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	New	Newly submitted idea awaiting team review.
In Progress	In Review	Idea is being investigated and scoped by the team.
In Progress	Accepted	Idea has been accepted by the team.
On Hold	Needs info	More information is needed from the author of this idea.
On Hold	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.
Closed	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

Sign in to the Community as an Admin.
Open the Account menu and click Settings.
Click Community Structure and go to the Ideas board where you want to create a status.
The Ideas Board Settings page is displayed.
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.
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.
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: