Your administrator can configure who has permission to submit an idea (either everyone or only specific users) and idea contributors cannot see an unapproved idea unless they themselves created it.
Creating an idea requires that you specify a name for the idea, the content type for the idea, and a description of the idea. The Create drop down menu is available at the top of your screen from any tab within Kapost. You can also create an idea from within a initiative.
- To create an idea, select the Create button in the top navigation.
- Select Idea.
- In the Topic field, enter a name for the Idea.
- Click the Type dropdown and select a content type.
- In the Idea field, enter a brief description for the Idea.
- If you want to attach it to an existing Initiative, click the Initiative dropdown and select an Initiative. You can select more than one.
- Select the Create button to create your idea.
- If you need to Cancel, just click the Cancel button or you can click the Back option to go back.
Once you select Create, a success message displays.
To edit the idea click the hyperlink View this Idea or go to the idea tab and click on the Idea Title.
From there you will be able to complete idea by:
- Adding more detail with pictures and hyperlinks.
- Tagging the idea with the correct custom field data.
- @mentioning other Kapost members using the activity feed.
When you submit an idea, you’ll see an on-screen confirmation that your idea was successfully submitted after you click Submit.
You’ll be notified via email when your idea is either approved or rejected.
Depending on users’ notification settings, they’ll receive an email when someone in their organization creates an idea.