Creating a Project
Follow these steps to launch your workspace.Start Project Creation
From your dashboard, click the primary Create Project button, or navigate to Projects → New Project.
Basic Information
Fill in the essential identity details for your workspace.
- Project Name: The public name of your product (e.g., “Acme SaaS”).
- Description: A brief explanation shown on your portal (supports Markdown).
- Logo: Upload a PNG, JPG, or SVG (Recommended: 200x200px).
Portal Settings
Configure how your public portal behaves.
- Theme: Select Light, Dark, or Auto (system preference).
- Authentication:
- Anonymous: No login required.
- Guest: Name/Email required, no account creation.
- Authenticated: Account creation required.
- Features: Toggle visibility for Roadmap, Changelog, and Voting.
Categories
Define buckets to organize feedback. Default categories include Feature Requests, Bug Reports, and Improvements.You can set visibility (Public/Private) and toggle specific permissions (voting/comments) per category.
Project Configuration
Once created, you can fine-tune your settings.General & Customization
General & Customization
Project Details
Update your timezone and default language settings.Visibility
- Public: Anyone with the link can view.
- Private: Only invited team members can access.
- Read-only: Public can view, but cannot submit/vote.
Notifications
Notifications
Configure when you want to be alerted.
- Email: Receive digests for new feedback, comments, or votes.
- Slack: (Pro+) Connect a channel to get real-time streams of activity.
Team Access
Team Access
Navigate to Settings → Team to invite stakeholders.
- Admin: Full access to billing and settings.
- Editor: Can manage feedback and roadmap.
- Viewer: Read-only access.
Integrations
Integrations
Connect external tools via Settings → Integrations.
- Communication: Slack (fully integrated)
- Data: Webhooks
Importing Existing Feedback
If you are migrating from another tool (Canny, Frill, Productboard), you can bring your data with you.- CSV Import
- API Import
- Go to Feedback → Import.
- Download the CSV template.
- Fill in your data (Title is required).
- Upload the file and map the columns.
- Review and execute the import.
Going Live
Ready to share your portal with the world?Pre-Launch Checklist
Launch Readiness
- Portal branding matches company identity.
- Categories and Statuses are configured.
- Team members have been invited.
- At least one test feedback item submitted.
- Mobile responsiveness verified.
Launch Steps
- Announce: Email your users and share on social media.
- Link: Add a link to the portal in your app’s footer or navigation.
- Embed: (Optional) Use the Widget to embed feedback directly in your app.
Best Practices
Naming Conventions
Keep category names descriptive and status names action-oriented.
Organization
Start with 3-5 categories. Too many choices confuse users. Use tags for granularity.
Engagement
Respond to feedback within 24 hours. Even a simple “We’ve seen this” builds trust.
Regular Updates
Don’t let feedback rot. Update statuses regularly and publish changelogs when shipping.