Brainstorming with Idea Boards

Idea Boards give your team a place to capture and prioritize ideas. Every board belongs to either a Meeting or a Team:

• Meeting boards live with a specific meeting, like Quarterly Planning.
• Team boards belong to a team and carry a start date and an optional end date, so they can run across a quarter or longer without depending on any one meeting.

You can find all of your boards in one place on the Idea Boards screen.

How to Use Idea Boards:

Finding Your Idea Boards

1. In the left navigation, under Work, click Idea Boards (just below Meetings).
2. Use the team and quarter selectors at the top to choose which boards to see.
3. Review the list. It shows:
   • Team boards for the selected teams whose dates overlap the quarter. A team board with no end date appears in every quarter after its start date.
   • Boards on those teams’ meetings in the quarter.
   • Boards from other meetings in the quarter that you organize or attend.
4. Each card shows a banner across the top, the board name, and the number of categories and ideas.
   • On a team board, the banner shows the team name. Below the board name you’ll see Team, the team name, and the board’s dates.
   • On a meeting board, the banner shows the meeting type and period, such as QUARTER PLANNING | Q4 2026. Below the board name you’ll see Meeting, the meeting name (click it to open the meeting), and the meeting date.
5. Click a board to open it.

Sorting, ordering, and saving your view

• Use the sort control to sort by name or date, ascending or descending.
• To arrange boards your own way, drag them into order. Your manual order is saved just for you and is the default.

Adding a Board & Categories

You can add multiple idea boards to a meeting or a team.

To add a board from a meeting:

1. Once you’ve created the Meeting record, go to the Idea Boards tab and hit the +.
2. Give the board a name and save it. The board stays with this meeting.

To add a team board:

1. Go to Work > Idea Boards and hit the +
2. Give the board a name.
3. Choose where the board lives: select Team and pick the team.
4. Enter a Start Date. Add an End Date if you want one (it can’t be before the start date), or leave it blank to keep the board going.
5. Save.

Then continue with the existing steps: open the board and add categories, drag to reorder, and use More Actions to edit or delete a category.

Moving a Board

When a meeting series ends or a new team takes over a topic, you can move the board instead of recreating it.

1. Open the board’s More Actions menu. You can find it on the board’s row (on the meeting’s Idea Boards tab or the Idea Boards screen) or in the board’s header.
2. Click Move to…
3. Choose Meeting or Team. You can search by team or person and pick a quarter. Meetings are grouped by type. The board’s current location is shown but can’t be selected.
4. Select the new location and confirm.

What to expect:

• Moving to a team sets the start date to today, with no end date. You can edit the dates afterward.
• Moving into a meeting removes the board’s dates, and the meeting’s date applies instead.
• If the move changes who can see the board (for example, into or out of a private meeting), you’ll see a warning first.
• After the move, a confirmation appears with Undo, which returns the board to its previous location and position.
• Item History shows the move on both the old and new location.

Editing and Deleting a Board 

From a board’s row menu, choose Edit, Delete, or Show History. When editing a team board, you can change its team and its start and end dates.

Adding an Idea:

1. You can add Ideas under each category by clicking the + at the top of the column for the category you want to add it to. Or, you can hit the + in the top left to create an Idea.
2. Give your idea a name and category. You can also rank your idea on the Impact and your Ability to Execute it. (The ranking is optional.)
3. Once you save your idea, you can drag and drop it to change the category. 

Working with Ideas:

1. Your team members can Agree with your idea on the board, and you can edit the Idea to change the name, category or ratings.
2. You can switch to the Quadrant Chart to plot the ideas based on the ratings.
3. You can use the Sort/Filter to review the Ideas by category, the person who submitted the ideas, or the top Agrees.
4. You can click More Actions on an idea to create a new Goal, Task, SWOT item, or Parking Lot entry. You can also add Draft Priorities to the Plan Builder from here that you can publish in the context of your plan.