Link Ideas

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• Availability
  • Plan: All
• Roles and Permissions

  Only Admins and Editors have access to link ideas.

The link ideas feature allows you to create a relationship between any given number of Ideas.

There are two relationship types available:

• Duplicate: This option will merge Ideas together, selecting a main one as the master Idea and archiving the rest. You have the option to copy over data to the main Idea if desired (available fields to be copied over are Feedback, Designs, Documents, and User Stories.)
• Related: This option will link the Ideas together, allowing you to navigate between them as needed.

Linking Ideas from the Ideas List

To link Ideas from the Ideas List, simply select the Ideas you wish to link together. Once you do, click on the Link ideas button on the list menu.

When the slideout opens, select the relationship type. 

If the relationship type is selected as Duplicate, the Ideas shown on the Linked Ideas list will be marked as archived, but still available for you to see.

Once the process is completed, you will see a reference of all linked items under the Linked Ideas tab within the Idea canvas.

Linking Ideas from the Idea Canvas

To link ideas from the Idea Canvas, scroll down to the Linked Ideas section and click the Link Ideas button.

When the slideout opens, select the relationship type. Once the process is completed, you will see a reference of all linked items under the Linked Ideas section on the Idea Canvas.

Clicking on a Linked Idea will open the side peek view. 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 Idea Canvas, two of which are marked as Related and the other two marked as Duplicates. You can flick between the Ideas in their relationship categories in the same view as the Idea Canvas using the triage mode buttons. To learn more about how the side peek view works, click here.

If you need to link more Ideas, just click the Link Ideas button and repeat the above process. 

Linking ideas using CoPilot Suggestions

CoPilot Suggestions appear throughout the app to highlight when Ideas and Feedback might be related. Just click the icon to open the slide-out and view the suggested connections.

From here, you can review any related Ideas or Feedback and choose to group them together by clicking the Link icon or link them as duplications by clicking the Duplication icon. If a suggestion isn’t relevant to what you’re working on, simply mark it as unrelated by clicking the Not Related icon.

Unlinking Ideas

If you need to unlink Ideas at any given time, go to the Linked ideas section and hover over the right-hand side of the linked Idea. When the unlink Idea icon appears, click the icon to unlink the Idea.