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4. Create and edit an idea board

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

Updated 43 minutes ago · 3 min read

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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 the round **+** button at the top right 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 fields for public submissions: Title, Description (both required) and Optional image (optional). 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.

![The top of a new idea board form, with a title typed into the field at the top, the Summary and Introduction text fields below it, the padlocked Idea detail group listing Title, Description and Optional image to describe your idea, and the Add input and Add group buttons under that. The tool settings panel runs down the right of the frame, cut off at the bottom edge.](https://engage.knowledge.civ.io/storage/Qd5sd4lmORRGj4KSPyWuDnMztahaOfL1X0lEN2SD.png)

The panel on the right of the form holds the rest of the idea board's settings:

- **Who can submit** Choose whether the idea board accepts submissions from everyone or only from users who have logged in, by selecting **Anyone** or **Authenticated**.
- **Card call to action text** The text on the idea board's card wherever it appears in a list. It is limited to 30 characters, and the tool will not save without it.
- **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 **Anyone** (including anonymous users) or **Authenticated** users only
- **Submission moderation** Decide whether idea submissions can be automatically published or need to be moderated first, by selecting **Manual moderation**, **Automatic moderation**, or **Publish immediately**. 

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

![The settings panel on a new idea board, running from Default Sort order at the top to Submission moderation at the foot, with Submission moderation traced and showing its applied value, Automatic moderation.](https://engage.knowledge.civ.io/storage/txCUXCRX9yLmUGKP2jU7yNfdkYTHjNz8EatwRymO.png)

Edit an idea board
------------------

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**.

![The idea boards list with a row's ellipsis menu open, tracing the Edit option.](https://engage.knowledge.civ.io/storage/33aEcoU95cQXlsbu7YCpqQopFPCSX9I6g6KtumnM.png)

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.

![The confirmation warning shown before an idea board is permanently deleted, tracing the final confirm button.](https://engage.knowledge.civ.io/storage/98W0dxEiYd81gaQYAubk68Qqh8aqU4NAbSAO9evj.png)

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