How to Use Ideas Manager on the Web Dashboard

Unlock the power of organization with Planoly! Now, you can effortlessly store notes, images, videos, and URLs. This exclusive feature is ready for you on both the Web Dashboard and Mobile App. Dive into seamless planning today!

Please Note: Only paid plans have access to viewing and editing Ideas in Planoly. Personal (free) plan users can view Ideas, but not manage them. 

How to Add Ideas

  1. From your Multi-Channel Workspace, click on the pencil icon on the left and choose Ideas
  2. Select New Idea
  3. Upload an idea with a note, image, video, URL, or folder  
  4. Select the source, then add the title and details
  5. Click Save
  6. You're all set! 

When you create a folder in Ideas Manager, you will see it show up at the top of your screen. 

Planoly Pro Tip: You can now upload directly from Ideas in the Multi-Channel workspace!