The Idea Triage Board is where counsel reviews, evaluates, and acts on ideas extracted from Inventor Interviews. It provides a structured workflow for moving ideas from raw interview output to formal invention disclosures.
📷 The Idea Triage Board showing the Pending/Approved/Rejected summary tabs, filter controls, and the ideas table
Key Capabilities
Status-based views -- Switch between Pending, Approved, and Rejected tabs to focus on ideas that need attention.
Filtering -- Filter ideas by status, campaign, or inventor to narrow the list.
Bulk actions -- Select multiple ideas and convert, reject, or merge them in a single operation.
Duplicate detection -- ArcPrime flags potential duplicate ideas and suggests merge candidates.
Detail view -- Click any idea to see its full description, inventor information, transcript excerpt, and attached documents.
How It Works
After each Inventor Interview, ArcPrime extracts structured ideas and places them on the Triage Board with a status of Pending (counsel review). Each idea includes a title, description, technical problem, proposed solution, differentiation, and associated inventors.
Counsel reviews pending ideas and takes one of three actions: convert the idea to a formal disclosure, reject it with a reason, or request more information from the inventor. Ideas flagged as potential duplicates display a warning badge. You can merge duplicates into a single consolidated idea before converting.
The summary tabs at the top show counts for Pending, Approved (converted), and Rejected ideas so you can track your triage progress.
📷 An idea row expanded showing the title, description, campaign name, inventor badges, and action buttons
Common Use Cases
Use Case | How ArcPrime Helps |
Daily triage of new ideas | Filter by Pending status to see all ideas awaiting review |
Deduplicating submissions | Use merge to combine similar ideas from different inventors |
Filtering by campaign | Select a specific campaign to review only its ideas |
Converting promising ideas | Convert directly to a disclosure with pre-filled fields |
Getting Started
To begin triaging ideas, open Disclosures > Idea Triage Board from the sidebar. For step-by-step instructions, see How to Triage Ideas.
Related Articles
How to Triage Ideas -- Approve, reject, or request info on ideas
How to Merge Duplicate Ideas -- Combine similar ideas
How to Convert Ideas to Disclosures -- Move ideas into the disclosure workflow
Inventor Interviews Overview -- How ideas arrive on the Triage Board