> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://publer.com/help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# What are Publer ideas?

### DesktopStart

# What are Ideas?

Ideas are unfinished posts or content drafts that are not linked to any specific social account yet. You can use them to capture inspiration, write drafts, collaborate with your team, and turn them into real posts when you’re ready.

In Publer, there are **three ways to manage/create Ideas**:

1. From the **Home dashboard** (quick capture and preview)
2. From the **Ideas tab** (Kanban board & List view)
3. Additionally, you can also create Ideas directly from the **Composer** when no social accounts are selected.

They are all synced, so anything you create in one place will appear in the other. 

|| Learn more about creating posts from Ideas [here](https://publer.com/help/en/article/how-to-create-posts-from-ideas-qfbwge/).

# Option 1: Manage Ideas from the Home dashboard

The **Home** page shows a preview of your Ideas, so you can quickly create and access ideas without leaving your dashboard.

### To create an idea from the Home tab:

* Go to the **Home** tab and find the **Ideas** section.
* Hover over a column and click the **+** sign.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-31-at-11321_1rfr7gk.png)

* The **Create modal** will open. Here you can add a title (optional), write notes, lists, or add headings.
* You can also attach images, videos, or links with previews for better context.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-31-at-10385_b56cia.png)

* Choose the visibility of the idea:** Private** (only you) or** Public** (workspace, based on permissions)
* You can also assign a teammate or add labels, to organize ideas for easier tracking.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-31-at-10385_nxmlsn.png)

* Click **Save** and the idea will appear on both the **Home** tab and the **Ideas** tab.
* On the **Home** tab, you can click **View all ideas** to open the full board.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-31-at-10375_15ty3iy.png)

You can also save ideas [directly from the composer](https://publer.com/help/en/article/how-to-create-posts-from-ideas-qfbwge/) (with no social accounts selected) or the [Browser Extension](https://publer.com/help/en/article/what-is-publers-browser-extension-bmq7yr/), including in bulk, making it quicker to st ideas during your daily workflow.

---

# Option 2: Manage Ideas from the Ideas tab (Kanban board & List view)

The **Ideas** tab is the main place to plan, organize, and collaborate on content ideas. It supports both a Kanban-style board and a List view, so you can switch between a visual workflow and a faster overview when managing many ideas.

By default, the columns are:

1. To Do  
2. In Progress  
3. In Review  
4. Done  

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-26-at-19351_1bicit4.png)

### Filters, search, and organization

* You can rename, reorder, add, or delete columns anytime using the three dots menu to match your workflow.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-30-at-18280_125unan.png)
* Columns can also be reordered by dragging them on **Board/List view** to fit your planning process.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-15595_1qa7se6.png)

* You can use the **Search bar** to quickly find ideas by keyword.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13053_1adxbbm.png)

* You can filter ideas by labels once they are assigned.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-03-02-at-15228_1e1um97.png)

* Choose the **Privacy** (Public or Private):

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13045_a7pe1s.png)

* Filter by assigned **Members**:

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13050_1b66jpa.png)

* You can also click **Reset** to clear all filters and return to the default view.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-14073_1xi9k1e.png)

* Switch between **Board View** and **List View** from the top right menu to change how your ideas are displayed.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-15595_zvg2if.png)

* **Board View** is ideal for visual planning using columns.
* **List View** gives you a cleaner, more compact overview, especially useful when managing many ideas.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-16002_68k7ti.png)

### Managing multiple ideas in Bulk

* Ideas can be created in bulk from the **Create composer**.
* Open the Create composer and start typing without selecting any social accounts. You can use a [CSV](http://publer.com/help/en/article/what-csv-template-should-i-use-18qhxcq/) or any of the other methods to create ideas [in bulk](https://publer.com/help/en/article/how-to-schedule-in-bulk-16hbbj4/).
* Save the ideas.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-03-04-at-11551_1ml5qjc.png)

* Additionally you can use bulk actions to **label**, **reuse**, **move**, or **delete** multiple ideas at once, which is especially useful when managing large backlogs.
* You can select multiple ideas using the checkboxes on each card.
* Once selected, a bulk action bar will appear at the bottom.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-03-03-at-12030_4zqfn.png)
* From there, you can move ideas to another column

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13012_1gnq2cm.png)

* Assign a member

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13013_s6i5gi.png)

* Change the **privacy** (Public/Private)

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-14321_yuw6ei.png)

* Add labels

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13020_17mgmh4.png)

* You can use ideas in **bulk**. They will open directly in the Create composer.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13011_fljw21.png)

* You can also **delete** ideas in bulk.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13014_bpgimj.png)
---

### 1. Create and develop ideas

* Click **Add new idea** in any column (usually To Do).
* Add your title (optional) content, attachments, labels, or assignments, then click **Save Idea**. You can also make the idea private or public, assign a member to it or add labels.
* Titles are optional, so you can quickly save ideas even without naming them first.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-29-at-13183_2yr5h4.png)

* Drag the idea to **In Progress** when you’re ready to start writing.
* Inside the idea, you can format text with **bold**, *italic*, lists, and headings, and add media or links.
* You can also assign members, change privacy, and manage labels directly from the idea card.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-30-at-13092_5okg6k.png)

|| Note: Some formatting, such as headings, may be simplified and appear as bold text when moved to the Create composer due to platform limitations.

### 2. Review and collaborate

* Move the idea to **In Review** when it’s ready for feedback.
* Teammates can read the draft, leave comments, and suggest changes directly inside the idea.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13141_1qvxp3i.png)

* Assigned members will receive in-app notifications and emails based on their notification settings. Learn more about internal notes [here](https://publer.com/help/en/article/how-to-add-internal-notes-to-a-post-awftx6/). 

### 3. Turn ideas into posts

* Once finalized, move the idea to **Done**.
* Open the idea and choose:

1. **Use idea** to open the composer with the content pre-filled
2. **Enhance with AI** to generate or refine the post using Publer AI and Brand Voice

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2026-02-27-at-13010_1iabnuk.png)

* Click **Insert**, select the social accounts, and schedule the post as usual.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/screenshot-2025-12-29-at-20371_1sommqq.png)

---

# Notes and limitations:

* Ideas can be created from the Composer (with no social accounts selected), the Home tab, or the Ideas tab.
* Ideas are not linked to any social account until you turn them into a post in the composer, so they will not appear on the Calendar until they are scheduled.
* You can search, filter (including labels), and manage ideas in bulk to handle large amounts of content faster.
* Titles are optional when creating ideas.
* Columns and workflows are fully customizable, including reordering columns and switching between Board and List view, so you can adjust the board to match your own planning process.

Learn more about creating posts from Ideas [here](https://publer.com/help/en/article/how-to-create-posts-from-ideas-qfbwge/).

### DesktopEnd
### MobileStart

The **Ideas** tab in Publer helps you turn ideas into real posts without ever leaving Publer. You can save ideas, work on drafts, gather feedback, and create posts with AI, all in one place.

On the mobile app:

* You can **view Ideas from the Home page** (preview only)

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4978-1_1rv8o6l.png)

* You can fully **create, edit, and manage Ideas from the Ideas tab**
* You can also create Ideas from the **Composer** when no social accounts are selected

Ideas are not linked to any social account until you use them in the composer, so they will not appear on the Calendar until they are scheduled.

# Manage ideas from the Ideas tab

The **Ideas** tab works like a simple Kanban board, letting you organize ideas and move them across columns as they progress. You can also switch to **List view** for a faster overview when managing many ideas.

* Go to the **Ideas** tab.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4965-1-copy_1m2obfn.png)

* You’ll see a board that shows the progress of each idea. By default, the columns are:

1. To do  
2. In progress  
3. In review  
4. Done  

* You can rename columns, reorder them, or add new ones by clicking on the **View customization **button. 

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4965-1_13n5xdy.png)

* Switch between **Board View** and **List View **at the top to change how your ideas are displayed.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4974-1_2bygqs.png)

* **Board View** is ideal for visual planning using columns.
* **List View** gives you a cleaner, more compact overview, especially useful when managing many ideas.


![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4975-1_1a8btzl.png)

* Columns and workflows are fully customizable to match your planning process.

### Filters, search, and organization

* You can use the **Search** bar to quickly find ideas by keyword.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4976-1_16kfld7.png)

* You can filter ideas by members and rivacy (Public or Private), on the 3 lines icon at the top right corner:

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4975-1_y9f482.png)

* You can also filter by Labels. You can do this by clicking on one or more labels.
* You can **reset** them anytime by clicking the "reset" icon. 


![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4959-1_6of317.png)

To manage ideas in bulk, you need to access the web version.

### To create an idea:

1. In the **To do** column:
* Tap **Add new** at the top of the screen.
* Choose **Idea** and a **modal** will open.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4961-1_1gte8g4.png)

* Add a** title **(optional), notes, drafts, images, videos, or links.
* Titles are optional, so you can quickly save ideas without naming them first.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/simulatorscreenshot6b1327c3-f9_ajqs5g.png)

* You can also assign the idea to a member, choose **privacy **(Private or Public), and add labels for easier organization.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4963-1_v28xz.png)

* You can also create ideas directly from the **Composer** by leaving social accounts unselected, which saves the content as an Idea instead of a scheduled post.

2. When you’re ready to work on the content, drag the idea to **In progress**.

* Inside the idea, you can write using a simple editor.
* You can format text with **bold**, *italic*, lists, and headings.
* You can also attach media and links and click on **Save** once it's ready. 

|| Keep in mind that headings are not carried over to the Create modal and will appear as bold text instead.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4962-1_e93vdw.png)


3. Move the idea to **In review** when it’s ready for feedback.

* Here, teammates can read the draft, leave comments/notes and suggest changes  

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img3390_1tbccr7.jpg)

* Assigned members will receive in-app notifications and emails based on their notification settings. Learn more about internal notes [here](https://publer.com/help/en/article/how-to-add-internal-notes-to-a-post-awftx6/). 

4. Once the idea is finalized, move it to **Done** and use it to create a post.

* Tap the idea to open the post modal.
* Tap the three dots and choose **Use** or **Enhance with AI**.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4967-1_1nfn6x6.png)

* If you choose **Use**, the Create modal opens so you can edit and schedule the post.
* If you choose **Enhance with AI**, Publer AI will generate or refine the post using your draft and Brand Voice.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/e/f/b/eefbebed3e091800/img4971-1_q27xrg.png)

* Tap **Insert**, select the social accounts, and **schedule** the post as usual.

---

# Notes and limitations:

* Ideas can be created from the Composer (with no social accounts selected), the Home preview, or the Ideas tab.
* Ideas are not linked to any social account until you turn them into a post in the composer, so they will not appear on the Calendar until they are scheduled.
* You can search, filter (including labels), and manage ideas in bulk to handle large amounts of content faster.
* Titles are optional when creating ideas.
* You can quickly preview Ideas from the **Home page** on the mobile app, but full management (creating, editing, organizing, filtering, and moving ideas across columns) is done inside the Ideas tab.
* Columns and workflows are fully customizable, including reordering columns and switching between Board and List view.

Learn more about creating posts from Ideas [here](https://publer.com/help/en/article/how-to-create-posts-from-ideas-qfbwge/).

### MobileEnd

---


*Written by: [Brikena Cani](https://publer.com/about/brikenacani)