Submitting an idea

This page is the procedural reference for the new-idea form. For a faster five-minute walkthrough, see Submit your first idea.

The form, field by field

| Field | Required | Limit | Notes | |---|:---:|---|---| | Title | yes | 120 characters | Triggers live overlap detection at three characters. Hover or focus the field for a tip on how to frame it. | | Description | yes | 2 000 characters | Rich text supported. | | Problem | yes | 500 characters | The problem this idea addresses. | | Impact | no | 500 characters | The benefit you expect. | | Implementation | no | 800 characters | Effort or implementation notes. | | Category | yes (standalone mode) |, | Pick from the workspace's categories. Auto-defaults to the first category if you skip it. | | Campaign | yes (campaign mode) |, | Locked when you arrived from a campaign link. | | Visibility | optional | enum | Visible to everyone or Visible to reviewers only. Admins can turn this off for the whole workspace under workspace settings. | | Anonymous | optional | toggle | Hides your name from peers. Admins can turn this off for the whole workspace under workspace settings. | | Additional reviewer | optional | one user | Invite an extra coordinator to the review. | | Attachments | optional | 3 files, 10 MB each | Available on the Growth and Scale plans. Types: JPEG, PNG, GIF, PDF, DOCX, XLSX. |

The Submit button stays disabled until Title, Description, Problem, and a category (or campaign) are filled.

AI writing help

The form includes two ways to refine your writing with AI before submitting.

Per-field sparkle icon. The Description, Problem, Impact, and Implementation fields each have a small sparkle icon in the top-right corner of their label row. Click it to open a popover that shows an AI-refined version of what you've written. You can cancel or replace your text with the refined version. The icon is greyed out until you've written at least 50 characters in that field. The Title field has no sparkle icon. Each field's refinement uses specific guidance for that field's purpose, so the suggestion for "Problem" is framed differently from the one for "Impact".

Refine with AI panel. The right rail of the form includes a "Refine with AI" helper that works across the full idea draft. It is always visible in the right rail, between the AI Brainstorm card and the Tips panel. Like the AI Brainstorm card, this panel takes your workspace's background, industry, and strategic priorities into account when it rewrites your text, subject to your admin's AI settings.

Note

If you see a "Verify your email" error when you try to refine, your account email has not been confirmed yet. An inline Resend verification email button appears in the error. Click it, check your inbox, confirm, and then try again.

Visibility and anonymity

Two separate decisions, made when you submit. Both options appear on every submission form by default; your workspace admin can turn either off under workspace settings.

• Visibility controls who can see the idea. Visible to everyone lets all workspace members read it; Visible to reviewers only hides it from peers until the idea is approved, at which point it flips automatically to Visible to everyone.
• Anonymous controls whether your name is shown. When on, peers see "Anonymous" as the author; coordinators and admins still see your real name in their review surfaces.

| Setting | Submitter sees | Other members see | Coordinator sees | Admin sees | |---|---|---|---|---| | Open, named | own idea | full idea, your name | full idea, your name | full idea, your name | | Open, anonymous | own idea | full idea, "Anonymous" | full idea, "Anonymous" | full idea, "Anonymous" | | Reviewers only, named | own idea | nothing | full idea, your name | full idea, your name | | Reviewers only, anonymous | own idea | nothing | full idea, "Anonymous" | full idea, "Anonymous" |

Caution

Approving a reviewers only idea makes it Visible to everyone automatically. Anonymity does not flip on approve; an anonymous idea stays anonymous to peers even after approval.

Attachments

Attachments are available on the Growth and Scale plans.

• Up to 3 attachments per idea.
• Up to 10 MB per file.
• Allowed types: JPEG, PNG, GIF, PDF, DOCX, XLSX.
• Attachments can be added while the idea is in_review and no reviewer has finished. Once any reviewer marks their scorecard complete, attachments are frozen.
• You can rename an attachment after uploading. The file extension is locked — only the base name is editable — so renaming never breaks the download link.

On the idea detail page, image attachments (JPEG, PNG, GIF, WebP, and other image types) display as an inline preview tile above the filename and download row. Click the preview to open the full image in a new tab. Non-image attachments (PDF, DOCX, XLSX) show the compact filename row only.

We accept common document and image formats up to 10 MB each, and limit each idea to three attachments.

What happens after Submit

In order:

1. The system generates a reference number, in the format IDEA-2026-0047.
2. The idea is created with status in_review.
3. The category's criteria are snapshotted onto the idea, so later edits to the rubric don't rewrite your scores.
4. Coordinators in your category receive an email and an in-app notification.
5. The AI first reviewer queues up in the background.
6. If your workspace has Slack connected, a post lands in the default channel.
7. You see a confirmation screen with your reference number and the message "We've notified your reviewers."

Note

Once you submit, your idea moves to In review and the AI starts looking at it within a few minutes. You can withdraw your idea any time before a decision is made.

What's next

How submission works

How submission works is the concept-side companion to this page.

Overlap detection

Overlap detection covers the live similar-ideas panel and supporting.

Workspace settings

Admins set the visibility and anonymity defaults in Workspace settings.