Setting up your first feedback board

Overview

A feedback board allows your users to submit feature requests, vote on existing ideas, and help shape your product roadmap. Setting up your first board is quick and straightforward.

Prerequisites

• A project created in your organization

• Admin or owner permissions

Step 1: Create Your Project

1. Navigate to your dashboard and select your organization

2. Click Projects in the sidebar

3. Click Create Project

4. Enter your project details:

   • Name: A descriptive name for your project (e.g., "Mobile App")

   • Slug: URL-friendly identifier (e.g., "mobile-app")

   • Description: Brief explanation of what this project represents

5. Click Create

Step 2: Configure Basic Settings

After creating your project, you can configure widget settings:

• Position: Choose where the feedback widget appears (bottom-left, bottom-right, etc.)

• Primary color: Match your brand colors

• Button text: Customize the feedback button label (default: "Feedback")

• Placeholder text: Set the prompt for users (e.g., "What feature would you like?")

• Success message: Customize the confirmation text after submission

Step 3: Set Up Categories

Categories help organize feedback and make it easier to navigate:

1. Go to your project's Categories section

2. Click Create Category

3. Fill in the category details:

   • Name: Category title (e.g., "Feature Request", "Bug Report", "Integration")

   • Slug: URL-friendly identifier

   • Color: Assign a visual color for easy identification

   • Icon: Choose an icon to represent the category

   • Description: Optional explanation of what belongs in this category

Step 4: Test Your Board

1. Visit the public portal URL for your project

2. Try submitting a test wish/feature request

3. Verify it appears in your admin dashboard

4. Test voting functionality

Understanding Wish Statuses

Wishes move through different statuses as they progress:

• Pending: New submission awaiting review

• Under Review: Team is evaluating the request

• Planned: Feature approved for future implementation

• In Progress: Currently being developed

• Completed: Feature has been released

• Declined: Request will not be implemented

Next Steps

Once your board is set up, you can:

• Customize voting and categories

• Embed feedback widgets

• Manage and triage feedback