Easily Collect and Manage Ideas in ProductPlan

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Easily Collect and Manage Ideas in ProductPlan

ProductPlan 26.11.2025 61 просмотров

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Collecting feedback doesn’t have to be complicated. Learn how ProductPlan helps your team prioritize and act on feedback faster. We'll cover: 00:12 - managing your idea intake forms 00:25 - creating a custom form for feedback submissions 00:34 - tagging teams for notifications 00:40 - customizing your form fields 00:55 - sharing your feedback form link 01:10 - uploading ideas from a spreadsheet 01:17 - creating an idea within ProductPlan --- 🔗 Need help? Visit ProductPlan's Support Center at: https://support.productplan.com/ or contact your Customer Success Manager. 👉 Ready to optimize your product feedback organization? Book a consultation with a ProductPlan expert today: https://www.productplan.com/

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managing your idea intake forms

To get started with creating a custom idea form, first click on the collect new ideas button. A list of already created forms will appear where you can view the forms, see ideas associated with each form, and share the form links.

creating a custom form for feedback submissions

To create a new form, click the new form button. You can then add a title and any instructions you'd like people to follow when filling out the form. Then add any teams you'd like tagged to the form and team members who should receive notifications

tagging teams for notifications

when an idea is submitted.

customizing your form fields

Lastly, you can add standardized fields to ask more specific questions. You can add single-select dropdowns, multi-select dropdowns, and custom text fields. Then decide if you want any of these fields to be required. Once you're finished, click the create button at the top. You can now share the link

sharing your feedback form link

and people can submit feedback through the form even if they do not have a ProductPlan account. You can stop accepting ideas at any time by clicking this toggle. In the submitted ideas tab, you can see what ideas were submitted to the specific form. For uploading ideas from a spreadsheet, upload the file that contains your ideas.

uploading ideas from a spreadsheet

Then map the necessary fields and click the import button.

creating an idea within ProductPlan

When creating an idea directly in ProductPlan, first click the new idea button. You have the ability to use one of the custom forms you created while submitting, so your idea has the standardized fields from that form. From there, fill out the title and a description of the idea. You can select any teams you'd like to associate with the idea, the customer if the feedback came directly from one, and any keywords to tag to the idea. Once you're finished, click the submit button in the bottom right corner. And congrats! You just learned how to create customizable forms and submit ideas in ProductPlan. We hope this video helped demonstrate the value of idea submission and discovery. Reach out to the ProductPlan team, or your customer success manager with any questions.

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