Create feedback filters in Strategic Planning

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create and organize feedback using feedback filters and reduce the need to manually apply filters each time to find specific feedback.

    Antes de Iniciar

    Role required: pf_user

    Por Que e Quando Desempenhar Esta Tarefa

    Project managers can retain the feedback filters, share them with team members or groups, and collaborate on specific feedback filters.

    Procedimento

    1. Navigate to Workspaces > Strategic Planning Workspace.
    2. Select Feedback and then select New filter to create a new filter.
      Animated tour of the feedback filters in Feedback application.
    3. On the form, fill in the Feedback filter name.
      You can choose the filters or set up new filter condition if needed.
    4. Select Confirm.

      You can track your feedback filter, review statistics, and sentiments. You can also create new feedback directly from the filter page which is specific to this feedback filter.

      Sort, pin, share, update, or delete the feedback filter card directly from feedback homepage. When sharing the feedback filter card, you can provide access to specific users or groups. You can also see who has access to the feedback filter card.

    O que Fazer Depois