From the the Ideas screen, Click the Add (  ) button to create a new Idea.


This will take you to the new Idea Form allowing you to enter all the details about the new idea including financials, timelines, risk management, tracking and stakeholder sign-offs.


To edit, click on any idea from the Ideas list (where you view all ideas). Then select Edit from the top menu bar. 


Note that detail on the sections of the Idea Form are discussed in separate articles in this guide. 


When completing a new idea the following fields are mandatory:


  • Idea Title
  • Idea Owner
  • Department
  • Idea timelines.