Updates

New updates and improvements to Ideanote.

AI Merge Ideas

Combine selected ideas into one with AI, while keeping the form intact.

Merge Ideas Tool

  • Added a Merge Ideas tool in Cluster and Trends views so teams can combine related ideas into a new suggestion or merge them into an existing one while keeping the original owners.
  • Changed idea cards to hide expansion summaries whenever every field in that summary is turned off in the layout, keeping cards focused on visible content.
  • Fixed Send Email automations so they show blanks instead of unresolved placeholders when a variable is left empty.
  • Fixed idea imports so CSV files from an idea collection can reference attachments via URLs with filenames.
  • Fixed the global add-idea flow so the idea collection count stays accurate when using the AI Best Match for Draft ordering.
  • Fixed the idea collection picker sorting to follow section order first and idea collection order second, matching the hierarchy on the home view.
  • Fixed an issue where chip lists would always select the first item in the list if a search query was present

Cluster Views and Analytics Layout Controls

  • Added Cluster Views to Idea Collections that can be used to link and analyze ideas.
  • Added “Duplicate Phase” and “Duplicate Chart” actions for faster setup and reuse.
  • Added “Idea Link” support across automations, custom filters, and dynamic bindings, including a new “New Idea Link” automation trigger.
  • Added a “Fullwidth” toggle for all views and a “Max Columns” option (up to 10) for Analytics views to keep layouts consistent across different screens and zoom levels.
  • Added multiple Excel export options for Teams, including high-level and detailed membership reports.
  • Added the ability to drill down “Avg. Rating” charts by specific criteria (e.g., Ease, Risk) at the workspace level, not just within an idea collection.
  • Updated the Similar Ideas experience: the AI autofill button is now a dropdown (AI autofill or open Similar Ideas), the notice only appears for medium/high similarity, and the sidebar can be opened to see low-similarity matches.
  • Updated idea collection permission feedback to show a clear error message when access is missing.
  • Fixed label positioning and stroke rendering on Funnel charts, including cases where some values are zero.
  • Fixed number inputs so entering decimals (e.g., 12.) no longer clears the value or triggers erroneous input events.
  • Fixed auto-generated idea titles sometimes using the wrong short text field in list charts.
  • Fixed an issue where duplicating an Analytics view inside an idea collection could create both default charts and the source charts.

Quick Drafts

Quick Drafts let you write down any raw ideas without structure in private. You can turn them into ideas later. You can enable Quick Drafts for your workspace in the security settings.

Quick Drafts and Authentication Improvements

  • Added Quick Drafts: create lightweight drafts and turn them into ideas later. Quick Drafts can be enabled in Workspace security settings; they use AI (when available) to suggest the best matching idea collection and align with its template, with a graceful fallback when AI isn’t available.
  • Added a redesigned global “Add Idea” experience, including creating Quick Drafts directly from the chooser.
  • Added "Drafts" page to sidebar that makes it possible to easily administer Idea Drafts across Idea Collections.
  • Updated sign-in and authentication flows for greater reliability in in-app browsers such as Line or Facebook Messenger.
  • Updated widget configuration: added primary color availability and styling improvements; selected widget button colors now persist across color modes and outlines show only when needed.
  • Updated rating UX: slowed the rating animation for smoother feedback and adjusted the default prompt when rating comments are allowed.
  • Updated loading skeletons so they only appear when the list of idea fields is empty when adding an idea.
  • Fixed pagination where lists could “jump” to the next set instead of appending; also fixed a dark mode text-stroke issue on funnel charts.
  • Fixed phase settings sometimes applying changes to another phase of the same kind; edits now reliably affect only the selected phase.
  • Fixed collapsed sections not staying collapsed when navigating between pages.

Chart Enhancements and Profile Editing Controls

  • Added advanced chart options, including additional time frames (Last 12 Months, This Year, Last Year, This Quarter, Last Quarter), a toggle to include zero-value periods, automatic filling of missing time points, and capping “All Time” to the idea collection’s creation date when scoped to an idea collection.
  • Added filter support for data dimensions in charts to make workspace-level reports easier to segment by specific idea collections.
  • Updated rating experience with a smoother, slower animation and a clearer default Rating Comment prompt (“What influenced your overall rating?”), now shown as a title with a “Type here...” placeholder.
  • Updated translations across the app.
  • Changed profile editing behavior so admins and owners can now update user profiles even when profile freezing is enabled in Security settings.
  • Changed virtual user handling so the system no longer attempts to create drafts for them.
  • Fixed collapsed sections so they remain collapsed when navigating between pages.
  • Fixed score field visibility and gradient colors in idea submission forms and widgets across light and dark modes.
  • Fixed chart rendering issues.
  • Fixed access checks so automations are not incorrectly blocked by access mode.
  • Fixed HTML appearing in idea collection columns in Excel exports.
  • Fixed color picker when manually pasting in hex colors.
  • Fixed broken nested sorting in lists.
  • Fixed intermittent waiting behavior when using Global Add Idea button.

Deadline Indicator, Funnel Chart Order and Data Retention for All Plans

  • Added the ability to open child teams while a search or filter is applied on the Teams page.
  • Added a deadline indicator when an Idea Collection is close to its end date.
  • Updated rating animation to be smoother.
  • Updated funnel charts to automatically display phases in their order, even when name is selected.
  • Updated Data retention “Keep Content” option to be available to all plans.
  • Updated the Inbox view notice element to spans the full width of the left column for better alignment.
  • Updated the access mode tooltip to clarify the difference between Full Access and Manage Access.
  • Updated translations, including consistent German for “Label”.
  • Updated the chart edit dialog to no longer have a “Delete Chart” button in the chart dialog; chart deletion remains available via the more menu.
  • Updated Idea Collection level charts to automatically use the Idea Collection start date for timeframes.
  • Fixed the Analytics view access settings so they no longer show Idea Collection options in workspace-level views.
  • Fixed labels in chart datasets are that were missing.
  • Fixed visibility of conditional fields that relate to phases.
  • Fixed the access mode to properly restricts visibility of phases when opting out of Full Access.
  • Fixed idea limit count to exclude ideas from idea collection templates when counting total ideas.
  • Fixed a missing tooltip text for Weighted Rating.
  • Fixed a visual glitch where loading elements appeared when the draft sidebar was open.
  • Fixed editing of idea template to no longer require a page refresh to work.

Improved Draft Management and Power Automate Enhancements

  • Added support for creating and managing multiple drafts for ideas and idea expansions. These drafts are now saved to your account and accessible across devices.
  • Added ability to create new teams during user import.
  • Updated the Power Automate connector to include idea collection creation dates, section names, and support for fetching all items at once.
  • Updated charts that group by phase to display phases in the correct order.
  • Updated the Stack View so criteria are shown expanded vertically when rating.
  • Updated the Idea Collection page to collapse empty sections older than 30 days by default.
  • Fixed an issue where anonymity settings were not always applied when creating an idea collection from a template.
  • Fixed an issue where real-time filters for ratings would not update correctly.
  • Fixed disappearing list chart filters during user searches.
  • Fixed [object Object] error in deletion prevention warnings.
  • Fixed translation string inconsistencies.

Enhanced User Import and Bug Fixes

  • Improved the user import process to automatically create teams when they don't exist, eliminating manual work for enterprise customers
  • Fixed an issue where searching for users in chart filters would cause the filter to disappear completely
  • Fixed an issue where [object Object] text could appear in deletion warning messages, making it unclear which parts of views were referencing the item being deleted
  • Fixed a text overlapping issue in the AI assistant box where content would overlap with buttons and frames
  • Minor UI fixes and improvements

Rate Phase Comments

  • Added Rate Phases Comments, an option that allows people rating ideas to leave comments.
  • Added a reset button in the Security Settings to make returning to defaults easier
  • Updated the layout settings of the inbox view to only show relevant elements.
  • Update to comment posting dates to see exact timestamps..
  • Fixed the browser back button for navigating between Idea Collections
  • Minor UI fixes and improvements

Phase Limits and Rating Summaries

  • Added ability to set limits on the number of comments and idea expansions per phase.
  • Added "# of Users who Rated" as a filter key for automations.
  • Added smart "Filter by title..." option for charts to match fields across different forms.
  • Updated the rating summary so users with access to rating activities now see it expanded on the idea details.
  • Updated the workspace creation with AI for better demo content creation.

Phase Limits, Co-Owner Form Entries

  • Added ‘Limit to 1 per idea’ feature for Expand phases
  • Added ‘Restrict to Idea Owners’ feature for Expand phases
  • Updated Form Entries to support co-owners
  • Fixed an issue where selecting 'Manage ideas' in the Share dialog would appear as 'Create ideas'
  • Fixed an issue when creating an idea collection where selecting a template with co-ownership enabled would not work
  • Fixed an authorization issue in automations that could cause fewer phases to be selectable for 'Change phase' actions