Idea and opportunity management

With idea and opportunity management, product teams will be able to make better decisions more quickly and feel confident about what makes it onto the roadmap.

Submitting ideas and creating opportunities

To get started navigate to the top right-hand corner of your screen and click the lightbulb icon! From here you can begin submitting ideas or creating opportunities. It is important to note that Idea Management exists at the account level, so all users must be part of the same team to access their idea and opportunity management space.

Idea Management

From the Idea management space, you can collect new product ideas in a clean, central repository making it easier to analyze ideas and identify opportunities. From this page you will be able to assign customers to ideas, tag ideas, assign ideas to opportunities, and describe the “how” behind your opportunities. Select ideas in bulk to either add to an opportunity or create a new one! Both editors and viewers are able to submit ideas to the team!

You will also have the option to import existing ideas your team has compiled via CSV/XLS spreadsheet. You can find an example template for use here.

Opportunity Management

The opportunity management space helps your team to determine which problems are worth solving. From this page define your opportunities and validate them with ideas you have captured. Creating opportunities requires an editors license.

Connecting Opportunities to your roadmap

To connect opportunities to your roadmap navigate to roadmap settings, from here click into the lightbulb. Lastly, click the plus sign to connect an opportunity to your roadmap, it’s as easy as that! If you would like to add an opportunity directly to a bar click into the bar details on your roadmap and connect the opportunity!

Note: Idea and Opportunity management is in a closed beta. Please contact your dedicated CSM or chat into our support center if you’re interested in joining!

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