This guide will show you how to track and filter high volumes of design feedback across multiple reviews and workspaces.
Accessing your Feedback page
The Feedback page can be found along the left side navigation bar beneath Home and Search. It is always available, and its context will change depending on where you are accessing it.
From the home screen it will show you your Global Feedback page, which allows users to view all feedback for the workspaces and portals to which they have access.
While in Workspaces and Portals it will show Workspace Feedback and Portal Feedback respectively, for those specific spaces.
Tracking Feedback
Each piece of feedback is represented as a row in the feedback table, while each feedback attribute is represented as a column in the table.
Clicking on any row in the feedback table will highlight it and open the feedback in the feedback panel. This allows you to quickly find specific feedback items and see any related discussion. From the feedback panel, you can open the feedback on the relevant file, in its original workspace or portal. This will show you the feedback in the context of the model or drawing it was created for.
Organizing and Filtering Feedback
All columns in the Feedback table can be resized, reorganized, and hidden or shown.
Resize a column: Click and drag the column edges.
Reorganize columns: Click on a column header and drag it to a new position.
Hide/Unhide columns: Use the Columns menu above the table. You can hide or unhide columns individually, or choose to hide all or show all.
You can also filter the feedback by various attributes, using the 'Filter' dropdown.
Note: The Global feedback table has an additional filter which allows you to filter the table by workspace.
Default Views
All versions of the feedback table have a set of default views, which allow users to quickly filter the table for desired results. Find these by clicking on the 'Default views' drop down field.
Default view: The default view of table data with no filters applied.
Assigned to me: A view of all feedback items that has been assigned to me.
Created by me: A view of all feedback items that have been created by me.
Due in 7 days: A view of all feedback items that have a due date in the next 7 days.
Late: A view of all feedback items that are not closed, but past their due date.
Creating Custom Views
All team member users, can create new shared views that save the current filters. To create a new view:
Organize and filter the feedback table to your liking, and click the 'Create view' option will appear at the top of the table.
Note: The 'Create view' option will only appear after a filter has been applied.
Give your shared view a name.
Note: In the Global feedback table, you can also choose to add the view to your favourites. This makes it quickly accessible in your left navigation panel.
Your new custom view will appear under the Shared section in the views list.
Custom views will also remember the column order and visibility toggles that were set at the time the view was created.
If you are looking at a shared view and edit the applied filters, a Save Changes button will appear for you to save that shared view with the newly applied filters.
Note: Limited users and portal guests are not able to create or edit custom views.
Favourite Custom Views
If you are in the Global Feedback table, you can 'favourite' a custom view, which will pin it to the left navigation bar for easy access. This can be done in two ways:
When creating the view, there will be an option to add it to favourites before saving it.
After the view is created, simply click the 'Add to Favourites' star icon, next to the custom view you would like to pin.
Global Views
When creating views in the company feedback table, company admins now have the option to make a custom view a ‘global view’ i.e. it will be available to all company users in all workspaces and portals.
After selecting the desired filters and clicking ‘Create view’ (or editing an existing view), they will see the new option in the pop up modal: Make view available in all workspaces and portals.
After saving the view, it will show alongside the default views in the ‘Table views’ dropdown, across all workspaces and portals.
If the admin deletes or edits the custom view later, in the company-level table, the view will be deleted/updated in workspace and portal tables as well.