> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ideas

> The ranked Ideas feed: status and ownership, evidence roll-ups, summaries, trends, entities, and saved views.

## Ideas

The Ideas feed is a ranked list of what’s worth acting on, most important first.

### Status, priority, assignee

Each idea moves through a lifecycle: **Surfaced → Assigned → In progress → Resolved**. Set a priority manually, and assign an idea to a teammate so ownership is clear.

### Roll-up breakdown

Every idea shows a roll-up of the evidence behind it: number of data points, sources, contacts, and total ARR represented.

This rollup is managed through your contact identifiers, which can be accessed in Dovetail by going to `Settings` **→** `Contact Settings `**→** `Contact Identifiers `**→** `Configure`**.**

<img src="https://mintcdn.com/dovetail-e5aa4160/unYFheYSqqMiF7S3/images/HelpDoc-RollUp-1.png?fit=max&auto=format&n=unYFheYSqqMiF7S3&q=85&s=e786d0f9d664451fa2803d6b14183766" alt="An idea’s roll-up of data points, sources, contacts, and total ARR" width="1456" height="968" data-path="images/HelpDoc-RollUp-1.png" />

### Idea summary and recommendations

Each idea comes with a summary explaining what’s driving it and why it matters, written in plain language from the evidence behind it. Below the summary, Channels suggests a short list of concrete recommendations, specific changes or approaches worth considering to address the idea.

Both the summary and recommendations update automatically as new evidence comes in, or as you change the date range or filters applied to the channel, so what you’re reading always reflects the current state of the underlying data.

### Comments

Use @mentions to bring in a teammate, or to reference other objects in your workspace, such as a Project, a Doc, or another Channel, so people can jump straight to the relevant context without leaving the conversation.

### Over-time trending visualization

Each idea includes a trend over time graph, showing how signal volume has changed. A rising sparkline means the issue is becoming more prominent; a flat or declining one suggests it’s stabilizing. Ideas with no recent activity are marked **Dormant**.

Open the full over-time chart on an idea to see demand across your selected date range, useful for spotting whether something is seasonal, tied to a release, or steadily growing.

<img src="https://mintcdn.com/dovetail-e5aa4160/unYFheYSqqMiF7S3/images/HelpDoc-Visualisation-1.png?fit=max&auto=format&n=unYFheYSqqMiF7S3&q=85&s=dbfa3ad795f0efa65a759543f7bf92ad" alt="An idea’s over-time chart showing how signal volume has changed" width="1456" height="968" data-path="images/HelpDoc-Visualisation-1.png" />

### Entities and tags

Entity tags on each idea card show the topics, features, and product areas extracted automatically from the underlying evidence. Filter the whole feed by an entity to see only ideas related to that topic.

### Rename, merge, and archive

You’re always in control of how ideas are organized:

* `Rename` an idea’s headline in your own words.
* `Merge` overlapping ideas into a single, clearer one.
* `Archive` an idea that’s no longer relevant.

<img src="https://mintcdn.com/dovetail-e5aa4160/unYFheYSqqMiF7S3/images/HelpDoc-Archive.png?fit=max&auto=format&n=unYFheYSqqMiF7S3&q=85&s=ae9e0a44b354005607e99e0a9eec88ce" alt="The rename, merge, and archive options on an idea" width="1456" height="968" data-path="images/HelpDoc-Archive.png" />

### Closing the loop

When you move an idea to **Resolved**, use the `Notify customers` action to draft and send a personalized update to the contacts whose feedback contributed to it. Dovetail generates the complete CSV list of contacts that have associated with that idea. You can use chat to review the message, make any edits, and send it from your own email client.

<img src="https://mintcdn.com/dovetail-e5aa4160/unYFheYSqqMiF7S3/images/HelpDoc-CloseTheLoop.png?fit=max&auto=format&n=unYFheYSqqMiF7S3&q=85&s=5b10fa27f5e1aa8d50592501c9e22b38" alt="Drafting a Notify customers update for a resolved idea" width="1456" height="968" data-path="images/HelpDoc-CloseTheLoop.png" />

***

## Sort, filter and save views

### Sort and filter

Use `Sort by` to order the feed by activity, priority, severity, sentiment, data points, and more, including custom rollups like plan or industry.

Use `More` to filter by fields such as entity, intent, ARR, contacts, owner, and archived status. Filters stack, so you can combine, for example, Entity and Intent to narrow to a precise slice of feedback.

<img src="https://mintcdn.com/dovetail-e5aa4160/EvQsoLVs0ZEJaW5D/images/HelpDoc-Filters.png?fit=max&auto=format&n=EvQsoLVs0ZEJaW5D&q=85&s=5fd2d648aba7b67a708c452f01ce9f84" alt="Stacked filters narrowing the Ideas feed by entity and intent" width="1456" height="968" data-path="images/HelpDoc-Filters.png" />

### Saving views

Save a specific combination of filters and sort order as a view, so your team can return to the same slice of feedback without rebuilding it each time. This is a shared way for different squads or product areas to work from the same feed. For example, segmenting and saving views based on product area, industry, region, revenue, etc.

<img src="https://mintcdn.com/dovetail-e5aa4160/unYFheYSqqMiF7S3/images/HelpDoc-SavedViews-1.png?fit=max&auto=format&n=unYFheYSqqMiF7S3&q=85&s=3600382f7ebc3445f8889ec691870b22" alt="Saving a combination of filters and sort order as a shared view" width="1456" height="968" data-path="images/HelpDoc-SavedViews-1.png" />

***
