Shorter Loop Help Center
Home
API ReferencesRelease NotesKnowledge Base
Home
API ReferencesRelease NotesKnowledge Base
Sign In
  1. Feedback Insights
  • Shorter Loop Help Center
  • Gettting Started
    • How to Get Started With Shorter Loop Easily? Shorter Loop User Onboarding Guide
    • How to Clear Cache and Hard Reload Browsers?
  • Capabilites
    • Beyond the Double Diamond: The Ultimate End-to-End Product Management Framework with Shorter Loop
    • Discover
      • How to start with Product Discovery?
      • Feedback Manager: Powerful New Dashboard, Advanced Insights & Seamless Integration
      • Product Vision
        • How do I access the Product Vision Canvas in Shorter Loop?
        • How do I create and manage personas directly from the Product Vision Canvas?
        • What are the key components of an effective Product Vision Canvas?
        • What are Connected Canvases and how do they work in Shorter Loop?
        • How do I unlink target groups from personas, and what are the implications?
        • How does the AI-powered content generation work in the Product Vision Canvas?
        • How do I define the 'Product' section of the Product Vision Canvas?
        • How do I set effective 'Business Objectives' in the Product Vision Canvas?
        • How should I structure my Vision Statement for maximum impact?
        • How do I collaborate effectively with my team using the Product Vision Canvas?
        • How do I measure the success and impact of my Product Vision Canvas?
        • How can I use colors to highlight and organize cards in the Product Vision Canvas?
      • User Persona
        • How do I access and navigate the User Persona Canvas in Shorter Loop?
        • How do I create a new User Persona from scratch?
        • How do I add and customize demographic fields for my persona?
        • What is the recommended sequence for completing persona key elements?
        • How do I create Value Proposition that address my personal needs?
        • How do I upload attachments and research files to generate automated insights?
        • How do I share and export User Personas with my team?
        • How to create strategic opportunities from my User Persona insights?
        • How do I effectively name and organize User Personas?
      • Business Model
        • How do I access and start creating my Business Model Canvas in Shorter Loop?
        • Can I collaborate with my team on the same Business Model Canvas?
        • How does the Business Model Canvas integrate with other Shorter Loop discovery tools?
        • What's the difference between the Canvas, Notes, and Experiments tabs in the Business Model section?
        • How do I use the "+ ADD" buttons effectively to build comprehensive business model sections
        • Can I export or share my Business Model Canvas with investors and stakeholders?
        • How does Shorter Loop's Business Model Canvas help me identify new revenue opportunities?
        • What makes Shorter Loop's Business Model Canvas different from free alternatives like Strategyzer?
        • How do I connect my User Persona Canvas with the Business Model Canvas?
      • Feedback Manager
        • How do I access the Feedback Manager in Shorter Loop?
        • What is Shorter Loop's Ideas & Issues system and how does it organize feedback?
        • What does the main Feedback Manager dashboard show me?
        • How do I turn ideas and issues into actionable work items?
        • How do I disconnect or unlink work items from ideas?
        • What information can I see in the work item quick view?
        • How do I filter and sort ideas and issues?
        • How do I create new ideas and issues?
        • How does voting work in the Feedback Manager?
        • What makes Shorter Loop's connected canvas approach unique?
        • How do I manage categories and organize feedback effectively?
        • What are Collections and how do they help organize feedback?
        • How does AI-powered collection generation work?
        • How do I create custom collections manually?
        • What can I do within a collection page?
        • How do I publish and manage collection visibility?
        • How does the AI summarization feature work?
        • How do I create opportunities from collection insights?
        • How does the "Identify more opportunities" feature work?
        • What types of opportunities does the AI identify?
        • How do I convert AI-identified opportunities into actionable work item?
        • How does opportunity status tracking work in Shorter Loop?
        • How does the "Connect to work item" feature integrate with product backlogs?
        • What makes Shorter Loop's opportunity identification unique?
        • How do I manage settings for my Feedback Portal, including custom domains and categories?
        • How do I control and customize the status of Ideas and Issues in Shorter Loop?
        • How can I import existing feedback and invite users to the Feedback Portal?
        • How do I manage and utilize User Segments in Shorter Loop?
        • How do I manage my Shorter Loop profile, connect Slack, and view my voting activity?
        • Can I be a member of multiple Feedback Manager portals with on email address?
        • Where can you configure status behavior for Ideas and Issues in Feedback Manager?
        • Account Manager
          • Getting Started with Accounts in Feedback Manager
          • CSV Import Guide for Accounts
          • Managing Account Users
          • Account Analytics & Reporting
        • Feedback Insights
          • Understanding Dashboard Statistics
          • Understanding Segment Activity
          • Navigating Feedback Feed Tabs
          • Mastering Filters and Search
          • Feedback Workflow Management
          • Dashboard Layout and Navigation
          • Advanced Analytics and Reporting
          • Best Practices and Success Strategies
    • Strategize
      • Objectives
        • How do I define an experiment's hypothesis and success criteria?
        • How do I set up and track Key Results (OKRs) for an Objective?
        • How do I access the Product Strategy board to get started?
        • How do I navigate between my Objectives, Opportunities, Solutions, and Experiments?
        • What are the different ways I can view and edit the details of a strategic item?
        • How do I create my first Objective?
        • How do I set the strategic "Alignment" to show an Objective's priority?
        • How do I assign Owners and Teams to ensure accountability?
        • What are "Themes" and how can I use them to organize my strategy?
        • How can I add attachments or web links for more context?
        • How do I link an Opportunity to an Objective?
        • How can I see all the work (Opportunities, Solutions, etc.) related to one Objective?
        • What is the Opportunities Map and how do I use it to visualize my strategy?
        • How can I view and manage all experiments related to an objective?
        • How do I update the status of an experiment?
        • How can I see key details like budget and due date on an experiment card?
        • How can I visually track the progress of all work related to an Objective?
        • How can my team collaborate and discuss a specific Objective?
        • How can I use the "Notes" tab for documentation?
        • How can I filter my Strategy Board to find specific items?
        • How can I see the financial upside of an Opportunity?
        • What do the "Spread" and "Intensity" metrics on an Opportunity mean?
        • How do I share or delete a strategic item?
        • How do I use Storymaps and connect my strategy to my roadmap?
      • Opportunities
        • How do I navigate to and access Opportunities in Shorter Loop?
        • What is an Opportunity in Shorter Loop and how does it drive product strategy?
        • How do I create a new Opportunity in Shorter Loop?
        • How to Score and Prioritize Opportunities in Shorter Loop
        • How do I edit and update Opportunities in Shorter Loop?
        • How do I assign ownership and team responsibility for Opportunities?
        • How do I add comprehensive details to Opportunities including description, priority, and status?
        • How do I connect Opportunities to strategic objectives and maintain strategic alignment?
        • What is the difference between Opportunities and Objectives in Shorter Loop's strategic framework?
        • What happens when I delete an Opportunity and can it be restored?
      • Org Roadmap
        • What is Org Portfolio, and how does it work in Shorter Loop?
        • Who can access and manage Org Portfolio features?
        • How do I create and configure organization-wide themes?
        • What happens when I create an Org Roadmap and how does it affect product roadmaps?
        • How do product teams align their objectives and work items to org themes?
        • What are custom swimlanes, and how do they work with org themes?
        • How do I manage intervals and timeline planning in Org Roadmaps?
        • How do I filter and search within Org Portfolio views?
        • How do I delete an Org Roadmap and what are the implications?
        • What export and sharing options are available in Org Roadmap?
        • How do themes integrate with product objectives and what visibility do I get?
      • Roadmap
        • How to Create a Roadmap in Shorter Loop?
        • How to apply Filters on the Roadmap?
        • How to Save or Share a Roadmap in one Click?
        • How does drag‑and‑drop work in Shorter Loop’s Roadmap feature?
        • Why a Feature Disappears from the Roadmap After Removal
        • What are the key differences between Product Roadmaps and Org Roadmaps?
        • Adding Work Items Across Multiple Time Intervals
        • Managing Work Items and Objectives Across Swimlanes
  • Using Shorter Loop
    • How to Create a Strategy Board in Shorter Loop?
    • Does Shorter Loop Support Other weight-based prioritization methods, such as customizing the weights other than effort/value, spread intensity, RICE, etc.?
    • Does Shorter Loop provide migration assistance?
    • How to Build a Product Backlog?
    • Persona Canvas: Understand Your Target Users
    • How to create a Prioritization Matrix? - Shorter Loop
    • How to create a User Story Map? - Shorter Loop
    • How to Create a Document in Shorter Loop? - Shorter Loop
    • How to Collaborate on Digital Whiteboard?
    • How to Use Idea Manager in an End-to-End Product Journey?
    • How to view the version history?
    • How to Share or Delete the particular Whiteboard?
    • How to start with Product Discovery? - Shorter Loop
  • Product Integrations
    • Shorter Loop Integrations — Now Smarter, Safer, and Easier to Control
    • Faster Workflows, Stronger Integrations — What's New in Shorter Loop
    • Jira
      • Jira Integration: 2-Way Sync Between Jira & Shorter Loop for Product Teams
      • Why is Shorter Loop a more comprehensive product management solution than Jira?
      • Can feedback be linked to the original Sprint ticket from which the idea was generated?
      • Is there a way to bucketize items by status, like in progress, testing, etc.?
      • How to reopen closed work items and tickets in Shorter Loop and Jira integration?
      • If I have editor access in Shorter Loop but not in JIRA, can I still access or make changes in JIRA through Shorter Loop?
      • If I have access to JIRA but not Shorter Loop, and make changes in JIRA, will it reflect in Shorter Loop?
      • Shouldn't we categorize an issue into development only after linking it to JIRA?
      • So, if we raise an issue in Shorter Loop, will it go and become a ticket in JIRA?
      • Is it possible to see the Jira status of the work item in Shorter Loop?
      • Does the change in status in Shorter Loop make the changes in Jira?
      • How to fix Jira API token authentication issues in Shorter Loop integration?
      • Does Shorter Loop provide nesting like Jira?
      • Is there a visual way to see parent-child work items (like nesting in Jira) at once in Shorter Loop (like a board)?
      • Does Shorter Loop provide freedom to create multiple levels of hierarchy (nesting) in Product Backlog?
      • What’s the difference between nesting in Jira and Shorter Loop?
      • What changes appear in Jira if you delete any work item from Shorter Loop’s Backlog?
      • How to manually create JIRA Webhooks for Shorter Loop
    • GitHub
      • GitHub Integration: 2-Way Issue Sync Between GitHub & Shorter Loop
    • Intercom
      • Integrating Intercom with Shorter Loop for Customer Feedback Sync
    • HubSpot
      • Integrating HubSpot with Shorter Loop for One-Way Ticket Sync
    • Linear
      • Shorter Loop & Linear Integration Guide
    • ServiceNow
      • ServiceNow Integration: Sync Incidents & Tickets with Shorter Loop
    • Rally
      • Rally Integration: Sync Work Items with Shorter Loop for Product Teams
    • Zendesk
      • Zendesk Integration: Sync Tickets into Shorter Loop for Product Insights
    • Brevo
      • Brevo Integration: Sync Contacts and Companies with Shorter Loop
    • Azure DevOps
      • Azure DevOps Integration: Two-Way Work Item Sync with Shorter Loop
    • APIs and Webhooks
      • Configure webhooks to integrate external applications
    • Canny
      • Connect Canny with Shorter Loop: A Step-by-Step Integration Guide
    • Productboard
      • Learn How to Integrate Shorter Loop with Productboard
    • Prodpad
      • Streamline Your Workflow: Shorter Loop + Prodpad Integration
    • Freshdesk
      • How to Connect Freshdesk with Shorter Loop
    • Helpscout
      • How to Connect Help Scout with Shorter Loop
    • Zeda
      • How to Connect Zeda.io with Shorter Loop
    • Pendo
      • Unlocking Product Insights: Shorter Loop + Pendo Feedback Integration
    • Craft.io
      • How to Integrate Craft.io with Shorter Loop: The Ultimate Guide for Product Managers
    • Aha
      • How to Integate Aha! with Shorter Loop: A Complete Guide for Product Managers
    • Salesforce
      • How to Integrate Salesforce with Shorter Loop: The Complete Guide for Product Managers
    • Slack
      • How to Integrate Slack with Shorter Loop?
  • Account Settings
    • Permissions & Invitation Flows Across Subscription, Product, and Team Hierarchy
    • How Access Works in Shorter Loop
    • Billing & plan management
      • How to Upgrade Your Trial to an Active Plan
      • Can I change my subscription plan after the trial?
      • What happens to my product discovery data during plan changes?
      • How does seat billing work for teams?
      • Can I pause my Shorter Loop subscription?
      • What are the feature limits and restrictions for each plan?
      • How to Upgrade to a Paid Plan? - Shorter Loop
      • How to Upgrade to a Paid Plan?
      • How do I increase the number of seats on my subscription?
    • Profile Management
      • Subscription
        • How to access Subscription Settings in Shorter Loop dashboard?
        • What information is displayed in the Subscription Summary section?
        • How to add new products to your Shorter Loop subscription?
        • How to manage users and assign roles in your Shorter Loop subscription?
        • How to view and manage your subscription plan details?
        • How to manage AI & Storage in your Shorter Loop subscription?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to change your subscription name and logo in Shorter Loop?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to update payment methods and view billing history in Shorter Loop?
        • How to upgrade or downgrade your Shorter Loop subscription plan?
        • How to remove or deactivate users from your Shorter Loop subscription?
        • What happens when you reach your AI & Storage limit in Shorter Loop?
        • What are the image requirements for profile photos in Subscription Settings?
        • How to Accept a Team Invitation and Access Your Account
      • Product
        • How to access Product Settings and manage product-specific configurations?
        • What information is displayed in the Product Summary section?
        • How to manage users and assign roles within a specific product?
        • How does product-level AI & Storage management work compared to subscription-level?
        • What happens when you invite new members to a product vs the subscription?
        • How to Purge, Restore, and Permanently Purge Data in Shorter Loop?
      • Team
        • How to access and navigate to team management in Shorter Loop?
        • How to create and manage teams within a product?
        • How to manage team members and assign roles within a specific team?
        • How to invite new members to a team and manage bulk operations?
        • How to delete teams and understand the impact on work items?
      • User
        • How to edit and update your user profile settings in Shorter Loop?
        • How to change your email address in Shorter Loop account settings?
        • What is the difference between Display Name and Full Name in Shorter Loop profile settings?
        • How to change your password in Shorter Loop dashboard after login?
        • How to upload and change your profile picture in Shorter Loop?
    • Team Management
      • Adding New Members to Your Shorter Loop
      • What are the different user roles in Shorter Loop and what permissions does each role have?
      • How do I invite new members to my Shorter Loop account?
      • How do I change a team member's role or permissions?
      • How do I add members to specific products in my subscription?
      • How do I manage team members within a specific team?
      • How do I view and manage all members in my account?
      • What's the difference between subscription-level and product-level member access?
      • How do I deactivate or reactivate team members?
      • Can the same person have different roles in different products or teams?
      • What happens when I invite someone who's already in my subscription to a new product or team?
      • Can a subscription member be part of multiple Shorter Loop subscriptions?
    • Recycle Bin
      • How do I navigate to the Recycle Bin in Shorter Loop?
      • Can I access the Recycle Bin from anywhere in the product or is it only available from Product Settings?
Home
API ReferencesRelease NotesKnowledge Base
Home
API ReferencesRelease NotesKnowledge Base
Sign In
  1. Feedback Insights

Navigating Feedback Feed Tabs

The Ideas & Issues dashboard provides five distinct tabs to view and organize feedback. Each tab uses different sorting algorithms to surface the most relevant items based on your current needs - whether you're looking for the latest submissions, trending ideas, all-time favorites, active discussions, or items in development.

The Five Feed Tabs#

1. New Tab#

Purpose: See the most recently submitted feedback
Sorting Algorithm:
ORDER BY created_at DESC
What you see:
Feedback items sorted by submission date
Newest items appear first
Includes both ideas and issues
No minimum vote or comment threshold
Tab Description: "Most recently posted"
Best for:
Daily triage and review
Catching new submissions quickly
First response to customers
Identifying emerging trends early
Use Cases:
Morning Triage:
1. Open "New" tab
2. Review items from last 24 hours
3. Assign categories and statuses
4. Respond to urgent issues
5. Link high-priority items to backlog
Customer Service:
Respond to new issues within SLA
Acknowledge new idea submissions
Identify duplicate submissions
Escalate critical bugs
Trend Spotting:
Notice multiple users reporting same issue
Identify sudden spike in specific topic
Catch product launch feedback
Monitor feature release reactions
Example View:
[New] Performance issue on mobile app - 2 minutes ago
[New] Feature request: Dark mode - 15 minutes ago  
[New] Bug: Export not working - 1 hour ago
[New] Idea: Bulk edit functionality - 3 hours ago

2. Rising Tab#

Purpose: Discover feedback gaining momentum recently
Sorting Algorithm:
Items that have received votes in recent time period
Weighted by recency and velocity
What you see:
Items trending upward in votes
Recent submissions with early traction
Ideas gaining community support
Issues affecting multiple users
Tab Description: "Trending recently"
Best for:
Identifying emerging priorities
Catching issues before they escalate
Finding ideas with growing support
Understanding current user concerns
Rising Algorithm Characteristics:
Time Window: Typically last 7-30 days
Factors:
1.
Vote Velocity: Rate of new votes
2.
Recency: When votes were cast
3.
Acceleration: Increasing vote rate
Example Calculation:
Rising Score = (Recent Votes / Days Since Created) × Recency Weight

Item A: 20 votes in 3 days = 6.67 votes/day
Item B: 50 votes in 30 days = 1.67 votes/day

Item A ranks higher (rising faster)
Use Cases:
Weekly Planning:
Review rising items for roadmap consideration
Identify issues needing immediate attention
Spot feature requests gaining traction
Prioritize based on momentum
Proactive Response:
Address rising issues before they become critical
Engage with trending idea authors
Provide updates on popular requests
Prevent escalation of problems
Community Engagement:
Highlight rising items in newsletters
Feature trending ideas in product updates
Encourage voting on rising items
Build excitement around popular requests
Example View:
[Rising] API rate limits too restrictive - 15 votes (↑ 12 this week)
[Rising] Mobile app crashes on iOS 16 - 23 votes (↑ 18 this week)
[Rising] Request: Slack integration - 31 votes (↑ 25 this week)

3. Top Tab#

Purpose: View all-time most popular feedback
Sorting Algorithm:
ORDER BY total_votes DESC
What you see:
Highest voted items ever
Long-standing popular requests
Community favorites
Validated pain points
Tab Description: "All-time highest voted"
Best for:
Strategic roadmap planning
Understanding core user needs
Identifying must-have features
Validating product direction
Vote Counting:
Total Votes = COUNT of all votes WHERE:
  - feedback_item_id = item.id
  - No time restriction
  - Includes all active votes
Use Cases:
Roadmap Planning:
Prioritize features with proven demand
Validate strategic initiatives
Justify resource allocation
Align team on priorities
Stakeholder Communication:
Show leadership what customers want most
Demonstrate customer-driven development
Support business case for features
Report on customer sentiment
Product Strategy:
Identify gaps in current offering
Understand competitive weaknesses
Validate market fit
Guide long-term vision
Example View:
[Top] Dark mode support - 342 votes
[Top] Advanced filtering options - 287 votes
[Top] Mobile app for Android - 256 votes
[Top] SSO/SAML authentication - 198 votes
Considerations:
Age Bias:
Older items have more time to accumulate votes
May not reflect current priorities
Balance with Rising tab for recent trends
Validation:
High votes = proven demand
Use for confident investment decisions
Cross-reference with business metrics

4. Discussed Tab#

Purpose: Find items with active conversations
Sorting Algorithm:
ORDER BY comment_count DESC
What you see:
Items with most comments
Active discussions
Controversial or complex topics
Items needing clarification
Tab Description: "Most discussed"
Best for:
Understanding nuanced feedback
Identifying complex requirements
Engaging in active conversations
Resolving controversial topics
Comment Counting:
Comment Count = COUNT of comments WHERE:
  - feedback_item_id = item.id
  - comment.status = 'active'
  - Includes all user and team comments
Use Cases:
Requirements Gathering:
Read detailed discussions for context
Understand edge cases and scenarios
Gather implementation ideas from community
Identify technical constraints
Controversy Management:
Address disagreements in comments
Provide official position on debated topics
Moderate discussions
Build consensus
Community Engagement:
Participate in active discussions
Answer questions from community
Provide updates on discussed items
Foster collaborative problem-solving
Example View:
[Discussed] Pricing model changes - 45 comments
[Discussed] Data export format options - 38 comments
[Discussed] Feature: Custom workflows - 32 comments
[Discussed] Performance optimization ideas - 28 comments
Interpretation:
High Comments, High Votes:
Important, complex topic
Strong community interest
Requires thorough planning
High Comments, Low Votes:
Controversial or niche
May need clarification
Could be contentious
Low Comments, High Votes:
Clear, straightforward request
Broad agreement
Ready for implementation

5. Backlog Tab#

Purpose: View feedback linked to development work
Sorting Algorithm:
FILTER WHERE work_item_external_id IS NOT NULL
Then apply current sort (typically New)
What you see:
Items connected to backlog work items
Feedback being actively addressed
Ideas in development
Issues being fixed
Tab Description: "Items currently in progress"
Best for:
Tracking implementation progress
Communicating with customers
Monitoring development alignment
Reporting on feedback closure
Linking Criteria:
Item is in Backlog if:
  work_item_internal_id IS NOT NULL OR
  work_item_external_id IS NOT NULL
Integration Points:
Jira issues/stories
Internal backlog items
Azure DevOps work items
Other project management tools
Use Cases:
Customer Communication:
1. Filter to backlog items
2. Identify items from specific customer
3. Provide status update
4. Share expected delivery timeline
Development Tracking:
Monitor how much feedback is being addressed
Ensure high-priority items are linked
Track feedback-to-feature pipeline
Measure responsiveness to customers
Reporting:
Show stakeholders feedback being acted on
Demonstrate customer-driven development
Calculate feedback closure rate
Measure time from submission to implementation
Example View:
[Backlog] Dark mode - Linked to JIRA-1234 (In Progress)
[Backlog] Export bug fix - Linked to JIRA-1256 (In Review)
[Backlog] API improvements - Linked to EPIC-45 (Planned)
Backlog Count:
Displayed in tab badge:
Backlog Count = COUNT of items WHERE:
  - work_item_external_id IS NOT NULL
  - Applies current filters
Linking Best Practices:
Link items when work begins (not just planned)
Update link status as work progresses
Unlink if work is cancelled
Use consistent linking workflow

Tab Navigation#

Switching Between Tabs#

Click any tab to:
Change the sorting/filtering
Update the feed instantly
Maintain other filters (categories, status, etc.)
Reset search (if applicable)
Tab State:
Active tab highlighted
Tab description updates
Item count may change
Feed refreshes automatically

Combining Tabs with Filters#

Filters apply across all tabs:
Category filters
Status filters
Date range filters
Type filters (Ideas vs Issues)
Search terms
Example Workflow:
1. Select "Rising" tab
2. Filter by "Bug" category
3. Filter by "Last 7 days"
Result: Rising bugs from the past week

Tab Selection Strategy#

Daily Workflow#

Morning:
1.
New - Triage overnight submissions
2.
Rising - Check for emerging issues
3.
Discussed - Respond to active conversations
Weekly:
1.
Top - Review for roadmap planning
2.
Backlog - Update linked items status
3.
Rising - Identify trends for team meeting
Monthly:
1.
Top - Strategic planning session
2.
Backlog - Calculate closure metrics
3.
All tabs - Comprehensive review

By Role#

Customer Support:
Primary: New (respond quickly)
Secondary: Rising (proactive outreach)
Occasional: Discussed (complex issues)
Product Manager:
Primary: Top (roadmap planning)
Secondary: Rising (trend analysis)
Regular: Backlog (tracking implementation)
Engineering Lead:
Primary: Backlog (development tracking)
Secondary: Discussed (technical details)
Occasional: Top (understanding priorities)
Executive:
Primary: Top (strategic direction)
Secondary: Backlog (progress reporting)
Occasional: Rising (emerging trends)

Understanding Tab Counts#

Count Badges#

Some tabs may show counts:
Backlog (23)
What it means:
Number of items matching tab criteria
Updates when filters change
Helps gauge volume
Counts are calculated:
Real-time when tab loads
Based on current filters
May differ from total feedback count

Advanced Tab Usage#

Combining Multiple Views#

Workflow: Comprehensive Review
1. New → Identify recent submissions
2. Rising → Check if any new items are trending
3. Top → Confirm alignment with long-term priorities
4. Discussed → Engage with active conversations
5. Backlog → Verify implementation status

Custom Workflows#

Bug Triage:
1. New tab
2. Filter: Type = Issue
3. Filter: Status = Unprocessed
4. Review and assign
Feature Planning:
1. Top tab
2. Filter: Type = Idea
3. Filter: Category = Feature Request
4. Export for roadmap meeting
Customer Update:
1. Backlog tab
2. Filter: Account = [Customer Name]
3. Generate status report
4. Share with customer

Tab Performance#

Loading Speed#

Factors affecting load time:
Number of items in feed
Complexity of filters
Database query performance
Network latency
Optimization:
Tabs load limited items (typically 5-10 on dashboard)
Infinite scroll for more items
Caching for frequently accessed data

Refresh Behavior#

Tabs refresh when:
Switching between tabs
Applying new filters
Navigating back to dashboard
Manual page refresh
Data freshness:
Real-time on load
May cache for brief period
Force refresh with browser reload

Troubleshooting#

Tab Not Loading#

Symptoms: Spinner shows indefinitely
Solutions:
1.
Check network connection
2.
Refresh browser
3.
Clear filters
4.
Try different tab
5.
Check browser console for errors

Unexpected Results#

Symptoms: Items don't match expected criteria
Verification:
1.
Check active filters
2.
Verify tab selection
3.
Review sort order
4.
Check date range filters
5.
Confirm product selection

Empty Tab#

Symptoms: "No items" message
Possible Causes:
No items match criteria (e.g., empty Backlog)
Filters too restrictive
No feedback submitted yet
Data loading error
Solutions:
1.
Clear all filters
2.
Switch to "New" tab
3.
Verify feedback exists
4.
Check permissions

Best Practices#

Tab Usage#

✅ Start with New - Daily triage routine
✅ Check Rising - Proactive issue management
✅ Review Top - Strategic planning
✅ Monitor Discussed - Community engagement
✅ Track Backlog - Implementation progress

Efficiency Tips#

✅ Bookmark tabs - Quick access to frequent views
✅ Use keyboard shortcuts - Faster navigation
✅ Combine with filters - Targeted views
✅ Set up notifications - Stay informed
✅ Export data - Offline analysis

Team Coordination#

✅ Assign tab ownership - Clear responsibilities
✅ Share tab views - Collaborative review
✅ Document workflows - Consistent processes
✅ Regular check-ins - Team alignment

Quick Reference#

TabSortBest ForUpdate Frequency
NewRecent firstTriage, first responseMultiple times daily
RisingVote velocityTrend spottingDaily
TopTotal votesStrategic planningWeekly
DiscussedComment countDeep engagementAs needed
BacklogLinked itemsProgress trackingDaily/Weekly

Master the tab system to efficiently navigate your feedback, stay on top of customer needs, and ensure nothing falls through the cracks. Each tab serves a specific purpose in your feedback management workflow.
Modified at 2026-01-14 08:18:15
Previous
Understanding Segment Activity
Next
Mastering Filters and Search
Built with