Prerequisites
Permissions: You must have Admin or Manager rights to create new collections within a workspace.
Step-by-Step Instructions
Open the Creation Menu Navigate to your dashboard and click the blue plus (+) button located in the top right corner of the header. From the dropdown menu, select Collection.
Choose a Folder (Optional) An "Add collection" modal will appear. You can select a specific Folder to house your collection.
Note: If you leave this blank, the collection will be placed in the "Uncategorized" section of your main Folders page.
Click Next to proceed.
Select a Workflow Choose a Workflow to use as a blueprint for your collection. Workflows define the stages your ideas will pass through (e.g., "Collect Ideas," "Basic," or "Business Model Canvas").
Scroll through the available templates and click on the one that best fits your goal.
Click Next.
Add Collection Details On the final screen, provide the finishing touches for your collection:
Cover Image: Click the image placeholder to upload a thumbnail that represents your collection.
Title: Enter a clear, descriptive title (up to 100 characters).
Description: Use the text box to explain the purpose of the collection to your users.
Finalize and Create Review your details and click the Create button in the bottom right corner. Your collection is now live and ready to be shared by you!
Tips for Success
Be Specific: You will get significantly more relevant and actionable ideas the more specific your challenge or question is. Instead of "How can we improve?", try "How can we reduce our response time for customer tickets by 20%?".
Stay Organized: Using folders is highly recommended for workspaces with multiple departments or projects to ensure users can easily navigate the platform.