Update an item from its card
Open Manage Feedback, find an item and select its Quick Actions control. The side panel includes:
- Change Status...
- Change Priority...
- Manage Tags...
- Change Category...
- Archive or Unarchive, depending on the item.
Assign to... is available where your plan supports feedback assignments, on Pro and Enterprise. The actions you can use also depend on your permissions. Select an action, make the change in its dialog and confirm it.
A status change can lead to another prompt about the roadmap or changelog. Read the prompt rather than assuming the related work has been created automatically.
Work with several items
In list view, use Bulk Select, select the items and choose a supported action from the bulk menu. Check the selected items before confirming. Switching to Kanban clears the selection and exits selection mode.
Archiving is separate from status. An item can retain its workflow status while being hidden from the normal feedback list.
Set the original request date
When creating feedback from an older email, call or record, use Request date to choose when it was originally received. The field defaults to the current date for a new item.
To correct an existing item, open it for editing, choose Request date, select the date and save your changes. Changing the calendar date keeps the existing local time of day. For a new item, the picker does not offer dates after today.
The date is used as the request’s creation date in lists and date-based reports. It is different from the last-updated timestamp. A backdated request can therefore appear in an older reporting period; changing it does not turn an old request into newly received feedback.