For the complete documentation index, see llms.txt. This page is also available as Markdown.

Idea Board

The Idea Board is the place to submit feature requests, report missing functionality, and vote on what the product team should build next. Ideas are organised by channel and visible to everyone in your organisation, with comments and voting.

How to access

Open the sidebar and click Ideas, or navigate to /ideas directly.

Idea Board overview
The Idea Board, with channel chips, filters, and idea cards.

Channels

A row of channel chips sits at the top of the board: All, General, DocNet, Workflow, Dashboard, Import / Export, and Document Processing. Click a chip to show only the ideas in that product area; All clears the channel filter. Every idea belongs to one channel, shown as a badge on its card.

Browsing ideas

Each idea is shown as a card with:

  • The title and a rich-text description, which can include images.

  • Separate upvote and downvote buttons, each with its own count.

  • A category badge — Feature, Improvement, Bug, Integration, or Other.

  • A channel badge — General, DocNet, Workflow, Dashboard, Import / Export, or Document Processing.

  • A status chip — New, Under Review, Planned, In Progress, Done, or Declined.

  • The submitter's name and organisation, and a relative timestamp.

  • A comments toggle that expands the discussion below the card.

Pagination at the bottom of the list moves between pages.

Submitting a new idea

Click New idea in the header. The dialog asks for:

  • Title — a short, descriptive name for the idea.

  • Description — an optional rich-text editor with bold, italic, underline, strike-through, lists, and links. You can also add images: paste them directly, or use the Add image button to insert one into the description.

  • Category — pick the closest match. The product team uses this to route ideas.

  • Channel — the product area the idea belongs to.

Press Submit to publish. The idea appears in the list with the New status.

New idea dialog
The New Idea dialog, with category and channel selectors.

Voting

Each idea has separate upvote and downvote buttons, each with its own count. Click a button to cast your vote, click the same button again to remove it, or click the opposite button to switch. Votes signal demand to the product team and feed the Hot and Top Rated sort orders.

Commenting

Open an idea's comment thread to ask questions, add context, or share workarounds. You can upvote or downvote comments (but not your own) and delete comments you posted. The submitter and admins can also delete comments to keep threads on-topic.

Filtering and sorting

Above the list you can combine:

  • The channel chips.

  • A search box matching against title and description.

  • A category dropdown.

  • A status dropdown.

  • A sort selector — Newest, Hot, or Top Rated.

Filters combine, so you can narrow to, say, "Top Rated Improvements that are Under Review" in a few clicks.

Editing or deleting your own idea

The card menu (three-dot button) lets you edit or delete an idea you submitted.

The Idea Board is for product feedback, not for incident reports. Use a support ticket for issues that are blocking your work today.

Last updated

Was this helpful?