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Idea Boards

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Qtip: This page describes functionality available to Engagement and Lifecycle projects. For more details on each, see Types of Employee Experience Projects.

About Idea Boards

Action idea boards help managers crowdsource ideas from their team on what exactly they should do to improve employee engagement. Managers can create an idea board to send to their teams in Qualtrics. The idea board is structured around a managers’ focus areas for improvement. Teams can log into the board, give ideas anonymously, and vote on each others’ ideas. After collection ideas, a manager will have a set of potential solutions for their focus areas that they can act on.

Qtip: You do not need action planning enabled on your dashboard to use action idea boards, although it is recommended.

SSO Requirement

To use action idea boards, your Qualtrics license must have Single Sign-On (SSO). With SSO, users login through their organization’s internal login system to access Qualtrics. Idea boards are only available to licenses with SSO to provide a smoother login experience for participants who otherwise may not know their Qualtrics login information.

If you are unsure if your license uses SSO, see Figuring Out If Your Account Has SSO.

If your license doesn’t have SSO but you are interested in setting it up, see SSO Implementation Considerations.

Enabling Idea Boards in a Dashboard

To enable idea boards:

First, you must enable idea boards for your dashboard.

  1. As a dashboard owner or editor, click your dashboard’s Settings.
    clicking settings on the dashboard
  2. Go to Action Plans.
    going to action plan settings and enabling idea boards
  3. Toggle the Enable idea boards setting to On.

Granting permission to create boards

After enabling idea boards for your dashboards, you can determine which participants in your project can create idea boards. To do so:

  1. Create a role containing the participants you want to create idea boards.
  2. Enable the Use action plans role permission.

Creating an Idea Board

There are multiple ways to create your idea board, depending on your dashboard settings. This section will cover how to create your idea board for each scenario. To create an idea board, you must be a dashboard editor.

Dashboard with Action Planning and Idea Boards Enabled

If your dashboard has action planning and idea boards enabled, create your board using the following steps:

  1. In your dashboard, click Ideas and actions.
    clicking ideas and actions on the dashboard
  2. Select Create idea board.
    clicking create an idea board
  3. Begin setting up your board.

Dashboard with only Idea Boards enabled

  1. In your dashboard, click Idea board.
    clicking idea board on a dashboard
  2. Begin setting up your board.

Via a Widget

No matter your dashboard settings, you can create your idea board through the following widgets with action planning enabled:

To create your board:

  1. In the widget, click the Improve next to a focus area. Note that the selected focus area will be automatically added to your idea board.
    the improve button in a question list widget
  2. Select Use your idea board.
    choosing use your idea board and clicking confirm
  3. Click Confirm.
  4. Click View your idea board.
    clicking view your idea board
  5. Begin setting up your board.

Setting up an Idea Board

After creating your idea board using the instructions above, you are ready to customize it for your organization’s needs.

  1. Click Add focus area.
    clicking add focus area
  2. Choose your focus area. You can choose a survey question, a category of questions, or create a custom area (e.g., a “open brainstorm” area for miscellaneous ideas).
    choosing an item to base the focus area on, and then clicking add to idea board
  3. Click Add to your idea board.
  4. If needed, click Add focus area to add additional areas. You may add up to 8 focus areas in your board.
    adding a focus area, an idea, and inviting collaborators
  5. You can rename a focus area by clicking on its title and typing a new one. Note that renamed focus areas will still be tied to the original survey question or category that it was created from.
  6. To delete a focus area, click the trash can icon next to the focus area name.
    Attention: Deleted focus areas are irretrievable! Any ideas will be lost.
  7. Click Invite collaborators to share your idea board with your users.
  8. In the popup window, click Copy link.
    clicking copy link
  9. Share this link with your organization internally. Note that only SSO users in your Qualtrics license will be able to access your idea board with the link.

Submitting Ideas

This section covers how to submit an idea once an idea board link has been shared with you.

  1. Click the idea board link that was shared with you.
  2. Log in through your organization’s login system.
  3. Click the plus sign ( + ) in the focus area you want to add an idea to.
    adding a new idea
  4. Enter your idea in the text box. Ideas are anonymous.
  5. Click Share to submit the idea.
Qtip: If someone has already submitted your idea, upvote it to show your support by clicking the arrow next to the idea. Ideas with the most upvotes will appear at the top of the focus area.
the arrow for upvoting an idea

Managing Ideas

As the owner of an idea board, you can manage the ideas in the board. You can move ideas to different focus areas, and create action plans based on your focus areas.

Creating Action Plans

After ideas are collected, the idea board owner can click Create an action plan at the bottom of a focus area to create an action plan based on the ideas.
clicking create an action plan at the bottom of an idea board

Then, give your action plan a name and click Create an action plan again. This will then create an action plan that you can edit normally.
the creating an action plan popup

Moving Ideas

You can move ideas to a new focus area by clicking the dots next to the idea, and then choose the focus area you want to move it to.
the menu for moving an item in an idea board