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Create and edit an idea board
=============================

Updated 2 months ago

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   Idea boards are perfect for sharing ideas, feedback and comments. They encourage the public to engage with a project, by letting them easily share their ideas on a virtual community board or a map.

Add an idea board
-----------------

To add an idea board to your project:

1. In the left-hand menu, click **Projects**.
2. Click on a project to open it.
3. In the project sub-menu, under **Participation**, click **Idea boards**. This shows all the idea boards created for this project.
4. Click on the **+** icon located on the right hand side of the screen.
5. Give the idea board a **Title**. This will be publicly visible on your project page.
6. Provide a brief **Summary.**
7. Add **Introduction** **text** to explain the purpose of this idea board.
8. Idea boards automatically contain three required fields for public submissions: Title, Description and Optional image. If you want to add additional fields to gather information, such as email or postcode, click **Add** **input** to select a field from the dropdown menu.
9. Set an **End date** to determine when this Idea board will stop accepting new submissions.

You can also choose to modify the advanced settings in the right-hand side section:

- **Allowed submitter** You can choose whether the idea board will accept submissions from all users, or only those who have logged in, by selecting **Authenticated** or **Anyone**.
- **End date** Set an End date to determine when this Idea board will stop accepting new submissions.
- **Default sort order** Set the default sort order for ideas displayed on the board. Options include **Trending**, **Popularity**, **Latest**, and **Oldest**.
- **Add a map** To collect the public's ideas on a map, select a map from the dropdown.
- **Submission voting** Decide on the voting system for submissions by selecting either **Up voting only, Allow up and down voting,** or **Disable voting.** You can also choose who has permissions to vote. This can be set to either **Anonymous** (anyone without an account) or **Authenticated** users only
- **Submission moderation** Decide whether idea submissions can be automatically published or need to be moderated first, by selecting **Requires approval** or **Published**.

    When you're finished, click **Publish**.

Edit an idea board
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To edit an existing idea board:

1. In the left-hand menu, click **Projects**.
2. Click on a project to open it.
3. In the project sub-menu, under **Participation**, click **Idea boards**. This shows all the idea boards created for this project.
4. Scroll to the relevant idea board, and click on the **ellipsis** on the right hand side for more menu options.
5. Click **Edit**.
6. Alternatively, click on the idea board you want to edit, then click the **Edit** tab.
7. When you're finished making your changes, click **Publish**.

Delete an idea board
--------------------

You can delete an idea board from a project if it's no longer needed, or was created by mistake. This permanently removes the idea board and all its content and cannot be undone. Proceed with caution!

*Note: you may not have delete permissions as part of your role. If you have any questions about your permissions, contact your Civio Engage administrator.*

To delete an idea board:

1. In the left-hand menu, click **Projects**.
2. Click on a project to open it.
3. In the project sub-menu, under **Participation**, click **Idea boards**. This shows all the idea boards that already exist for this project.
4. Scroll to the relevant idea board, and click on the **ellipsis** on the right hand side for more menu options.
5. Click **Delete**.
6. You'll be prompted with a warning to confirm the action. Click **Yes, Delete this Idea board.**
7. Your idea board is now deleted.

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