Learn about Savio
- Getting Started
- How Savio Works
- Triaging Feedback
- Managing Users
- Closing the Loop
- Voting Boards
- Importing People, Companies, and Attributes
- Connecting Your Support Tool
- Chrome Extension
- Emailing Feedback
- Slack Integration
- Creating Feedback Templates
- Tips for Triaging Effectively
- Managing Custom Attributes
- Canned Filters
- Hubspot Integration
- Importing Historical Data
- Using Savio's API
- Setting “Feedback From”
- Exporting Your Data
- Feature Request Details Page
- Setting Up Savio
- How To Be Successful with Savio
- The Four Problems Savio Solves
- Segment Integration
- Help Scout Integration
- Zendesk Integration
- Intercom Integration
- Salesforce Integration
- Customizing Feature Request List Columns
- → Customizing Feature Request Status Options
- Moving Feedback
- Savio's Integrations and Their Features
- Daily Digest Email
- Running a Product Meeting
- Zapier Integration
- Voting on Behalf of (VOBO)
- Single Sign-On
- Configuring Voting Board Access
- Using Feedback Forms
- The My Feedback Page
- Using Tags
- Filtering Feedback and Feature Requests
- Jira Integration
- Shortcut Integration
- Using the Zendesk App
Customizing Feature Request Status, Priority, and Effort Options
Savio helps organize your feature requests throughout your development lifecycle. Three of the most useful attributes to keep your feature requests organized are “Status”, “Priority”, and “Effort”.
Those attributes come pre-loaded with several options. The default options are as follows:
Feature Request Attribute | Default Settings |
---|---|
Status |
Untriaged, Under Consideration, Planned, In Progress, Shipped, Loop Closed, Won’t do |
Priority |
Low, Medium, High |
Effort |
Low, Medium, High |
You can change these default options by adding your own, editing the existing ones, or deleting existing ones. In this article, we explain how.
We’ll cover:
Related: Learn how to change the status of a feature request.
Related: Learn how to use attributes to filter feature requests.
Why customize feature request attribute options?
Savio is at its best when it’s customized to fit how your team works. Here are some ways you might customize:
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You can add, delete, or change the options for the “Status” attribute to match your workflow
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You can change priority levels to ones you actually use. For example, you might prefer a scale of 1 to 5 over Low, Medium, and High.
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You can change the effort levels to ones you actually use. For example, you might prefer to use the number of development hours a feature would take to build over Low to High.
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You can add product marketing steps. For example, you could add “Needs Changelog Entry” or “Needs Blog Article”.
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You can change public status names to customize the status your customers see on public voting boards and on the My Feedback page.
Customizing these features will ensure Savio is optimally supporting your teams.
How to customize the feature request status options
1. Log into Savio and click on your name in the top right corner. Then select “Settings”.
2. Scroll down to the “Feedback And Feature Request Attributes” box. Click “Manage attributes”.
3. Click on Status.
You’ll see a list of the feature request status options that currently exist.
Add a new status option
To add a new status option:
1. Click “Add Choice”.
2. Enter the name of the status option and click “Save Choice”.
Now you’ll see your new addition in the list of feature request status options.
Change the order of status options
You can change the order of status options by moving its location in the list. To do so:
Click and hold the three-bar icon beside the status name. Drag and drop it to a new location in the list.
Edit status option name
To edit a status option name, do the following:
1. Hover your mouse over the option and click on the edit icon
2. Edit the text in the “Display name” box. Then click “Save Choice”.
Delete a status option
To delete a status option, do the following:
1. Hover your mouse over the option and click on the edit icon
2. Click the trash can icon.
3. Click “Delete choice”.
Editing a status’ public name
The public name is what your status is referred to on your public voting board and the My Feedback page of the feedback form. When you change the status of a feature request in your vault, the status of the feature on public voting boards and the My feedback page will change at the same time.
Sometimes, you may want to group several internal statuses together so customers don’t have to understand your internal processes. For example, imagine you have two statuses: “Shipped” and “Needs Changelog Entry”. You want them to both appear publicly as “Shipped”. You can change their public names to “Shipped”. That way, your team can see when a feature needs a changelog entry, but your customers will just see that it has been shipped.
To change a status’ public name, do the following:
1. Hover your mouse over the option and click on the edit icon
2. Edit the text in the “Public name” box. Then click “Save Choice”.
In this example, when a feature request has its status set to “Needs Changelog Entry”, its status on the public voting board and My Feedback page will appear to your customers as “Shipped”.
How to customize feature request priority options
To change the options for prioritizing a feature request, do the following:
1. Click on your name in the top right corner and click “Settings”.
2. Scroll down to the “Feedback And Feature Request Attributes” box. Click “Manage attributes”.
3. Click on “Priority”.
You’ll see a list of the feature request priority options that currently exist.
Add a new priority option
To add a new priority option:
1. Click “Add Choice”.
2. Enter the name of the priority option and click “Save Choice”.
Now you’ll see it in your list of feature request priority options.
Change the order of status options
You can change the order of a priority by moving its location in the list. To do so:
Click and hold the three-bar icon beside the priority name. Drag and drop it to a new location in the list.
Edit priority option name
To edit a priority option name, do the following:
1. Hover your mouse over the option and click on the edit icon
2. Edit the text in the “Display name” box. Then click “Save Choice”.
Delete priority option
To delete a priority option, do the following:
1. Hover your mouse over the option and click on the edit icon
2. Click the trash can icon.
3. Click “Delete choice”.
How to customize feature request effort options
To change the options for describing how much effort a feature request would take, do the following:
1. Click on your name in the top right corner and click “Settings”.
2. Scroll down to the “Feedback And Feature Request Attributes” box. Click “Manage attributes”.
3. Click on “Effort”.
You’ll see a list of the feature request effort options that currently exist.
Add a new effort option
To add a new effort option:
1. Click “Add Choice”.
2. Enter the name of the effort option and click “Save Choice”.
Now you’ll see it in your list of feature request effort options.
Change the order of effort options
You can change the order of an effort option by moving its location in the list. To do so:
Click and hold the three-bar icon beside the effort name. Drag and drop it to a new location in the list.
Edit effort option name
To edit an effort option name, do the following:
1. Hover your mouse over the option and click on the edit icon.
2. Edit the text in the “Display name” box. Then click “Save Choice”.
Delete effort option
To delete an effort option, do the following:
1. Hover your mouse over the option and click on the edit icon.
2. Click the trash can icon.
3. Click “Delete choice”.