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Use > Plan > Idea and Proposal Management > Ideas > Edit an idea

How to edit an idea

General tab

This tab includes the following sections:

Related ideas tab

The Related ideas tab displays ideas of similar topics for the same service, or ideas that are dependent on each other.

To create relationships between ideas

Approvals tab

The Approvals tab is where you add and monitor the approval plan for the idea. The parenthesized number on the tab is the number of approvals.

For more information about the task plan, see How to build a task/approval plan.

Related topics

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