Assign a Code to an Idea

Assign codes to ideas to organize and categorize them based on shared characteristics.

To assign a code to an idea:

  1. In the object selector, select an idea.
  2. In the sidebar, select Summary & Settings.
  3. On the Ideas Summary and Settings menu, select Codes.
  4. Select Assign.
  5. In the Select Code dialog box, in the Available section, select codes and select Add from Available to add them to the Selected section.
  6. Select Select.
  7. Select Save.
  8. In the Summary & Settings panel, select Close.