Your perfect workflow for ideas.
Add Card, List, Insights and other Views. Then save custom filers, sorting, access and layout for your perfect workflow.
How Do You Help Each Team See What Matters?
Your finance team wants to see ideas by budget. Your executives want a dashboard of high-impact projects. Your innovation team needs a pipeline view across all collections. Every group has different priorities.
Custom Views and Layouts in Ideanote give each team the exact view they need. Display ideas as Cards, in a List like a spreadsheet, or as Kanban columns where you drag ideas between phases. Use the Cluster Chart to group ideas by topic, or show executives an Analytics View with progress charts.
You control what appears in each view. Hide usernames for anonymous feedback. Show only high-rated ideas to decision-makers. Filter to see ideas in a specific phase across all your collections. Sort by creation date, likes, or custom ratings like impact versus cost.
Set access permissions per view. Let one team submit ideas while another team rates them. Create a Stack View where reviewers see only ideas that need their input. Build a Magazine View to export a polished overview for stakeholders.
The result: your teams spend less time searching and more time deciding. They see their priorities first, act faster, and move ideas forward without confusion.
How do I view all ideas in a specific phase across different collections?
The List View gives you an Excel-style overview where you see all ideas and their current phases in one place. You can filter and sort this view to show only ideas in specific phases, even when they come from different collections.
The Kanban Columns View lets you organize ideas by phase and see how many sit in each stage. You can drag and drop ideas between phases as they progress through your workflow.
Can I sort and rank ideas by ratings, likes, or other criteria?
Yes. All views in Ideanote let you filter and sort ideas based on your criteria. You can rank ideas by number of likes, by specific rating scores, or by combinations like high impact and low cost.
The Stack View goes further by presenting ideas in a sorted, actionable list. This helps specific user groups focus on ideas that need rating or commenting, so they can take action immediately.
Can I create different views for different stakeholders?
Yes. You control access at the view level. You can create views that only specific teams or roles can see, and define what actions they can take in each view.
For example, you can create an Analytics View that shows summary charts to executives, while your evaluation team works in a Stack View where they rate ideas. Each group sees exactly what they need to do their job.
Can I simplify what contributors see when they submit or browse ideas?
Yes. You can customize each view to show or hide specific elements. This includes idea context, cover images, descriptions, specific fields, or usernames.
You can also add view notices at the top of each view to guide users on how to interact with it. This keeps the experience clear and prevents confusion for people who just need to submit or comment on a few ideas.
How can I showcase completed or implemented ideas?
The Magazine View lets you display ideas as a browsable, PDF-like booklet that you can export and share. You can filter this view to show only completed ideas from specific business units or groups.
You can also use the Cards View or List View with filters set to display only ideas in your completed phase. This gives teams and leadership a clear view of what has been implemented.
Can I see a pipeline view of where all ideas are in the process?
Yes. The Kanban Columns View organizes ideas by phase and shows you how many ideas are in each stage of your process. You can see this across one collection or set filters to view ideas across multiple collections.
The Analytics View provides charts that summarize your idea pipeline. The List View gives you a table-style overview where you can sort and filter to see exactly where each idea stands.
What views work best for live events or pitch sessions?
The Vote View is built for this. You can upload ideas and let participants upvote them in real time during your event.
The Stack View also works well for live evaluation sessions. It presents ideas one by one to raters, so each person can score or comment on ideas in sequence. You can set access controls so only event participants can rate during your session.
Smart and Easy Idea Management
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