⚠️ Canny Ideas is currently in closed beta
To apply for access, please start a chat or email us at support@canny.io
Overview
Navigate the Canny Ideas module, understand the most common actions, and learn best practices.
Areas and definitions
Idea: An idea is a work item or feature with clear deliverables.
For example, adding new functionality to an existing page is likely an idea or sub-idea.
Group: A broad category of ideas.
We recommend making a group for each product area. Consider creating groups for each product manager on your team. For example, all ideas related to your onboarding flow..
View: A filtered view of groups saved for easy reference.
Default views are:
Triage, new ideas that haven’t been actioned on
Backlog, ideas under consideration for the roadmap
Roadmap, ideas actively being prioritized or worked on
Create your own views to suit the way you work or for sharing with your team.
Insight: Thoughts from a user on a specific idea.
For example, a support agent adds a comment that an idea is gaining traction among key accounts. Or, a comment made by a user during a Zoom meeting that’s captured and automatically added as an insight by Canny Autopilot.
Field: An attribute of an idea that can be displayed as a column and/or used to create a view (see above).
For example, the status of the idea, a key date, or the total number of insights.
Make your own custom fields for scoring, identifying internal attributes, etc.
Hierarchy: A parent-child relationship between groups, subgroups, ideas, and sub-ideas that allows for better collaboration and organization of ideas.
Ideas supports three levels of grouping and three levels of idea
For example:
Group: Integrations
Sub-group: CRM tools
Sub-group: HubSpot
Idea: Sync meetings
Sub-idea: Import meeting log
Common actions
Jump to any of the following:
Create a group/sub-group
Use the plus button in the left-hand column to create a new parent group:
This will prompt you to create the group name, along with the description and keywords. This data is important, as it helps guide Autopilot when automatically finding feedback:
To create a sub-group, use the three-dot menu seen when you hover over an existing group:
Create an idea/sub-idea
Use the plus button in the title column. It will appear when you hover over that cell:
To create a sub-idea, click the plus button in an existing idea’s title or select “New sub-idea” in the idea drawer:
Create a field
Click on the Fields button to edit, delete, and create fields:
Create a view and apply filters
Use the “+ View” button at the top of the Ideas page to create a new view:
Each view can have its own filters enabled:
You have the option to enable Autosave so that any new filters are saved and applied automatically.
Add an insight
Manually add an insight from an open idea using the “Add insight” button:
Link a post
Ideas are completely internal but you can decide to create a public post in your feedback Portal. All votes and comments on the linked post will be included in the idea.
Move an idea
Moving an idea makes it a sub-idea of an existing idea. Use the option at the top of the open idea drawer to search existing ideas to assign the current idea as a sub-idea:
Merge an idea
Merging an idea combines it with an existing idea. Use the option at the top of the open idea drawer to search existing ideas to merge into:
Delete an idea
You can delete an existing idea from the very bottom of the right-hand panel of an open idea:
Note: Any sub-ideas are also deleted.
Things to note:
Canny Ideas is a new tool in closed beta. To get on the waitlist, start a chat or email us at support@canny.io.
Creating a new post will automatically create a linked idea.
Once merged, an idea cannot be unmerged.