Click on the “Idea Manager” module (the ‘Bulb’ icon in the screenshot below) in the Shorter Loop Dashboard canvas (i.e. blue colored icon below in the screenshot)

It will take you to the Idea Manager screen (see below). Check out the Left Menu to understand how to navigate.

The Left Menu is used to:

Once submitted you will see your idea/issue has been posted on the top in the “Ideas/Issues” tab.

You can publish your Idea, for everyone to vote, comment or make suggestions.

Themes are like the bigger umbrella that categorizes ideas into specific focus areas. When we gather so many ideas and issues from customers, partners, employees, and internal teams- analyzing these ideas manually consumes time and also it is not the best way of utilizing your time strategically.

Hence, to save you time from several hours to weeks, Shorter Loop AI analyzes all feedback and issues ideas, and relates them under appropriate themes which you see here in Themes, under “Generated with AI”.

If you don’t want to use AI, you can manually go through all ideas and issues and create your themes with the “New Theme” button.

This will take you to all the list of ideas mapped under one theme. If you now want to understand what is the key problem for this theme and what solution to generate, you can read each idea manually and then list the solutions by clicking on ‘Create solution’.

If you’d like to save your time and take Shorter Loop AI’s help to define the problem statement, and summary click ‘Summarize’.

It will generate the problem statement and summary. To edit the summary, click ‘Revise summary’.

To create probable solutions with Shorter Loop AI for this problem, click the ‘Generate Solutions’ button as shown above. It will create the ‘Proposed Solutions’ list as shown below in light blue color.

Clicking on the small arrow in ‘Proposed Solutions’ will show the list of ALL probable solutions with headings and detailed descriptions.

Take action in real-time on these solutions by turning them into ‘Epic’, ‘Feature’, and ‘User Story’ as you feel appropriate by clicking on the ‘Lightning icon’.

To publicize a whole theme to end users, click on the theme and then select the ‘people icon’ next to the theme

To convert an idea/issue to a work item, click on the “Lightning” icon shown in blue below and select what you’d like to turn to i.e. “Epic” or “Feature” or “User Story”

Based on your selection, Epic dialog box or Feature or User Story Dialog Box Appears. Add all the details – Name, Description, Start date, End date, Effort, and Value to develop the epic, and add children, comments as necessary, and other details for other fields.

Below we are showing an Epic when you click on the Epic, it shows the

dialogue box on the right-hand side – add there all the details

Epic:

Then in the Epic→ Children section, as ****shown above, add the Feature(s) details.

When you click on each ‘Feature’, it takes you to the below screen by integrating the feedback with Shorter Loop’s other modules or canvases.

This is to be able to work on ‘Features’ that will maximize business objectives and generate optimal user experience.

Add details by clicking on the ‘Details’ tab.

Create ‘Description’ using AI to save time and edit as needed or create manually.

In ‘Children’, here you add the user story manually or generate it with AI. Clicking on each user story will open the ‘User Story’ dialog box (as shown in the screenshot below) on the right and then add all the necessary details for each field.

In ‘Business Metrics’ – add the metric to which this feature will be related to.

In ‘Board’, create a visual whiteboard to brainstorm on certain steps or ideas with or without the team.

In ‘Feedback’, you will be able to see the feedback that has been submitted related to this feature in ‘Idea Manager’.

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If you don’t want to generate “Themes” powered by AI, but by synthesizing all ideas and issues posted here manually, you can do this manually by following the below stages.

Now that we have learnt, how to post a new idea/issue and analyze all ideas into themes manually or powered by AI, let’s look into another tab – Summary.

In the Summary Tab, you will find

This lists all the solutions that have been turned into work items.

Lists all the ideas and issues you have contributed to along with their details.

It shows all the ideas that have been voted on or rated by me using the ‘star’ icon.

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This shows the profile of the user – full name, email, and how much feedback he/she has given or received.

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Also, to change the password of your account, you can click on ‘change password’ and it will ask your old password and to set the new password. And shows a confirmation message once the password has been changed successfully.

This feature helps companies to create a ‘personalized feedback site’ branded by the company’s logo, and brand guidelines. This enhances trust between the company and their customers.

Customers feel more valued and comfortable sharing their feedback with a trusted source vs with a third-party vendor. This also increases feedback and its quality, and genuineness.

This is to help you add categories so that when the users submit their ideas they can select meaningful categories for those ideas/issues.

This allows companies to change the status of ideas and issues as per their requirements to make it more meaningful for end users and internal product teams.

This is to invite all the end users who will provide feedback on the product and services of the company using the Shorter Loop Feedback/Idea Manager platform to gather feedback from customers, internal employees, partners, etc.

Here you can add users via email ID or send a magic link that is valid for a few hours to days. Use the one you think would be appropriate.
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Or use ‘Manage Users’ – To add users via email ID or through Magic link creation.

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