

Can I sort ideas randomly to make evaluation fairer?

Yes. You choose random sorting in the sort settings. This ensures that every evaluator sees ideas in a different order, so the first few submissions do not always receive more attention or votes than later ones. Random sorting balances exposure across all ideas, especially in campaigns with many submissions and multiple reviewers.

You combine random sorting with filters if you want randomness within a subset. For example, filter ideas by a minimum rating threshold, then randomize the order. This way, you still surface quality ideas but avoid order bias during review.

How complex can my filters be?

You build filters using conditional logic with AND and OR groups. You combine criteria like average rating, like count, phase, status, creation date, owner properties, and custom field values in a single filter. For example, you create a filter that shows ideas with an average rating above 3.5, more than five likes, in the "Shortlist" phase, created after a specific date, and assigned to a particular team.

You layer these conditions to match your exact workflow. If you need to see ideas that meet one set of criteria or another, you use OR groups. If all conditions must be true, you use AND groups. This flexibility lets you replicate almost any review or reporting logic you need.

Can I save and reuse filter configurations?

You set filters and sorting rules in the layout settings for a page, collection, or dashboard, and those settings persist. Users who visit that page see the same filtered view every time unless they manually adjust the filters themselves. If you hide the filter controls in the layout, the view stays fixed and users do not change it.

You also create multiple pages or tabs with different filter configurations, so users switch between predefined views rather than rebuilding filters each time. This speeds up navigation and ensures consistency across your team.