Add and assign steps to an idea
Break an idea into tasks, give them dates and owners.
1 min read
- On the idea card, type in Add a next step…
Press Enter or choose Add.
- Tick the box when the step is done
The progress bar and the “0 of 2 tasks done” count update.
- Open the idea to set a date and an assignee
In the window, each task has an assignee list and a due date. + Sub adds a sub-step.
- Choose Save
Tip
Under the tasks, IdeaLine suggests next steps based on the idea’s title. Choose Add beside a suggestion to add it.
Good to know
When you assign a step to someone, they are notified. A step with a due date appears on the calendar. See Find where you were tagged.
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