Using the Moderator Dashboard

The Moderator dashboard makes it easy to see ideas that need attention. Moderators will only see ideas in challenges they are a moderator for, making it even quicker to:

Approve ideas pending moderation
Advance ideas through funnel phases
Approve ideas in milestone challenges
Apply status labels
Comment and vote on ideas
Review reported ideas

If you'd like more information about the moderator role, see The Moderator role.

Finding the dashboard

To go to the dashboard, click the Moderate Ideas icon in the top right corner of the page:

Moderate Idea icon is a clipboard with a checkmark on it

Filtering Ideas

Ideas can be filtered using a number of different options allowing moderators to see ideas that need specific actions. The filters allow you to refine your search by:

Status
Date
Challenges
Themes
Status Labels

Ideas filter options

Note: Once you start to apply filters to your search, you'll see an 'X' appear to the right of the filters which can be clicked to reset your search filters to default.

Searching for ideas

To search for a specific idea, use the search function at the top right of the filter menu. You can search for an idea using keywords from the title or description.

Filter by Status

To help refine each search, the Status tab (which displays All actionable ideas as default)allows you to filter ideas into the following categories:


Tab	Description
All actionable ideas	This is the default display which shows all ideas which need moderator attention. This includes the following options, which can also be selected individually: Pending: Shows pending ideas waiting to be approved. Ideas will only be visible under this status if the 'Add all new ideas to the 'pending' moderation queue' is turned on. Reported ideas: Ideas that have been reported by a user (this includes admins and moderators). Review to advance: Displays ideas in a funnel challenge that are ready to be reviewed to advance to the next phase. Review to approve: Displays ideas in a milestone challenge that are in are awaiting approval
Unread ideas	Ideas that you have never visited the idea page for. Loading the idea page from anywhere in the community counts as reading the idea.
Edited by author	Ideas that have been changed in some way. This includes making general changes to content/images as we as editing ideas to answer refinement questions in milestone challenges.
No votes	Displays ideas that have not yet received any votes
No comments	Displays ideas that have not yet received any comments
No status label	Displays ideas that have not yet received a Status label
Removed	Ideas that have been removed from a challenge by any moderator in the community.
All ideas	All ideas in the community

Filtering by Date

If you'd like to view ideas from a specific time period, you can filter ideas into the following time frames:

All days
Within 7 days
Within 30 days
Today
Yesterday
This week
Last week
This month
Last month
This year
Last year

Filtering by Challenge

This will present all challenges in the community where users have moderator permissions. To filter by challenge simply tick the checkbox next to the challenge title you would like to view:

Challenges filter options: All, list of challenges, and Clear all button

You can select as many filters as you need and reset your selected by clicking Clear All.

Filtering by Theme

If themes are being used in your community, you can refine your selection to view any ideas that have a theme applied to them. You can select multiple themes by selecting the checkbox next to each theme you would like to view :

Themes filter options: All, list of themes, and Clear all button

Themes will appear on the idea in the bottom right corner of the idea listing image:

Filtering by Status Labels

If your community uses status labels, these will appear in the Status Label drop-down list. You can select as many filters you'd like to see:

Status filter options: All, list of statuses, and Clear all button

Viewing ideas in the Moderator Dashboard

You can sort the ideas in many ways such as by when they were posted, how many votes or comments they have or the amount of votes that they have. If you click on the drop-down box next to SORT BY you will see all options by which you can sort ideas currently shown on the dashboard.

Sort by options

Unread ideas

When viewing ideas in the dashboard, moderators will be able to instantly spot 'unread ideas' which will be highlighted with a grey box around them:

2 (of 5) ideas, sorted by Most Recent, one has a black border and the other has a grey border

Note: Unread ideas are ideas that you have never opened; Opening the idea from anywhere in the community counts as reading the idea.

Idea Stats

Easy to read statistics show moderators idea stats, allowing them to see idea engagement:

Idea tile with Statistics icons at the bottom of the tile

The stats are represented as icons with the following meanings:

Thumbs up: How many votes the user has received
Speech bubble: How many comments have been posted on the idea
People icon: How many users have subscribed to the idea
Eye: How many time the idea has been viewed.

Idea Options

So that you can manage ideas, each one has options which can be accessed by the More menu in the top right of the idea:

Idea options appear when you click the More icon

Here you'll find the following options :


Tab	Description
Open	Opens the idea in a new tab.
Comment	Opens the idea on the comments section ready for you to participate in the idea.
Edit	Opens the submission form allowing you to make edits to the idea.
Status Label	Moderators can add a status label (e.g. under review, adopted, or a custom status label) to ideas. The status label is visible to both the idea author and the community. See Managing idea status labels for more information.
Moderation status	Moderators can remove ideas, or stop further comments or votes (or both) from being submitted. You can learn more in Changing the moderation status of an idea.

Quick actions

When displayed in list form, ideas will offer quick actions such as Approve, Edit, Open, which will appear depending on the status of the idea:


Tab	Quick action
Pending / Reported	OpenEditApprove
Review to advance /Review to Approve	OpenAdvancement
Unread / Edited /No votes / No comments	Open
No status labels	OpenStatus labels

Moderating ideas in bulk

If moderators need to action several ideas at the same time, this can be done by hovering over the idea to show the check circle in the top right of the page:

Unselect check mark in upper right corner of an idea

This will reveal the bulk moderation options above the ideas:

Bulk action buttons

From here you will be able to:

Select all
Clear selection
Add a Status Label
Change the Moderation Status

Note: When moderating in bulk, you can't add ideas from different challenge types to your selection; If you select an idea from a Milestone challenge, ideas from other challenge types cannot be selected

Changing the moderation status

Should you need to, you can change the Moderation status of an idea using any of the following options:

Clear: Clears any moderation status already applied to the idea.
Closed: Stops further votes and comments from being added to the idea.
Closed comments: Stops users posting comments.
Removed: Ideas that are removed are no longer visible to users, but can still be seen by admins and moderators

Update moderation status options for 2 ideas selected

You can learn more about changing the Moderation status of an idea in our Changing the moderation status of an idea guide.

Adding a Status label

Once you have selected your chosen ideas, you can add status labels to them. Click Status labels to show the idea status label and then add or remove status labels as you wish.

Idea status panel, Add status labels option (selected), and a list of labels to choose from

To learn how to add and remove status labels, see Applying idea status labels.