Learn the essentials of managing and interacting with your feedback.
Merging Feedback
You can merge multiple feedback into one. It's a simple way to clean up your feedback and get a clearer picture of what your users really care about. Plus, all the related feedback is tucked under one main item.
How to Merge Feedback
Open the Feedback page
Use the checkboxes in the feedback list to select two or more feedback items.
Click on the "Merge" button that appears in the "Bulk Edit" menu down below.
Select the preferred primary feedback item using the prompt.
Click "Merge" and the selected feedback items will now be merged.
How to Unmerge Child Feedback
Open the child feedback that needs to be unmerged.
Open the details panel located on the right-hand side of the open Child Feedback.
Select the "Unmerge" option.
The child feedback item will now be unmerged from the primary feedback item.
💡 Merging feedback items combines the status, assignee, type, and vote count of the Primary feedback item, resulting in a more accurate representation of an idea or issue's overall popularity.
Following Feedback
You'll often receive feedback in your Userback account that needs to be worked on by multiple people in your team. So it's important that you can keep up with the progress of feedback you may not be directly working on. This is where following comes in.
How to Follow Feedback
Following means you receive notifications when things happen on a feedback. For example, you'll be notified when someone comments on, reassigns, changes the status or workflow.
Select follow from the drop-down menu available on each feedback to follow an issue.
Followed issues can be identified by a small icon
visible on the bottom right of the card.
Finding and filtering followed feedback
Finding feedback that you are following is easy and will allow you to filter out all of the feedback that you are following. Once followed feedback has been filtered, you can easily order this feedback by date updated or date created for easier scanning.
To filter followed feedback:
Select the more drop-down from the filter bar
Click + Add filter
Add 'Following' and change the selector to 'Yes'
Feedback you are following will now be displayed in your current view.
Feedback Due Dates
Keep your team on track by adding due dates to your feedback, ensuring faster bug resolution. Setting a due date also triggers inbox and email notifications as your deadline approaches or passes. You can even automate due dates in your project’s automation settings. Learn more here.
About Feedback Due Dates
By default, feedback items do not have a due date unless you have automated due dates enabled in your project settings.
To manually set a due date, go to the feedback, in the 'due date' drop-down, you can choose from the following options:
Tomorrow
One week from the current date
A custom date of your choice
Once a due date is set, the assigned team member will receive the following reminders:
Two days before the deadline: Inbox and email notifications
If overdue: Inbox and email notifications
You can also update due dates for multiple feedback items in bulk to save time.
Searching and Filtering Feedback
The search tool is a great way to easily find the feedback you're looking for, especially when you have lots of feedback in your account. You can narrow down your feedback using multiple filters, making it easy to manage and act on feedback effectively.
Keyword Search:
Type
Status: Any combination of workflows you have configured and whether or not you wish to include merged feedback on the board.
Assignee
Priority
Category
Segment: Any identified User Segments.
User Property: If using a User Database, you can filter from User ID, Name, Email, or Custom Properties.
Rating
Reporter
Source
Page URL
Portal Visibility: If Feedback Portal is Active
Vote Count: If Feedback Portal is Active
Following
Only available on Board View:
Sort by: Date Created (Oldest / newest first) or Date Updated (Oldest / newest first)
Group by: Status, Priority, or Assignee
💡Tip: User property filters in Userback let you find feedback based on specific criteria, such as:
Open feedback from high-value customers.
Feedback from customers with a 'Basic' plan.
Using Feedback Categories
You can also add and remove categories to the feedback already captured from the Feedback Viewer or Feedback Sidebar. Learn more about Categories here.
Within the Feedback viewer or Feedback Sidebar, go to the 'Overview Tab'
In the "Category" section, you can add or remove categories by selecting them from the drop-down list.
Frequently Asked Question
Q: Can I merge feedback items with different types, assignees, statuses, or priorities?
A: Yes, you can. The merged item will take on the status and priority of the primary item. This helps to simplify the management of related feedback and provides a more accurate representation of the overall popularity of an idea or issue.
Q: Can I merge two primary feedback items that have their own linked child feedback?
A: Yes, merging two primary feedback items at once will allow you to confirm which should now be the primary item. The old primary and child issues will all be linked under the new primary, providing complete visibility over related feedback in a simplified view.
Q: Are comments merged or shared between merged feedback?
A: No, comments will remain in their respective feedback items and will need to be managed separately from the primary feedback item. However, the status, assignee, and type are synced, allowing you to easily manage and prioritize feedback.