PowerSteeringPowerSteering User GuidesEnd User Guide Working with IdeasHow does an idea status get updated automatically?

How does an idea status get updated automatically?

When ideas are approved, the status will be set to On-Track instead of Complete. This is more in line with the process where there is an additional step needed after approval to convert the idea to a project. The status will update to Complete once the idea is converted to a project. This article describes how an idea status gets updated automatically.

Note: Idea and On Track are replaceable terms in PowerSteering. Your organization may use different labels to represent ideas and / or the different statuses such as On Track, Needs Attention, etc...

Click here to view a brief video tutorial about how the idea status is automatically updated.

1. Locate Idea

  1. Locate the idea that you want to approve.
  2. Click the name of that idea.

2. Click Approve

  • Click Approve.

3. Enter Information

Enter Information
  1. Enter information about why you are approving this idea.
  2. Click Approve.

4. View Updated Information

  • Verify that the state of the idea is approved, the status of the work is on track and the convert to project option is visible.


Add your comment

E-Mail me when someone replies to this comment