Associate a feedback or a product idea record with a non-planning item

Link a feedback record or product idea record with a non-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.

시작하기 전에

Ensure to Configure non-planning items for feedback or product ideas records.

Role required: pf_user

이 태스크 정보

You can associate single or multiple feedback records or product idea records with one or multiple non-planning items at a time. Non-planning items could be an incident, scrum task, agile story or item from any global or scoped application such as agile development, PPM standard or safe application.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace.
2. Select Feedback.
3. From the feedback list, select one or multiple feedback records that you want to associate with the non-planning item.
   You can follow similar steps for the product idea. From the product idea list, select one or multiple ideas that you want to associate with the non-planning item and follow steps from 2 through 4.
4. From the link product idea list, select the non-planning item.
   

   The non-planning item is displayed in the link product idea list only if the item is configured. For example, if you have configured an incident, you can see the Link incident option in the list.

5. From the non-planning item list, select one or multiple records and select Confirm.
   You can now track your feedback or product idea with Related items Tab.