Dashboard Guide
Your command center for managing ideas
Overview
The IdeaLift dashboard is your central hub for managing product feedback. From here you can connect integrations, review captured ideas, track analytics, and configure your workspace.
Main Dashboard
Quick Stats
At the top of your dashboard, you'll see four key metrics:
Ideas This Month
Count of ideas captured this billing period vs. your plan limit
Inbox
Ideas awaiting your review (click to open inbox)
Shipped
Total implemented ideas, plus this month's count
Status
"Active" when integrations are connected, otherwise "Setup Required"
Onboarding Checklist
New users see a checklist guiding them through the essential setup steps:
- 1.Connect a source (Discord, Slack, or Teams)
- 2.Connect a destination (GitHub, Linear, or Jira)
- 3.Capture your first idea
- 4.Push an idea to your backlog
The checklist disappears once you've completed all steps.
Smart Tips
Contextual tips appear based on your usage patterns, helping you discover features and best practices. Tips can be dismissed once you've seen them.
Stale Ideas Alert
If you have ideas waiting 30+ days without action, a prominent alert appears. Click it to review stale ideas and keep your backlog healthy.
Integrations
Chat & Communication
Connect your team communication tools to capture ideas from conversations:
- ●Discord — Capture from messages and reactions
- ●Slack — Capture from channels with emoji reactions
- ●Microsoft Teams — Capture from team channels
Project Management
Connect your issue tracker to push approved ideas as tickets:
CRM & Support
Sync customer data and capture feedback from support tickets:
Developer Tools
Capture ideas directly from your development workflow:
- ●VS Code Extension — Capture from your editor
- ●Chrome Extension — Capture from any webpage
- ●Zapier — Connect 5,000+ apps via API
Ideas Management
The sidebar's Ideas section helps you manage your feedback pipeline:
Inbox
Pending ideas awaiting your review and action
Shipped
Ideas that have been implemented and closed
Rejected
Ideas you've decided not to pursue
Stale
Ideas waiting 30+ days without action
Intelligence
Gain deeper understanding of your feedback with AI-powered analytics and insights:
Signals
AI-powered signal scoring for prioritization
Patterns
AI-grouped clusters of similar feedback
Trends
Trending topics and emerging themes
Customers
Feedback organized by customer or company
Analytics
Metrics on idea volume, sources, and outcomes
Decision Map
Cross-team view of product decisions grouped by product or owner
Reports
Generate and export periodic feedback reports
Catch-Up
AI-generated briefings on what you missed
Content
Share progress and decisions with your team and customers:
Roadmap
Public roadmap for sharing with users
Changelog
Announce shipped features to customers
Timeline
Chronological view of all captured ideas
Knowledge Base
Curated knowledge base of product decisions
Decay
Monitor decision decay and aging ideas
Views
Purpose-built views for each stage of your product decision workflow:
Decide
Focused view for making decisions on pending ideas
Track
Monitor approved ideas through implementation
Measure
Evaluate outcomes of shipped features
Configure
Set up integrations, manage your team, and configure workspace settings:
Integrations
Connect chat platforms, issue trackers, and CRMs
Import
Bulk import ideas from CSV, spreadsheets, or other tools
Extension
Browser extension for capturing ideas from any webpage
Settings
Workspace settings, AI config, tags, products, and more
Team
Manage team members, invitations, and roles
Billing
View your plan, manage subscriptions, access invoices
Audit Logs
Review audit trail of actions in your workspace
Support
Get help, submit tickets, and access documentation
Navigation Tips
Search
Use the search feature at the top of the sidebar to quickly find ideas by title, content, or submitter. Search works across all idea states.
Dark Mode
Toggle between light and dark themes using the button at the bottom of the sidebar. Your preference is saved automatically.
Mobile View
On mobile devices, the sidebar collapses into a hamburger menu. Tap the menu icon to access navigation, and tap anywhere outside to close it.
Need Help?
Having trouble with the dashboard?