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Categories Ideas
Created by Steven Kaplan
Created on Apr 13, 2016

create assignment rules for routing ideas to different people

we've currently opened up Ideas to our entire global salesforce and the reception has been wonderful. lots of ideas submitted, commented and voted on!

as the ideas come in, we have a set of PM's who are keeping up to date and triaging things, however, the way they know what to look at is by filtering down to specific categories.

it would be awesome if there were a way to create rules so that ideas in category x, y, z could be routed to one PM (user). this way we could create rules to make sure there's an owner on the line for responding back and triaging in a timely manner.

without this feature, I'm having to manually go in and assign ideas to different PM's by hand.

  • ADMIN RESPONSE
    Jul 22, 2022

    We are excited to announce a new automation capability for Enterprise+ customers.

    Automation rules can be used to streamline a variety of tasks in Aha!, including assigning ideas.

    Learn more and get started!

  • Attach files
  • Kristin Simonini
    Reply
    |
    Jun 29, 2020

    Only for Enterprise +? That's too bad. Would be nice to auto-assign by category.

  • Liz Owens
    Reply
    |
    Nov 20, 2019

    Ditto Laura and Steven--we have a key stakeholder for a major product who needs to avoid this manual triage to get ideas routed automatically.

     

    There has been no update on this for a year--anything new?

  • Laura Giles
    Reply
    |
    Sep 21, 2018

    This def needs to be automated. we have thousands of ideas come in and hundreds of managers and shouldn't manually have to assign owners.

5 MERGED

Assign an idea to a user based on a custom field value (such as region)

Merged
I’m trying to assign ideas to specific Aha! users based upon the choice of region, which is a custom drop down field. This would be very helpful.
Guest over 8 years ago in  0 Shipped
6 MERGED

When an idea is assigned to a category enable it to automatically be assigned to a specific person

Merged
When an idea is assigned to a category enable it to automatically be assigned to a specific person. Since in our set-up we have different people assigned to oversee different areas of our product it would make it easier to manage ideas portal if w...
Guest over 8 years ago in Ideas 0 Shipped
5 MERGED

Create custom notifications for idea managers based on idea form questions

Merged
We use one idea board to manage all of our products. With the current notification setup, all of our Product Managers receive notifications for all incoming ideas. However, our Product Managers are of course aligned to their own products and I'd l...
Guest about 6 years ago in Ideas 0 Shipped
6 MERGED

Enable watchers/owners for categories within products

Merged
I work for an accounting software company. Our accounting products are complex so there are several functional areas managed by several different product managers within each product. I'm creating an ideas portal where AccountRight (our major pro...
Guest over 5 years ago in Ideas 0 Shipped