Create and edit an idea board

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Idea boards let public users share their ideas with others and with engagement managers. Idea boards also encourage user interaction and enable public participants to share their ideas both on a text form or an a map.

Add an idea board

To add an idea board to your project:

  1. In the left-hand menu, click Projects.
  2. Click on a project to open it.
  3. In the project sub-menu, under Participation, click Idea boards. This shows all the idea boards created for this project.
  4. Click on the + icon located on the right hand side of the screen.
  5. Give the idea board a Title. This will be publicly visible on your project page.
  6. Provide a brief Summary to add more detail to the idea board.
  7. Include Introduction text to provide public users with more information about the topic of the idea board.
  8. The required fields for a public participant are: idea title, idea description and an optional image to describe their idea. If you need to collect additional information from public users, simply click Add input to select the type of information you'd like to gather.
  9. Decide whether idea submissions can be done only by logged-in users or by anyone by selecting Authenticated or Anyone from the Allowed submitter dropdown.
  10. You can also collect public ideas on a map. To do so, Add a map from the right hand side menu.
  11. Decide whether idea submissions need to be moderated prior to publication, or can be published automatically by selecting Requires approval or Published from the Submission moderation dropdown.  
  12. Decide on the submission voting system for the idea board by selecting either No voting, Up voting only or Up and down voting. 

  13. When you’re finished, click Publish.

 

Edit an idea board

To edit an existing idea board:

  1. In the left-hand menu, click Projects.
  2. Click on a project to open it.
  3. In the project sub-menu, under Participation, click Idea boards. This shows all the idea boards created for this project.
  4. Scroll to the relevant idea board, and click on the ellipsis on the right hand side for more menu options.
  5. Click Edit.
  6. Alternatively, click on the idea board you want to edit, then click the Edit tab.
  7. When you’re finished making your changes, click Publish.

 

Delete an idea board

You can delete an idea board from a project if it’s no longer needed, or was created by mistake. This permanently removes the idea board and all its content and cannot be undone. Proceed with caution!

Note: you may not have delete permissions as part of your role. If you have any questions about your permissions, contact your District Engage administrator.

To delete an idea board:

  1. In the left-hand menu, click Projects.
  2. Click on a project to open it.
  3. In the project sub-menu, under Participation, click Idea boards. This shows all the idea boards that already exist for this project.
  4. Scroll to the relevant idea board, and click on the ellipsis on the right hand side for more menu options.
  5. Click Delete.
  6. You’ll be prompted with a warning to confirm the action. Click Yes, Delete this Idea board.
  7. Your idea board is now deleted.
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