Review and progress ideasStep 8 of 11
Manage an idea from the side panel
Assign people to an idea and set its review date and deadline.
When you open an idea from the board or the list, its management panel opens beside it. Use it to decide who looks after the idea and when things should happen. Only challenge managers and people with access to the project board see this panel.
On the project board, click the idea’s card. The idea opens, with its management panel on the left.
Click Assign user, search for a colleague and tick them.
Add a note explaining why if you like, then click Assign these users. Assignees get reminders about the idea and find it on their home page.
Click Review date and pick the day you want to look at the idea again.
Note what to discuss at the review and click Confirm. The note is added to the idea’s project notes.
Click Deadline and pick the date the idea should be done by.
Changes save straight away. The Activity tab in the panel lists everything that has happened to the idea, such as assignments, deadlines and moves between lanes, and Emails shows the emails sent about it.