Categories
Group feedback and roadmap posts into broad themes — Idea, Bug, Question — so your team and customers can navigate by topic.
What Is a Category?
A category is a single, broad classification for a post. Every post has at most one category (it's optional, but choosing one is encouraged). Think of categories as the top-level shelf in a library — a coarse grouping that helps people scan.
Categories are organization-wide: the same pool is reused across every feedback and roadmap board. New workspaces come with a small starter set of categories that you can edit, remove, or add to at any time.
Manage Categories
Open Categories
Go to Settings → Categories.
Add or edit a category
Each category has:
- Name — what users see (e.g., "Bug Report")
- Color (optional) — used as a small swatch in admin filters and on the portal
- Show on Feedback Board — make this category available on feedback boards
- Show on Roadmap Board — make this category available on roadmap boards
Reorder
Drag categories to change the order they appear in the category picker on the public portal.
Delete
You'll be asked to confirm before deletion. A category that's still assigned to posts can't be deleted — move those posts to a different category first.
Categories vs. Tags vs. Custom Fields
These three concepts overlap, so here's when to use which:
| Use | When | Examples |
|---|---|---|
| Category | One broad theme per post | Idea, Bug, Question, Praise |
| Tag | Multiple labels per post for filtering | High Impact, Mobile, Enterprise, Beta |
| Custom Field | Structured per-post data | Customer ARR, Urgency level, Account ID |
Rule of thumb: categories help navigate, tags help filter, custom fields help report.
Scoping Categories to Feedback or Roadmap
The Show on Feedback Board and Show on Roadmap Board checkboxes control which surface a category appears on — they scope the category to feedback boards, roadmap boards, or both. They are not a public-vs-admin visibility control.
If a category only makes sense for feedback (e.g., "Bug Report") but not for roadmap items, turn off Show on Roadmap Board for that category. It will disappear from the roadmap category picker but stay available for feedback posts.
Less is more with categories. If you find yourself with more than 8–10 categories, you're probably trying to do filtering work that tags handle better. Keep categories broad.