Idea pipeline

← Back to Initiative Attributes section

• Availability
  • Plan: All
• Roles and Permissions
  • Add/Delete: Admin, Editor, Product Manager
  • Edit: Admin, Editor, Product Manager
  • View only: Reviewer

Initiatives allow you to group ideas and user stories together to explain what you're working on and why. 

Add ideas to an initiative from the initiative pipeline

You can attach ideas to your initiative through the pipeline section.

Simply click on the initiative to open the canvas followed by the Link Ideas button.

From here you can either search for an already existing idea to link to the initiative or create a new one. To create a new Idea, just type out its name in the Find or add an idea... field and click the Create and Link button.

You can easily navigate between linked resources by using the triage mode buttons, which are located on the top of the side-peek view. In the below example, there are four linked Ideas on the Initiative. You can flick between the Ideas in the same view as the Initiative using the triage mode buttons. To learn more about how the side peek view works, click here.

As user stories only exist within an idea, only previously created stories will be displayed on the story dropdown. All user stories that are part of ideas linked to the roadmap initiative will appear under User Stories tab. 

To find out how to add a user story to an initiative, click here to jump down to the Add user stories to an initiative from the user story page section of this help guide.

Add ideas to an initiative from the idea page

You can also attach ideas to a roadmap initiative directly from the idea page. To do this, navigate to the idea and click the Link Initiative button on the right-hand side of the idea. This option will be under the Roadmap Initiatives tab and will open up a pop-up window where you can search for the initiative you'd like to add the idea to. 

Add user stories to an initiative from the user story page

To add a user story to an initiative, simply navigate to the idea and click the User stories tab. Next, click the Add to roadmap... field and select the initiative you'd like to add the user story to.

Add ideas to a roadmap via bulk update

You can add/change the roadmap associated with any idea using the bulk update option in the ideas list. Simply select the ideas you wish to update and click on Bulk update to open the slide out. From here, select the products you'd like to add/change the associated ideas with. Next, select the roadmaps you'd like to add the ideas to (a quick note here, the Add to roadmap option will only appear once you've first selected the products you'd like the ideas to be linked with). When you're finished, click the Update ideas button to save your changes.