“Search first, post second!”
Searching the Idea Exchange is quick and easy. You may search for similar ideas before posting, and other ideas that peak your interest, by using the following method:
To search the Idea Exchange for existing ideas, click the Search bar’s drop-down menu and select Idea Exchange. Doing this will narrow your search to only display ideas within the Idea Exchange.
Then, type a few keywords that are applicable to your idea, and click the magnifying glass icon to submit your search.
You may filter your search results using the drop-down menu just above the listed results.
More details soon!
Before you get started in the Idea Exchange, please familiarize yourself with our guidelines and terminology:
Before submitting a new idea, start your journey by searching the Idea Exchange – it may save you time! You may come across a similar idea that’s already active in the Idea Exchange with an up-to-date Status, multiple Kudos, and maybe even some recent comments. Duplicate ideas will be frozen, and the author and all other viewers will be directed to the original idea posting. If your idea has already been posted, you should encourage the idea by using the tips in the Participating in the Idea Exchange article.
If you determined that your idea has not yet been posted, click the Suggest an idea button within the Idea Exchange to draft your new idea.
Documenting your idea is simple, using the New Idea form:
As a best practice, try to write your idea or suggestion as a simple User Story. A User Story should include a title, description, acceptance criteria, and tasks.
Title: Make this short and concise. Try to use a few words here instead of a full sentence.
Description: This should summarize your idea by using the following sentence: As a (type of user), I want to (have/do something), so that (I receive this benefit).
E.g. “As an author of a new idea, I want to have multiple text color options so that I may highlight specific areas of my idea to better separate them from others.”
Acceptance Criteria: This should provide the minimum acceptance guidelines for your idea using the following sentence: I’ll know this is successful when (specific criteria is met).
E.g. “I’ll know this is successful when I am able to change the color of text to something other than the default black when authoring a new idea.”
Additional items you may want to include in your idea are:
A suggested timeframe, deadline, or overall priority level.
Additional context that better establishes your idea.
Screenshots, images, short videos, flow charts, and other visual aids.
External examples of this same idea, such as a feature you’ve used elsewhere.
Don’t forget your labels!
As seen in the image above, Labels are a great way to keep ideas organized and allow community members to subscribe to labels they are interested in. Keep your labels short and sweet! For example, “Dashboards,” “ALM,” “Exports,” and “Data Integration” all make for great labels, when applicable.
So, what's the difference between Labels and Tags in the community? Here's a quick explanation:
An ontology; uses a set of words predefined by the community manager to classify content, usually based on products, services or topic areas relevant to the Anaplan brand. Freeform labels are also allowed to be created by Anaplan community members. Labels are great for classifying content as it is authored and aiding in content retrieval and when a more structures classification content is needed. Users may subscribe to and filter by labels within the Anaplan community.
An undefined folksonomy where classification words are contributed by the community at large, and are always freeform. Tags can be added to mosts posts and articles within the Anaplan community to further classify content. Users may also filter serach results by tags within the Anaplan community.
Once new ideas have been submitted to the Idea Exchange, they’ll go through a series of Statuses, which are used to indicate what is happening to the new idea:
New: This idea has recently been added to the Idea Exchange and has not yet been addressed by the Anaplan team. Promote ideas in this status by giving them a Kudo, and even commenting on ideas that you’re passionate about.
Acknowledged: This status indicates that a member of the Anaplan team has performed an initial review of this idea. This status will be applied within 2 business days of the idea being posted. Ideas with this status may then exist in the Idea Exchange for various periods of time before having a new status applied.
Needs Info: This is used to identify ideas that may need a further explanation for the community and Anaplan team to better understand what is being suggested. Look for a follow-up in the idea’s comments if this status is present, and be sure to respond if it’s your idea!
Investigating: The Anaplan team is reviewing the idea and determining how this will fit into the future of Anaplan and the Anaplan platform. This process may take a few weeks, but be sure to check back often and subscribe to receive status and comment updates.
Accepted: Good news! The idea has been accepted and is in the planning stages for a future Anaplan update or platform release. Great idea!
Declined: Unfortunately, the idea has been rejected by the Anaplan team. This may happen for a number of different reasons. The Anaplan team will do their best to inform you and the rest of the community as to why an idea was declined in the idea’s comments. Thanks again for posting, and be sure to stay active in the Idea Exchange to promote other’s ideas.
Delivered: We did it! Your idea has become reality and has recently been delivered. Most commonly, delivered ideas will be highlighted in a platform release, but be sure to check the idea comments for a final announcement from the Anaplan team about the idea’s release.
Kudos are a great way to show your support for ideas in the Idea Exchange and push them to the top of the “Hot Ideas” list. To Kudos an idea, click the Kudos icon next to the idea’s title. The more kudos and comments an idea receives, the better exposure it will receive with the Anaplan team and the rest of the Anaplan community!
Let the Anaplan community know what you think about each idea by posting your thoughts. To comment, click the title of an idea, and then scroll to the bottom of the page to comment. Enter your text, select your subscription preference, and then click Post Your Comment.
Subscribing to an idea will enable you to receive notifications from the Anaplan Community when:
The idea’s status is updated
Comments are posted to the idea
To subscribe to an idea, navigate to the idea, click Options, and then Subscribe.
Once subscribed, you may then edit your notification preferences inside of your profile by navigating to your Profile Avatar > My subscriptions.