How to Use Ideas Manager on the Web Dashboard

You can save notes, images, videos, and URLs with PLANOLY. This is a paid feature available on the Web Dashboard and Mobile App.


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: While you're scrolling TikTok, you can save an idea by clicking "Share" on the video or sound in TikTok, finding PLANOLY, adding a note, and clicking save. Your idea will automatically be added to PLANOLY. 


Please Note: You can now upload directly from Ideas in the Multi-Channel workspace!