Create and edit an idea board

Idea boards are perfect for sharing ideas, feedback and comments. They encourage the public to engage with a project, by letting them easily share their ideas on a virtual community board or 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.
7. Add Introduction text to explain the purpose of this idea board.
8. Idea boards automatically contain three required fields for public submissions: Title, Description and Optional image. If you want to add additional fields to gather information, such as email or postcode, click Add input to select a field from the dropdown menu.
9. Set an End date to determine when this Idea board will stop accepting new submissions.

You can also choose to modify the advanced settings in the right-hand side section:

• Allowed submitter
  You can choose whether the idea board will accept submissions from all users, or only those who have logged in, by selecting Authenticated or Anyone. 
• End date 
  Set an End date to determine when this Idea board will stop accepting new submissions.
• Add a map
  To collect the public's ideas on a map, select a map from the dropdown.

• Submission voting
  Decide on the voting system for submissions by selecting either Up voting only, Allow up and down voting, or Disable voting. You can also choose who has permissions to vote. This can be set to either Anonymous (anyone without an account) or Authenticated users only

• Submission moderation
  Decide whether idea submissions can be automatically published or need to be moderated first, by selecting Requires approval or Published. 
  
  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.