Associate a feedback or product idea with a planning item

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Link a feedback or product idea record with a planning item. By doing this association, you can address customer concerns promptly in a central location and ensure that every input is considered when making decisions.

    Before you begin

    Role required: pf_user or apw_user

    About this task

    You can associate a feedback or product idea record with only one planning item at a time. You can link a feedback or product idea record with either a demand, epic, or project.
    Note:
    When a feedback or product idea record is associated with a planning item (project, demand, or epic), the record appears on the Planning items tab on the feedback or product idea record.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace.
    2. Select Feedback.
    3. Select Feedback and then Create feedback.
    4. Once the feedback is created, from the link product idea list, select the planning item to associate with the feedback.
      This image displays feedback list from where you can select the items.

      From the planning item list, select one or multiple records that you want to associate. You can follow similar steps for the product idea.

    5. Select Confirm.
      You can view associated Planning items from Planning items tab. Demands that are in the completed state cannot be associated with a product idea or feedback.