Overview
Learn how to navigate the Canny Ideas' onboarding, which is now live!
How to join
To join Canny's Ideas, you need to be:
On a paid plan
For Business plan accounts, please contact your account manager or support@canny.io to enable Ideas
A Canny account owner
Owners on a Pro plan that signed up prior to May 19, 2026 can join Ideas by either:
Clicking on "Learn more" on the alert bar at the top of your Canny admin
Through your profile menu: Click on your profile menu > Join Ideas
All accounts that signed up after May 19, 2026 will have Ideas enabled automatically.
đ Onboarding Dashboard
Step 1: Set up at least 3 groups
Groups and sub-groups are key to organizing ideas. Groups work like folders and help you organize your feedback into broad product areas or themes.
A strong group set-up is one of the main drivers to making the best use of Ideas. If you'd like to learn more about how to set up your groups, check out this article
We recommend at least 3 groups to represent your hierarchy in Canny. A thorough group structure will result in more organized feedback. If you only have one group, everything will fall into that group.
We recommend making a group for every product area at your company.
The better your group names and descriptions are, the more accurately Canny will be able to auto-group your ideas. Future feedback created in Canny will be sorted into these groups to help you stay organized.
In order to run auto-grouping you must have 3 groups set up!
Step 2: Run auto-grouping
After joining Ideas, you will see that all your posts now have corresponding ideas created. These ideas can be found on your Ideas dashboard. Going forward, the idea is the place to store all the internal details of the feedback that your team needs. Learn more about the difference between post and ideas here.
Once your groups are created, auto-grouping can help you organize all your existing feedback. Auto-grouping will take context from each idea and based on your group name/description assign it to the best-fitting group. If there's no group is identified, the idea will stay ungrouped.
Auto-grouping runs on all ideas that don't currently belong to a group. If you have already moved around ideas based on where you think they fit, auto-grouping will not move these ideas around.
To trigger auto-grouping either click on "Learn more" within the "Save hours of manual triage" notification, or click on the Auto-Grouping icon which is left of the New Idea icon (+) - see image above.
After you trigger auto-grouping, the icon will be an orange spinning dial. This is the processing state while auto-grouping is running (this does not happen instantly and depends on how many ideas you already have). Once it is done, youâll see your ideas assigned to groups in your Ideas tab.
Going forward, new ideas created via Autopilot or the feedback portal will go through auto-grouping.
Permissions: Only account Owners can run auto-grouping.
Step 3: Create your first 3 ideas
Click "+New Idea" or use the plus button in the Title column. It will appear when you hover over that cell. Start typing your Idea title.
You can learn more about all the information you can add to an idea in this article.
Step 4: Sync user data
The more data you have about customers, the more valuable your ideas will be. There are several ways to sync user data into Canny:
HubSpot and Salesforce. Please note this is a Business plan only feature.