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Status Shipped
Created by Dale Potter
Created on Aug 16, 2023

AI Exploration: use "themes" to group and filter data in other reports and views

Once the exploration tool has grouped my ideas by theme, I want to use the theme as a way to group and filter data. Use cases:

  • List or pivot that shows summarized information about ideas, grouped or filtered by theme.

  • Ideas prioritization view: use the theme as an additional data point when prioritizing ideas

Saving the theme to a custom field on the idea, similar to ranks on the prioritization views, may be a good way to support these use cases.

  • ADMIN RESPONSE
    Sep 18, 2023

    We have launched an improvement to the AI Ideas exploration tool. You can now open a list report of all the ideas in a theme.

    Then bulk edit the ideas to add tags, promote them to an initiative you are researching, and more.

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