This guide will show you how to track and filter high volumes of design feedback across multiple reviews and workspaces. 

Accessing Track

The Track tab can be found along the top navigation bar next to Home and Search. It is always available and allows users to view all feedback and reviews for the workspaces and portals to which they have access.

Tracking Feedback

When you navigate to Track, you will start on the Feedback tab. This tab displays a table of all the feedback you can access, based on your workspace and portal permissions. 

You can filter the feedback table by workspace and other feedback attributes. Each attribute is shown as a column in the table. You can choose to hide or show columns depending on the data you need.

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 in its original workspace or portal. This will show you the feedback in the context of the model or drawing it was created for.

Filtering Feedback and Reviews in Track

All columns in the Track 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.

Creating custom views in Track

Both the Feedback & Reviews tables in Track have a set of default views that let users quickly filter the table for desired results

• Default view: The default view of table data with no filters applied
• Open: A view of all reviews or feedback that are in any status except closed
• Closed: A view of all reviews or feedback that are closed
• *Assigned to me: A view of all feedback that has been assigned to me
• Created by me: A view of all reviews or feedback that have been created by me
• Late: A view of all reviews or feedback that are not closed, but past their due date
• Due in 7 days: A view of all reviews or feedback that have a due date in the next 7 days

*Only available in the feedback table.

In addition to the pre-defined views, users can create new shared views that save the current filters. To create a new view, select the New view option at the bottom of the view dropdown list on the Track table. Give your shared view a name, and it will appear under the Shared section in the views list.

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. 

Using Track within Workspaces

In addition to having Track in the top navigation bar, you can also track and filter reviews and feedback within a workspace. 

To do this, open a workspace and select Feedback or Reviews from the left-hand menu.

We hope this guide helps you navigate and utilize the Track features effectively. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.