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Enabling, Disabling, and Deleting Stages

You can enable a stage when the community is ready to use it or disable a stage when it shouldn't be visible. If a stage is not needed, you can delete it.

Fastpath

Admin Console: Ideas > Idea Settings > Manage Stages

Note that you can't disable or delete a stage that is currently in use by an idea. Before disabling or deleting the stage, you need to edit each of the ideas on which it's currently applied, selecting another stage for the idea.

To see whether a stage is currently in use by ideas, check the number in the Ideas column on the Manage Stages page. The value there tells how many ideas have that stage currently applied.

To enable, disable, or delete a stage:

  1. In the Admin Console, go to Ideas > Idea Settings > Manage Stages.

  2. Find the stage whose state you need to change.

  3. To disable a stage, click the Disable stage icon in the Disable/Enable column.

    A stage in use cannot be disabled. Check the number in the Ideas column to see how many ideas have that stage currently applied.

  4. To enable the stage, click the Enable stage icon in the Disable/Enable column.

  5. To delete a stage, click the Delete stage icon in the Delete column.

Default Stages​

The idea feature comes with a default set of stages you can use. The default stages include the following:

  • Active
  • Already Offered
  • Archived
  • Coming Soon
  • Delivered
  • For Future Consideration
  • In Progress
  • Partially Implemented
  • Under Review

Configuring Stages​

You can define the stage name and how it appears to people in the community. You can also set which of the available stages should be the default and which stages allow voting for ideas on which the stage is set.

Choosing the right background and text color for stage name display can help people in the community more easily scan lists of ideas to find the ideas they're looking for.

To configure a stage:

  1. In the Admin Console, go to Ideas > Idea Settings > Manage Stages and find the stage you want to configure.

  2. To set the stage as the default, click the stage's button in the Default column. This setting is applied to newly created ideas only.

  3. To enable voting for an idea with a particular stage applied, select the check box for that stage in the Voting On column.

  4. To set up how the stage should look in the community, click the Edit stage properties icon in the Edit column and specify the stage properties on the Edit Stage page.

    In Sample Text, you can see what the stage name will look like in the community.

    1. In Stage Name, enter the stage name. It is the text visible to users when selecting stages for ideas.

    2. In Background Color, specify the HEX color number or click Select color and choose a color for the box that surrounds the stage's name in content lists.

    3. In Text Color, specify the HEX color number or click Select color to choose a color for the stage name's text.

    4. Click Save to apply the changes.

Adding Stages for Ideas​

You can also add stages that capture your community's view of lifecycle phases.

Fastpath

Admin Console: Ideas > Idea Settings > Add Stage

To add a new stage:

  1. In the Admin Console, go to Ideas > Idea Settings > Add Stage.

    In Sample Text, you can see what the stage name will look like in the community.

  2. In Stage Name, enter the stage name. It is the text visible to users when selecting stages for ideas.

  3. In Background Color, specify the HEX color number or click Select color and choose a color for the box that surrounds the stage's name in content lists.

  4. In Text Color, specify the HEX color number or click Select color to choose a color for the stage name's text.

  5. Click Save to apply the changes.

A new stage is added to the community. If necessary, you can change its settings on the Manage Stages page. For more information on stage configuration, see Configuring stages and Enabling, disabling, and deleting stages.

Related

Configuring Jive Ideation