Configure idea categories for transferring request as Idea

---
title: Configure idea categories for transferring request as Idea
description: Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/innovation-management/direct-transfer-req-idea.html
release: australia
product: Innovation Management
classification: innovation-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring Innovation Management, Innovation Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Configure idea categories for transferring request as Idea

Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea.

## Before you begin

Role required: admin

## About this task

When an idea is created in the Idea Portal, it must be associated with at least one or multiple categories. Create mapping between your department-specific primary ticket and idea category to be used when a service ticket is transferred as an idea to another department.

## Procedure

1.  Navigate to **All** > **Universal Request** > **Administration** > **Direct Transfer Configuration**.

2.  Follow the steps as described in [Direct transfer mapping](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/employee-service-management/ur-transfer-map-config.md).

3.  Select **Submit**.


**Parent Topic:**[Configuring Innovation Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/innovation-management/configuring-innovation-management.md)