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Customizing Feature Request and Feedback Attributes

Savio helps organize your customer feedback and feature requests from the time you receive them until you build them. We let you filter and sort by feedback and feature requests attributes. The main feedback and feature request attribute you can use to organize your vault are:

Status
Priority
Effort
Feedback From
Importance
Product
Product Area

These attributes come pre-loaded with default settings. The default settings 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
Feedback From	Enabled with the following options: Active customer, Churned customer, Internal teammate, Lost deal, Prospect, Other
Importance	Enabled with the following options: Dealbreaker, Nice to have, Must have
Product	Disabled
Product Area	Disabled

Note: The products and product areas features are only available on some plans. See the pricing page for details and to sign up for a free trial.

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: We discuss products and product areas in a different article. Learn how to use products and product areas.

Related: Learn how to change the status of a feature request.

Related: Learn how to use attributes to filter feature requests.

Why customize feedback and 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:

You can add, change, or delete the options for the “Status” attribute to match your workflow
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.
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.
You can add product marketing steps. For example, you could add “Needs Changelog Entry” or “Needs Blog Article”.
You can change public status names to customize the status your customers see on public voting boards and on the My Feedback page.
You can add, change, or delete stages in your customer journey to reflect the categories of people you actually receive feedback from.
You can add, change, or delete categories that describe how important a feature is to your customers. For example, you might prefer a scale of 1 to 5 over “Nice to have”, “Must have”, and “Dealbreaker”.
You can categorize feedback and feature requests into multiple products or product areas to correspond to how your Product teams are set up.

Customizing these features will ensure Savio is optimally supporting your teams.

How to customize feedback and feature request attributes

Each of the above feedback and feature request attributes can be altered from the same settings page. To get there, do the following:

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”.

You’ll see a full list of the feedback and feature request attributes that you can customize.

Click on the name of an attributes to customize it.

How to customize feature request status

The feature request status attribute tells you where in the development process a feature is. You can customize it so that it fits your workflow. To customize the status attribute, navigate to the “Manage Attributes” page (instructions) and click “Status”.

Add a new status option

To add a new status option:

1. Click “Add Status”.

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

Feature request priority is an attribute that you use to assign priority levels to feature request. It’s a useful way to identify the features you may want to assign early in your roadmap.

To customize the priority attribute, navigate to the “Manage Attributes” page (instructions) and click “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

Feature request effort is an attribute that you use to describe how much effort it would take to build a feature. It’s a useful way to identify quick features and those that might take up more time.

To customize the effort attribute, navigate to the “Manage Attributes” page (instructions) and click “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”.

How to customize Feedback From options

The “Feedback From” field applies to individual pieces of feedback rather than feature requests. It helps you identify which kind of person is giving feedback or making a feature request.

For example, at Savio, we like to know the difference between feedback given by a current customer versus a prospect versus a churned customer, and so on.

You can customize the attribute to make sense for the categories that matter to your teams. To customize the Feedback From attribute, navigate to the “Manage Attributes” page (instructions) and click “Feedback From”.

How to enable and disable the Feedback From attribute

You can choose to have the Feedback From attribute active or not. Enabling the Feedback From attribute will show it everywhere that feedback is collected—e.g. the Chrome Extension, Slack App, Zendesk App, etc.

A green “Enabled” icon indicates that the attribute is currently active while a red “Disabled” icon indicates that the attribute is not currently active.

The Feedback From attribute is enabled by default. To disable it:

1. Click into the “Feedback From” attribute.

2. Uncheck the “Enabled” checkbox.

3. To enable the Feedback From attribute again, check the “Enabled” checkbox.

Add a new Feedback From option

To add a new Feedback From option:

1. Click “+ Add Choice”.

2. Write your new choice in the “Display Name” field and click “Save Choice”.

Now you’ll see that choice in the list of choices.

Edit a Feedback From option

To edit the name of a Feedback From option:

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 Feedback From option

To delete the name of a Feedback From option:

1. Hover your mouse over the option and click on the edit icon.

2. Click the “Delete Feedback From” icon.

How to customize the Importance attribute

The “Importance” attribute applies to individual pieces of feedback. It helps you understand how important a feature is to the person who asked for it.

For example, at Savio, we like to know if a person thinks a feature that they ask for is a “Nice to have” versus a “Must have” versus a “Dealbreaker”.

You can customize the attribute to make the categories for Importance make sense for your team. To customize the Feedback From attribute, navigate to the “Manage Attributes” page (instructions) and click “Importance”.

How to enable and disable the Importance attribute

You can choose to have the Importance attribute active or not. Enabling the Importance attribute will show it everywhere that feedback is collected—e.g. the Chrome Extension, Slack App, Zendesk App, etc.

A green “Enabled” icon indicates that the attribute is currently active while a red “Disabled” icon indicates that the attribute is not currently active.

The Importance attribute is enabled by default. To disable it:

1. Click into the “Importance” attribute.

2. Uncheck the “Enabled” checkbox.

3. To enable the Importance attribute again, check the “Enabled” checkbox.

Add a new Importance option

To add a new Importance option:

1. Click “+ Add Choice”.

2. Write your new choice in the “Display Name” field and click “Save Choice”.

Now you’ll see that choice in the list of choices.

Edit an Importance option

To edit the name of an Importance option:

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 an Importance option

To delete the name of an Importance option:

1. Hover your mouse over the option and click on the edit icon.

2. Click the “Delete Importance” icon.

How to customize Product and Product Areas options

The products and product areas features let you categorize feedback and feature requests into multiple products and product areas. It’s ideal if you have more than one Product team and they want to be able to filter to see only the feedback and feature requests relevant to them.

For example, imagine you have:

An iOS app
An Android app
A web app

The products feature lets you categorize your feedback and feature requests into the relevant product.

Or, imagine you have one product, but multiple areas within the product. For example, imagine that within your web app, you have:

Features related to integrations
Features related to onboarding
Features related to the core app
Features related to billing

The product areas feature lets you categorize your feedback and feature requests within those product areas.

Note: Products and product areas are available only on some plans. See our pricing page for details.

How to set up and use products and product areas

Product and product areas are a little complicated, so we’ve given them their own article. Learn how to set up products and product areas here.

Last Updated: November 17 2022

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