Knowledge Base Article

Aurora: About idea statuses

When working with ideas, statuses play a key role in organizing ideas and letting idea contributors know where an idea is in the approval and delivery process.

Statuses communicate where an idea is in the workflow. By updating the status, your company publicly lets members know which ideas are being reviewed or are in the process of being implemented. The statuses you create depend on the purpose of the Ideas board. If you’re soliciting product ideas, for example, statuses should reflect a progression from new idea, through review, to eventual implementation, or to indicate that an idea has been declined.

When an Ideas board is created, Khoros includes several statuses out-of-the-box. You can edit or delete these statuses and add new ones specific to your needs. You can create or edit statuses only at the Ideas board level.

To provide better reporting and analytics, these statuses are grouped into various Status Sets.

Each new Ideas board you create includes the following statuses:

Status Set

Statuses 

Description

New

Unspecified

Idea has no status label visible to members.

New

Newly submitted idea awaiting team review.

In Progress

In Review

Idea is being investigated and scoped by the team.

Accepted

Idea has been accepted by the team.

On Hold

Needs info

More information is needed from the author of this idea.

Future Consideration

Idea has been not been immediately accepted by the team but is considered for future implementation.

Completed

Delivered

Idea has been successfully completed and delivered to customers.

Closed

Declined

Idea has been rejected by the team.

Already Exists

Similar idea has already been submitted or delivered.

View Idea status sets and statuses

From the Ideas Board Settings page, you can view the default idea statuses that are grouped into various Status Sets as shown below:

 

You can drag and drop the statuses under required status sets or reorder them. This defines the order in which the statuses are displayed in the dropdown menus.

Note: Only admins can view status sets, which cannot be created or deleted.

Create a new status

  1. Sign in to the Community as an Admin.
  2. Open the Account menu and click Settings.
  3. Click Community Structure and go to the Ideas board where you want to create a status.
    The Ideas Board Settings page is displayed.
  4. Go to the Status Sets, and under the status set where you want to add a status, click Add Status. For example, under the In Progress status set, let’s add a status called “Planned."

    The Add Idea Status window opens.

  5. On the window, specify the following fields:

    • Enter a Name for this status that members see in the Ideas board.

    • Enter a status ID. 
      Only alphanumeric characters, dashes, and hyphens are supported. This ID cannot be reused for other statuses.

    • Optionally, enter the Description for this status.

    • In the Visual Style, toggle on Show idea status label to have the label displayed members. If it is turned off, then only admin, moderators, and members with the Change idea status permission can view this label. 

    • Select the required label and label color you want to display. In the Preview, you can view the applied changes to the label.

  6. Click Add Status.
    The status has been successfully added.

Set default status

When a member submits an idea, the idea status is set to “New” by default.

From the Ideas Board Settings page, you can change the default status to use when members submit ideas.

To change the default status, go to the Ideas Board Settings page and click Set as Default next to the status.

Edit status

From the Ideas Board Settings page, you can edit the status to update any fields such as Name, Description, Idea Status Label, Label color, and so on. Note that you cannot edit the Status ID.

To edit a status:

  1. Go to the Status Sets and click Edit next to the status. 
  2. Update the required fields and click Save.

Delete status

From the Ideas Board Settings page, you can delete a status that’s no longer required. Note that you cannot delete the default status.

To delete a status, go to the Status Sets and click Delete next to the status you want to delete.

 

Updated 6 months ago
Version 9.0
  • Hi, is there a way to see the history of the idea status and also who updated the status??

  • Hello!

    We are currently on Classic UI but potentially migrating to Aurora in the short future. Our team have multiple idea statuses at the moment which we are looking to revamp. For example, we have around 400 ideas in "Archived" status which we are looking to replace with the "Not Currently Planned" status. 

    How would we go about this? If we change the status name, will that automatically update all our 400 ideas living under the old status? Or would this be a manual work for our team?

  • SahilC's avatar
    SahilC
    Khoros Staff

    pdalija - It is possible to rename an idea status on both, Classic and Aurora. You can choose to rename it before or after the Aurora upgrade and it will reflect automatically on the ideas submitted under that status.