Before You Begin
If you cannot see the Ideas feature, your organisation may not have it activated. To enable this feature, please contact your account manager.
What Are Ideas?
Ideas is a feature that enables:
Submitting suggestions for improvements
Gathering colleague feedback through voting
Responding to organisational challenges
Contributing to innovation and change
Examples of ideas:
Proposing a weekly team lunch
Suggesting process improvements
Recommending new tools or technologies
Proposing wellbeing initiatives
Offering solutions to company challenges
Creating an Idea
Access the Ideas Page
Navigate to Ideas in the sidebar
Click + New Idea
The idea submission form appears.
Complete the Idea Form
Title
What to enter: A clear, concise name for your idea.
Examples:
"Weekly Team Lunch on Fridays"
"Remote Work Fridays Initiative"
"Mental Health Awareness Programme"
"Customer Feedback Dashboard"
Best practices:
Keep it short (5-10 words)
Make it descriptive
Avoid vague titles
What's Important About It?
What to enter: Describe your idea and explain why it matters.
Include:
What you're proposing
Why it's beneficial
How it could be implemented (optional)
Who would benefit
Example:
"I propose we have a team lunch together every Friday. This would help us build stronger relationships, take a proper break mid-day, and create space for informal conversations that don't happen in meetings. It would boost team morale and collaboration."
Formatting options:
Use emojis to add personality
Add GIFs for visual interest
Format text for readability
Best practices:
Be specific about your proposal
Explain the benefits clearly
Keep it concise but informative
Make it easy to understand
Idea Category
What to select: Choose the category that best fits your idea.
Purpose: Categories help decision-makers understand your idea's focus and organise submissions by theme.
Common categories might include:
Workplace improvements
Process efficiency
Employee wellbeing
Technology and tools
Customer experience
Sustainability
Culture and engagement
Select the most relevant category from the available options.
Responding to a Challenge? (Optional)
What this means: If your organisation has posted specific challenges seeking solutions, you can link your idea to one.
When to use this:
✅ Your idea addresses a specific organisational challenge
✅ Decision-makers have requested ideas on a particular topic
✅ You're responding to a call for suggestions
How to select:
Tick the "Responding to a challenge?" box
Choose the relevant challenge from the dropdown list
When to skip: If your idea isn't in response to a specific challenge, leave this blank.
Learn more: See How to Create a Challenge for information about organisational challenges.
How Long?
What to select: Choose the voting period duration.
This determines how long colleagues can vote on your idea before the voting closes.
Common options:
1 week
2 weeks
1 month
Custom duration
Considerations:
Shorter periods (1 week):
Quick feedback needed
Time-sensitive ideas
Simple proposals
Longer periods (2-4 weeks):
Complex ideas requiring thought
Ideas affecting many people
Non-urgent proposals
Best practice: Allow at least 1-2 weeks for sufficient colleague participation.
Which Groups? (Optional)
What to select: Choose individuals or groups who should see and vote on your idea.
Purpose:
Target relevant colleagues
Ensure the right people provide input
Trigger email notifications to selected groups
Options:
Select specific individuals: Choose colleagues by name who should be involved.
Select groups: Choose departments, teams, locations, or other groups.
Leave blank: If relevant to everyone or you're unsure, leave unselected.
What happens when you select groups:
Display count: Below your selection, you'll see the total number of people included.
Email notifications: Selected individuals/groups receive an email about your idea.
Feed filtering: Your idea appears when colleagues filter by those groups.
Example selections:
Marketing team (for marketing-related idea)
All managers (for leadership proposal)
London office (for location-specific suggestion)
Everyone (leave blank or select all)
Submit Your Idea
Review all fields are completed
Click Create Idea
Your idea is now posted and visible to selected colleagues.
What Happens After Submission
Colleague Voting
Colleagues can vote on your idea with three options:
Yes - They support the idea
No - They don't support the idea
No Opinion - They're neutral or need more information
Comments and Discussion
Colleagues can:
Leave comments on your idea
Ask questions
Share additional thoughts
Discuss implementation details
You'll receive in-app notifications when someone comments or interacts with your idea.
Email Notifications
Notification timeline:
When idea is posted: Selected colleagues receive an email notification about your new idea.
Voting reminder: Colleagues receive a reminder email before voting closes.
When voting closes: Notification sent confirming the voting period has ended.
When decision is made: Everyone receives an email with the decision-maker's decision and any comments.
Tracking Your Idea
View Your Submitted Ideas
Go to the Ideas page
Filter or search for your ideas
View vote counts and comments
Monitor engagement
Idea Status
Your idea will progress through stages:
Open for voting: Colleagues can currently vote and comment.
Voting closed: Voting period ended, awaiting decision.
Decision made: Decision-maker has reviewed and responded.
Possible decision outcomes:
Approved for implementation
Under consideration
Not proceeding
Needs more information
Tips for Successful Ideas
Write Clear Descriptions
Be specific:
✅ Clearly explain what you're proposing
✅ Avoid vague or ambiguous language
✅ Provide concrete details
Explain the why:
✅ Share benefits and rationale
✅ Help colleagues understand the value
✅ Address potential concerns
Target the Right Audience
Select relevant groups:
✅ Include people affected by the idea
✅ Target decision-makers if appropriate
✅ Don't over-include irrelevant colleagues
Engage with Feedback
Respond to comments:
✅ Answer questions promptly
✅ Clarify misunderstandings
✅ Thank colleagues for input
✅ Be open to suggestions
Choose Appropriate Timing
Consider voting duration:
✅ Allow sufficient time for participation
✅ Account for holidays or busy periods
✅ Balance urgency with thoroughness
Make It Visual
Use formatting:
✅ Add emojis for personality
✅ Include GIFs if appropriate
✅ Break text into readable paragraphs
✅ Use bullet points for clarity