Updated

Use Case

Idea Management

Most ideas die in a notes app or a chat thread, not because they're bad, but because nowhere tracks them between 'someone mentioned it' and 'we decided to build it.'

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Screenshot of idea management in the app
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How to Do This in My First Task

01

Capture the idea immediately

Log a title, description, and notes the moment it comes up — no board, no team, no commitment required yet.

02

Track it as it develops

Move the idea through Not Started, Considering, and Planned as you gather more context, without it cluttering your active project list.

03

Discuss it where it lives

Comment on the idea directly, so the reasoning behind a decision stays attached to it instead of scattered across chat.

04

Convert it when it's ready

One action turns a Planned idea into a full project, seeded with your default workflow stages and ready for tasks.

Why It Matters

Ideas get a real home instead of living in a personal notes app only one person can see
Nothing becomes a project — with a board, a team, and overhead — before it's actually considered
The idea's original context carries forward into the project once converted
Keeps the active project list focused on what's actually being worked on

Frequently Asked Questions

What happens to an idea I decide not to pursue?

Archive it — it stays in your history, out of the active backlog, and can be revisited later if priorities change.

Can more than one person add ideas to the same backlog?

Yes — any workspace member can capture an idea; visibility follows the same workspace roles as everything else.

Does converting an idea use a template?

You can apply any project template when converting, so the new project starts with real structure, not a blank board.