This guide will show you how to track and filter high volumes of design feedback across multiple reviews and workspaces.
Accessing 'Feedback' tracker pages
Clicking on the Feedback option in the left side navigation bar will show you "global" feedback i.e. all feedback for the workspaces and portals you have access to.
While in a specific space (i.e. a Workspace or Portal), clicking on the feedback icon in that space's sidebar will show feedback created in that specific space.
Exploring the feedback tracker
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, by clicking on the 'Go to feedback' option. 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 you to quickly filter the table for desired results. You can find these by clicking on the 'Default views' drop down field.
The available default views are:
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 you.
Created by me: A view of all feedback items that have been created by you.
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 are past their due date.
Creating custom views
All team member users can create new shared views based on filters. To create a new view:
Organize and filter the feedback table to your liking.
Click the 'Create view' button that appears at the top of the table. This option will not be visible if no filters have 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.
Adding custom views to favourites
If you are in the "global" Feedback table, you can add a custom view to favourites, 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.
Creating 'global' custom views
When creating views in the company feedback table, company admins 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.
Note: If the admin later deletes or edits the custom view in the company-level table, the view will also be deleted/updated in workspace and portal tables.