Un-actioned feedback has no downstream value. The moment a feedback item is promoted or connected, it stops being a passive record and becomes part of how your product gets prioritized, built, and communicated. This article covers how to make that transition well.
📝 Connecting and promoting feedback requires an Editor or Admin role in the Workspace. Contributors (read-only users) can submit feedback via the portal, but cannot promote or connect it to the backlog.
The full workflow at a glance
A complete feedback review session moves through four stages:
Identify - use Guru AI or filters to surface what needs attention
Decide - for each item, choose to promote, connect, or defer
Act - promote new ideas to the backlog or connect reinforcing submissions to existing items
Scale - use bulk connect for high-volume triage where the right backlog item is clear
Identify what needs actioning
Before opening individual items, get a picture of what the data is already telling you.
Run a quick query using the Feedback Guru AI to ask what themes are trending, which topics are generating the most demand, or which accounts are submitting the most requests. This gives you a starting point so you arrive at the Feedback Table with intent, not a blank list.
Then open the Feedback Table and apply filters to narrow your working set:
Filter by Status: New to show only submissions that have not yet been reviewed
Filter by no connected items to surface everything that has not yet been linked to the backlog
Group by Company or Category to spot clusters before diving into individual items
💡 Save this view as a personal or Workspace view so it is ready for every feedback review session.
Promote or connect feedback
One question determines which action to take: does this idea already exist in your backlog?
Action | What it does | Use it when |
Promote | Creates a new Epic, Feature, Story, Bug, or Sub-item from the feedback item | The idea does not yet exist in your backlog |
Connect | Links the feedback item to an existing Epic, Feature, or Story | The idea is already in your backlog and this item reinforces it |
Defer | Take no action on the feedback item for now | The request is unclear, duplicated, or needs more signal before acting |
💡 Search your backlog before you promote feedback. A well-connected backlog is more useful than one padded with near-duplicate items
How to promote a feedback item
Promoting converts a feedback item into a new backlog item. The original feedback is retained and linked automatically - context, submitter information, and company data travel with the new item into your Workspace.
Follow these steps:
Locate the feedback item in the Feedback Table
Click the three-dot menu - this is accessed in the table view, or next to the title within the item itself
Select Promote to an item
Choose the item type: Epic, Feature, Story, or Bug
Choose the target parent location (i.e. parent product, epic or feature)
The promoted item - e.g an Epic - appears immediately in your Workspace backlog. The original feedback item remains in the Feedback Table, and can easily be referenced in the feedback tab in the Epic's item properties.
How to connect a feedback item
Connecting links a feedback item to an existing backlog item. The feedback remains its own entity - it is linked, not converted - so multiple items can accumulate against the same backlog item over time.
Follow these steps:
Locate the feedback item in the Feedback Table and open it
Click the three-dot menu in the top-right corner of the panel
Select Connect to items
Choose the product, or search for and select the relevant epic, feature, story or bug
The feedback item is connected and now appears in the Feedback tab of the selected item's properties panel.
You can connect a single item to more than one backlog item, and connections can be updated or removed at any time.
Bulk connecting feedback items
When reviewing large volumes of feedback, connecting items one by one is not always efficient. If you have a set of submissions where the right backlog item is already clear - a cluster of requests all clearly pointing to the same feature - you can connect them all in a single action.
Follow these steps:
Filter or group the Feedback Table to isolate the set of items you want to connect - for example, filter by Category or group by Company to surface a related cluster
Check the box next to each item you want to connect. A bulk action toolbar appears at the bottom of the screen.
Click Connect in the toolbar
Search for and select the backlog item to connect them to
All selected feedback items are connected to that backlog item in one step.
Bulk connect is available for multiple items simultaneously. Bulk promote is not - promoting requires individual review to choose the right item type, parent location, and title for each new backlog item. This helps maintain structure and integrity across the product backlog.
What happens downstream
Acting on a feedback item unlocks two behaviors that are not available while items sit unconnected.
Ask Guru AI on backlog items - Once feedback is connected to a backlog item, you can query Ask Guru AI directly from that item to understand the demand behind it. Ask what customers are saying, which accounts have raised this, or what themes run through the linked submissions - all without leaving the item. The more feedback connected to an item, the richer the response.
Automatic customer notifications - When delivery progresses on a connected backlog item, the original feedback submitter is notified automatically via the feedback portal, according to your pre-defined status automations. No manual follow-up needed.
What comes next
Learn how the Feedback Table works - views, filters, grouping, bulk editing and how to set up your triage workflow
Use Feedback Guru AI before each review session to identify which themes and accounts are generating the most demand - so you know where to focus before you open a single item
Need guidance? Our support team (bottom-right corner of your screen) replies to ANY question!