Employee ideas app

In this tutorial, learn about the Employee ideas app, and how to use them effectively.

Overview

Employee ideas app is used by the Teams users to perform the following activities:

  • Set up and configure an idea campaign (a category for grouping ideas around common themes).
  • Configure a standard submission form that employees need to submit for each idea.
  • Review idea campaigns, and manage the list of campaigns and ideas.
  • Edit and delete campaigns.
  • Review leaderboards of ideas.
  • Vote for and share prioritized ideas.
  • Submit ideas for a campaign.
  • View other team members' ideas.
  • Vote on the most-liked ideas.
  • Review how their own idea is performing compared to others within a campaign.

Note

Tip

For a demonstration of how to use this app, watch this video.

Prerequisites

Before using this app:

  1. Find the app in the Microsoft Teams store.
  2. Install the app.
  3. Set up the app for the first use.

For details about the above steps, go to Use sample apps from the Teams store.

Configure the app

The Employee ideas app configuration is only required for the first time.

To configure the app:

  1. Sign in to Teams.

  2. Select the team.

  3. Select the Employee ideas tab in Teams.

  4. Select the channel.

  5. Select Let's go.

    App configuration

Edit the app configuration

To edit the app configuration:

  1. Select the Employee ideas tab in Teams.

  2. Select app settings.

    App settings

  3. Change the channel.

    Change channel

  4. Select Save.

Add an idea campaign

To start with the Employee Ideas app, you'll need to add campaigns.

To add campaigns:

  1. Select the Employee ideas tab in Teams.

  2. Select Create Campaign.

  3. Enter the campaign details such as campaign name, description, campaign start and end date, and a cover image.

    Tip

    Cover image can be chosen from a set of available image templates.

  4. Add idea questions.

    Note

    • By default, there are 2 questions.
    • The response type for each question can be of text format, or a rating (1 being the lowest, 5 being the highest).
    • Users can also:
      • Add any number of idea questions, and choose relevant response type.
      • Change order of the questions.
      • Delete idea questions.
  5. (Optional) Select Post to channel.

  6. (Optional) Select Add cover image to add Cover image, and select a cover image of your choice. You can also upload a custom image.

  7. Select Save.

    Add idea campaign

If Post to channel is selected, the message is posted to the channel when the campaign is created.

Post to channel

Edit an idea campaign

To edit an existing idea campaign:

  1. Select the Employee ideas tab in Teams.

  2. Select the idea campaign you want to edit.

  3. Select Edit.

  4. Change the campaign as required.

  5. Select Save.

    Edit an idea campaign

Delete an idea campaign

To delete an idea campaign:

  1. Select the Employee ideas tab in Teams.

  2. Select the idea campaign you want to edit.

  3. Select Edit.

  4. Select Delete.

  5. Confirm by selecting the I understand confirmation check box.

  6. Select Delete to delete the record permanently.

    Delete an idea campaign

Duplicate an idea campaign

To duplicate an idea campaign:

  1. Select the Employee ideas tab in Teams.

  2. Select the idea campaign that you want to duplicate.

  3. Select Duplicate.

    Duplicate an idea campaign

    A copy of the selected campaign is created, with the name suffix "(COPY)".

  4. Select Add to save the campaign, or Cancel to discard the changes.

Review existing idea campaigns

To review existing idea campaigns:

  1. Select the Employee ideas tab in Teams.

  2. Review the idea campaign.

    Review idea campaign

Submit a new idea

To submit a new idea:

  1. Select the Employee ideas tab in Teams.

  2. Select the active idea campaign you want to submit idea for.

  3. Select Submit an idea.

    Submit an idea

  4. Enter the idea campaign details such as title and description.

  5. Enter the answers to the remaining questions on the form.

  6. (Optional) Upload supporting files.

  7. Select Submit idea.

    Submit idea

Review and vote for an idea

To review and vote for an idea:

  1. Select the Employee ideas tab in Teams.

  2. Select an active campaign.

  3. Select an associated idea to see the details.

  4. Select Like to vote for the idea.

    Review and vote for an idea

Submit a new idea and post it in a channel

To submit a new idea and post it in a channel:

  1. Select the Employee Ideas tab in Teams.

  2. Select any idea campaign you want to submit an idea for.

  3. Select Submit an idea.

  4. Enter the idea campaign details such as title and description.

  5. Set Share in channel to On.

  6. Enter the answers to the remaining questions on the form.

  7. (Optional) Upload supporting files.

  8. Select Submit idea.

    Share an idea in a channel

Below is a sample message that gets posted in a channel when an idea is submitted.

Message posted in channel

Delete an idea

To delete an idea:

  1. Select the Employee Ideas tab in Teams.

  2. Select the campaign.

  3. Select the idea to see the details.

  4. Select Ellipsis.

  5. Select Delete.

    Select delete

  6. Select the checkbox I understand to confirm.

  7. Select Delete.

    Confirm delete

See also