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Check for similar items

How do I quickly check for similar ideas when creating a Project or Improvement?

While creating a new item in the web application:

  • Enter the title of your Project or Improvement, then click outside of that field.

  • If there are any similar items, a blue badge will appear next to the magnifying glass alongside the title’s field like this: . The number displayed on that badge correlates to the number of similar items.



  • Hover over that icon to see a list of the titles of those similar items or click that icon to open a more detailed list of items.

    This list includes the colored status bar, the Project and Improvement icons, the items’ titles and ID numbers, and the item’s similarity score - a higher score means that the item is more similar to the title you entered than the others on this list. You can click on any of those items to access the Project or Improvement itself.

 

How do I quickly check for similar ideas when working with an existing item?

Open the item with which you want to work, then click 2018-04-27_1541.png to the right of the status indicator.

Similar_items.jpg

 

NOTE: Unlike the icon you see when creating a new item, this icon will not have a badge previewing how many similar items there are. Nor does it preview the similar items when hovered over.

As detailed above, a list of all similar items will open.

 

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