Use status to show the team’s decision about an idea. Approved means it is worth exploring. Promoted means the team has committed to deliver it.
Capture a suggestion from a teammate, a customer, or an AI tool as New. Review the need and the proposed solution before deciding what happens next.
Default statuses
| Status | When to use it |
|---|---|
| New | Captured for review. You have not assessed it yet. |
| Approved | A possible solution worth exploring. You have not committed to build it. |
| On hold | Still a possibility, but not under active consideration. |
| Promoted | Committed for delivery. Timing is planned separately. |
| Shipped | Available in production. |
| Rejected | Not pursuing under current conditions. Keep the record so the team can revisit the decision if things change. |
You do not need to use every status for every idea. Use Delete to remove a record; deletion is not a workflow status.
Commit to delivery
When the team commits, use Promote to Initiative. Creating an initiative from ideas moves those ideas to Promoted and gives the delivery work a place for scope, tasks, and planning. Promotion does not mean work starts immediately.
Linking an idea to an existing initiative does not change its status. Review the decision separately.
Use Shipped when the idea is available in production. If you use automatic shipment through GitHub, check the recorded delivery evidence: a production-branch merge does not verify rollout or deployment health.
Review a set of ideas
Suppose an AI tool proposes seven ideas after reviewing competitors. Start them as New, keep the source material, and review each proposal with your team. Move a credible solution to Approved while you compare approaches and gather evidence.
Treat “competitive parity” and “differentiation” as judgments to verify separately. An idea’s status does not establish either claim. Promote the ideas the team commits to deliver, and plan their timing in the initiative.
Troubleshooting
Check these steps against what you see in your workspace. If something differs, note your workspace name and the screen, then contact us.
My workspace uses different statuses
Workspace owners and admins can configure labels, colors, and lifecycle stages in Discovery settings → Workflow. The lifecycle stage determines whether a status belongs to intake, discovery, paused, committed, shipped, or declined work. Check that mapping before changing an imported workflow.
An idea disappeared from the discovery list
The default idea view includes New and Approved, or their configured intake and discovery equivalents. Use the idea status filter to include paused, committed, shipped, or declined ideas. A status change does not delete the record.
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