Having trouble? We’re here to help.

Look through our FAQ below or contact support directly.

Features

  • Ideas are matured and prioritized based on votes, manager or expert input, alignment with strategic goals, and other mechanisms.
  • The very bedrock of Ideanote is collecting, sharing and growing ideas in relation to both community-specific and cross-department challenges. The best ideas are easily identified and exported for implementation
General
  • When you signed up, you also create a subdomain. The default subdomain is the same as your company name, but with spaces replaced with hyphens.

    Ex.:
    Your company’s name is Bad Grass
    Then your default subdomain should be bad-grass.ideanote.io

  • We always recommend you sign-up for a free trial to get the best hands-on experience. You can also take a look at some of the many GIFs affiliated with most of the questions in this FAQ to get a general idea of how the site moves and grooves.
  • If you don’t have a user profile already, you must create one by first getting invited to participate in one or more Campaigns. Invites can come from Team Managers, Admins and Owners.
  • Once you’ve created a user profile, you can login by accessing your company’s subdomain, where you’ll be met by a login screen. Ask your Team Manager for more information regarding your company’s subdomain.

 

Campaigns

  • Navigate to the Home screen
  • Click the campaign in question
  • Click the “Activity” sub-tab
  • Above the activity log you can view the total number of Ideas, Likes and Comments:
    • Blue lightbulb = Total number of Ideas
    • Green thumbs-up = Total number of Likes
    • Yellow bubble = Total number of Comments

 

Ideas

  • If you’ve reviewed an idea and you want to Like it, simply click the Thumbs-Up button
  • You can always remove your Like by clicking the Thumbs-Up button again
  • Ideas are found the campaign(s) accessible to you from the Home screen
  • Navigate to the Home screen
  • Click the campaign to which you submitted the idea you want to edit
  • Click the “…” to open the drop-down menu
  • Click “Edit”
  • Edit title, description or Idea Labels as you see fit
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Save idea” to save your changes
  • Navigate to the Home screen
  • Click the campaign you wish to submit an idea to (you must be invited to participate)
  • Click the “Tell people about your idea…” box
  • Add a title and a description of your idea
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Submit idea”

Personal

  • You can access your profile settings at any time by clicking your profile picture in the top right corner
  • Edit name, email, phone, password, notifications or profile picture as you see fit
  • Click “Save” to save your changes
  • You can view new and old notifications at the top right-hand side, right next to your profile picture
  • If you have new notifications, the amount of new notifications will be display in a red circle next to your profile picture
  • Click the Notification Bell next to your profile picture to display a drop-down list of most recent notifications

Teams

  • Yes, you can be member of as many teams as you’re invited to by the Team Manager, Admin or Owner.

Campaigns

  • Navigate to the Home screen
  • Click the campaign in question
  • Click the “Activity” sub-tab
  • Above the activity log you can view the total number of Ideas, Likes and Comments:
    • Blue lightbulb = Total number of Ideas
    • Green thumbs-up = Total number of Likes
    • Yellow bubble = Total number of Comments

 

  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Idea Labels” tab on the left-hand side
  • Add or remove labels as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Idea Phases” tab on the left-hand side
  • You can add or remove Idea Phases as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Evaluation” tab on the left-hand side
  • You can add or remove evaluation criteria as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Audience” tab on the left-hand side
  • Edit user roles as you see fit
  • You can also remove or add users and teams
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Click the “Admin” tab
  • Choose the team for which you want to edit the user roles
  • Click the three vertical dots on the right-hand side of the particular user you want to edit
  •  Choose a new role for the user
  • Navigate to the Home screen
  • Click on the campaign you wish you edit
  • Click “Manage campaign” at the top right-hand side
  • Navigate the tabs on the left-hand side to edit one or more of the following:
    • Audience
    • Evaluation
    • Idea Phases
    • Idea Labels
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click “+ Create campaign”
  • Fill out the Brief
  • Navigate via the tabs on the left-hand side to manage the following:
    • Audience
    • Evaluation
    • Idea Phases
    • Idea Labels
  •  Click the green “Launch” button at the top right-hand side to launch your campaign!
    GIF
Ideas
  • If you’ve reviewed an idea and you want to Like it, simply click the Thumbs-Up button
  • You can always remove your Like by clicking the Thumbs-Up button again
  • Ideas are found the campaign(s) accessible to you from the Home screen
  • Navigate to the Home screen
  • Click the campaign to which you submitted the idea you want to edit
  • Click the “…” to open the drop-down menu
  • Click “Edit”
  • Edit title, description or Idea Labels as you see fit
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Save idea” to save your changes
  • Navigate to the Home screen
  • Click the campaign you wish to submit an idea to (you must be invited to participate)
  • Click the “Tell people about your idea…” box
  • Add a title and a description of your idea
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Submit idea”
  • Navigate to the Home screen
  • Click the campaign in question
  • Access “Archived ideas” via the third drop-down menu from the left
  • Navigate to the Home screen
  • Click the “Explore” tab at the top left-hand side
  • Click the Ideas tab displaying the total number of submitted idea
  • Sort, Manage, Like, Comment, Evaluate, Share, Archive and more!
  • Navigate to the Home screen
  • Click the “Explore” tab at top left-hand side of the screen
  • Click the “ X ideas” tab at top left-hand side of the screen (X = the total number of current ideas across all campaigns)
  • Click the export button located next to the search bar
  • Navigate to the Home screen
  • Click on the campaign for which you wish to import ideas
  • Click the export button located next to the search bar
Personal
  • You can access your profile settings at any time by clicking your profile picture in the top right corner
  • Edit name, email, phone, password, notifications or profile picture as you see fit
  • Click “Save” to save your changes
  • You can view new and old notifications at the top right-hand side, right next to your profile picture
  • If you have new notifications, the amount of new notifications will be display in a red circle next to your profile picture
  • Click the Notification Bell next to your profile picture to display a drop-down list of most recent notifications
Teams
  • Click the “Manage” tab
  • Choose the team for which you want to edit the user roles
  • Click the three vertical dots on the right-hand side of the particular user you want to edit
  • Choose a new role for the user, reset user password or invite new users
  • Yes, you can be member of as many teams as you’re invited to by the Team Manager, Admin or Owner.

Administration

  • Click the “Admin” tab at the top left-hand side
  • Here you can manage the roles of all users in the organization; including who’s allowed to   create new campaigns
  • You can manage the setting for all users, applying the change to the organization as a whole -OR- manage specific teams individually
Campaigns
  • Navigate to the Home screen
  • Click the campaign in question
  • Click the “Activity” sub-tab
  • Above the activity log you can view the total number of Ideas, Likes and Comments:
    • Blue lightbulb = Total number of Ideas
    • Green thumbs-up = Total number of Likes
    • Yellow bubble = Total number of Comments

 

  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Idea Labels” tab on the left-hand side
  • Add or remove labels as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Idea Phases” tab on the left-hand side
  • You can add or remove Idea Phases as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Evaluation” tab on the left-hand side
  • You can add or remove evaluation criteria as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Audience” tab on the left-hand side
  • Edit user roles as you see fit
  • You can also remove or add users and teams
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Click the “Admin” tab
  • Choose the team for which you want to edit the user roles
  • Click the three vertical dots on the right-hand side of the particular user you want to edit
  •  Choose a new role for the user
  • Navigate to the Home screen
  • Click on the campaign you wish you edit
  • Click “Manage campaign” at the top right-hand side
  • Navigate the tabs on the left-hand side to edit one or more of the following:
    • Audience
    • Evaluation
    • Idea Phases
    • Idea Labels
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click “+ Create campaign”
  • Fill out the Brief
  • Navigate via the tabs on the left-hand side to manage the following:
    • Audience
    • Evaluation
    • Idea Phases
    • Idea Labels
  •  Click the green “Launch” button at the top right-hand side to launch your campaign!
    GIF
Ideas
  • If you’ve reviewed an idea and you want to Like it, simply click the Thumbs-Up button
  • You can always remove your Like by clicking the Thumbs-Up button again
  • Ideas are found the campaign(s) accessible to you from the Home screen
  • Navigate to the Home screen
  • Click the campaign to which you submitted the idea you want to edit
  • Click the “…” to open the drop-down menu
  • Click “Edit”
  • Edit title, description or Idea Labels as you see fit
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Save idea” to save your changes
  • Navigate to the Home screen
  • Click the campaign you wish to submit an idea to (you must be invited to participate)
  • Click the “Tell people about your idea…” box
  • Add a title and a description of your idea
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Submit idea”
  • Navigate to the Home screen
  • Click the campaign in question
  • Access “Archived ideas” via the third drop-down menu from the left
  • Navigate to the Home screen
  • Click the “Explore” tab at the top left-hand side
  • Click the Ideas tab displaying the total number of submitted idea
  • Sort, Manage, Like, Comment, Evaluate, Share, Archive and more!
  • Navigate to the Home screen
  • Click the “Explore” tab at top left-hand side of the screen
  • Click the “ X ideas” tab at top left-hand side of the screen (X = the total number of current ideas across all campaigns)
  • Click the export button located next to the search bar
  • Navigate to the Home screen
  • Click on the campaign for which you wish to import ideas
  • Click the export button located next to the search bar
Personal
  • You can access your profile settings at any time by clicking your profile picture in the top right corner
  • Edit name, email, phone, password, notifications or profile picture as you see fit
  • Click “Save” to save your changes
  • You can view new and old notifications at the top right-hand side, right next to your profile picture
  • If you have new notifications, the amount of new notifications will be display in a red circle next to your profile picture
  • Click the Notification Bell next to your profile picture to display a drop-down list of most recent notifications
Teams
  • Yes, you can be member of as many teams as you’re invited to by the Team Manager, Admin or Owner.
  • Click the “Manage” tab
  • Choose the team for which you want to edit the user roles
  • Click the three vertical dots on the right-hand side of the particular user you want to edit
  • Choose a new role for the user, reset user password or invite new users
  • Click the “Admin” tap
  • Click “Create team”
  • Name the team
  • You can add team members by:
    • Adding existing users from the user list
    • Inviting new users by adding their email and clicking the green invite button
  • Use the drop-down menu to choose if team members or only team managers are allowed to create campaigns for the team

Administration

  • Click the “Admin” tab at the top left-hand side
  • Here you can manage the roles of all users in the organization; including who’s allowed to   create new campaigns
  • You can manage the setting for all users, applying the change to the organization as a whole -OR- manage specific teams individually
Campaigns
  • Navigate to the Home screen
  • Click the campaign in question
  • Click the “Activity” sub-tab
  • Above the activity log you can view the total number of Ideas, Likes and Comments:
    • Blue lightbulb = Total number of Ideas
    • Green thumbs-up = Total number of Likes
    • Yellow bubble = Total number of Comments

 

  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Idea Labels” tab on the left-hand side
  • Add or remove labels as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Idea Phases” tab on the left-hand side
  • You can add or remove Idea Phases as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Evaluation” tab on the left-hand side
  • You can add or remove evaluation criteria as you see fit
  • Click the green “Save changes” button at the top right-hand side to save your changes
  • Navigate to the Home screen
  • Click the campaign in question
  • Click “Manage campaign” on the right-hand side
  • Click the “Audience” tab on the left-hand side
  • Edit user roles as you see fit
  • You can also remove or add users and teams
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Click the “Admin” tab
  • Choose the team for which you want to edit the user roles
  • Click the three vertical dots on the right-hand side of the particular user you want to edit
  •  Choose a new role for the user
  • Navigate to the Home screen
  • Click on the campaign you wish you edit
  • Click “Manage campaign” at the top right-hand side
  • Navigate the tabs on the left-hand side to edit one or more of the following:
    • Audience
    • Evaluation
    • Idea Phases
    • Idea Labels
  • Click the green “Save changes” button at the top right-hand side to save your changes!
  • Navigate to the Home screen
  • Click “+ Create campaign”
  • Fill out the Brief
  • Navigate via the tabs on the left-hand side to manage the following:
    • Audience
    • Evaluation
    • Idea Phases
    • Idea Labels
  •  Click the green “Launch” button at the top right-hand side to launch your campaign!
    GIF
Company
  • Navigate to the Home screen
  • Click the “Admin” tab at the top left-hand side
  • Click the “Organization” tab
  • Here you can edit your company name, language settings and your subdomain (It’s not advisable to change your subdomain, since all existing links and invites will be void upon doing so)
  • Click “Save” to save your changes
  • Navigate to the Home screen
  • Click the “Admin” tab at the top left-hand side
  • Click the “Personalization” tab
  • You can add a company logo, a welcome message along with a welcome video for new users
  • Click “Save” to save your changes
Ideas
  • If you’ve reviewed an idea and you want to Like it, simply click the Thumbs-Up button
  • You can always remove your Like by clicking the Thumbs-Up button again
  • Ideas are found the campaign(s) accessible to you from the Home screen
  • Navigate to the Home screen
  • Click the campaign to which you submitted the idea you want to edit
  • Click the “…” to open the drop-down menu
  • Click “Edit”
  • Edit title, description or Idea Labels as you see fit
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Save idea” to save your changes
  • Navigate to the Home screen
  • Click the campaign you wish to submit an idea to (you must be invited to participate)
  • Click the “Tell people about your idea…” box
  • Add a title and a description of your idea
  • You can also add text files, pictures, video and audio by simple drag-and-drop
  • Click “Submit idea”
  • Navigate to the Home screen
  • Click the campaign in question
  • Access “Archived ideas” via the third drop-down menu from the left
  • Navigate to the Home screen
  • Click the “Explore” tab at the top left-hand side
  • Click the Ideas tab displaying the total number of submitted idea
  • Sort, Manage, Like, Comment, Evaluate, Share, Archive and more!
  • Navigate to the Home screen
  • Click the “Explore” tab at top left-hand side of the screen
  • Click the “ X ideas” tab at top left-hand side of the screen (X = the total number of current ideas across all campaigns)
  • Click the export button located next to the search bar
  • Navigate to the Home screen
  • Click on the campaign for which you wish to import ideas
  • Click the export button located next to the search bar
Personal
  • You can access your profile settings at any time by clicking your profile picture in the top right corner
  • Edit name, email, phone, password, notifications or profile picture as you see fit
  • Click “Save” to save your changes
  • You can view new and old notifications at the top right-hand side, right next to your profile picture
  • If you have new notifications, the amount of new notifications will be display in a red circle next to your profile picture
  • Click the Notification Bell next to your profile picture to display a drop-down list of most recent notifications
Teams
  • Yes, you can be member of as many teams as you’re invited to by the Team Manager, Admin or Owner.
  • Click the “Manage” tab
  • Choose the team for which you want to edit the user roles
  • Click the three vertical dots on the right-hand side of the particular user you want to edit
  • Choose a new role for the user, reset user password or invite new users
  • Click the “Admin” tap
  • Click “Create team”
  • Name the team
  • You can add team members by:
    • Adding existing users from the user list
    • Inviting new users by adding their email and clicking the green invite button
  • Use the drop-down menu to choose if team members or only team managers are allowed to create campaigns for the team

Need Help from our Customer Support?

Contact Nicki
mail icon  nicki@ideanote.io
phone icon  +45 30 28 49 87