Idea templates

The requests that your clients leave on your voting boards can sometimes be vague and hard to comprehend what exactly they are requesting. Idea templates help guide your customers on how to create well-structured and easy-to-understand requests.

When voters create ideas on your Voting Board, the template appears as placeholder text to help them provide the information you need.

Create an idea template

To start creating a template, go to Voting board settings.

1. Inside your Ducalis board, go to Voting Board > Settings.

   

2. Go to the Voting tab and click the Idea Template block.

   

3. Enable the toggle for new idea templates, if it is not already enabled. There will be a default template that you can use.

   

4. If you want to create your own template, edit the template and put your own set of questions that you want your clients to answer when they are creating new ideas on your voting board.

After you complete setting up the template, anyone who attempts to create an idea will have that template as a guide.

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