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
Insights & Analytics
Gain deeper understanding of your feedback with analytics and visualization tools:
Timeline
Chronological view of all captured ideas
Analytics
Metrics on idea volume, sources, and outcomes
Patterns
AI-grouped clusters of similar feedback
Trends
Trending topics and emerging themes
Customers
Feedback organized by customer or company
Roadmap
Public roadmap for sharing with users
Configuration
Destination Picker
When you have multiple issue trackers connected, the destination picker lets you choose where new ideas are pushed by default. You can override this per-idea when reviewing.
Trigger Emoji
For Discord, you can customize which emoji reaction triggers idea capture. The default is the lightbulb (💡), but you can choose any emoji.
Target Repository / Project
Select the default GitHub repository, Linear team, or Jira project where ideas are pushed. This can be changed at any time.
Account Settings
Team
Manage team members, invite colleagues, and set permissions.
Settings
Configure workspace settings, notification preferences, and connected accounts.
Billing
View your current plan, manage subscriptions, and access invoices.
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?