Setup & OrganizeCategories

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.

Default Categories

When you create a workspace, ProductBridge seeds four default categories:

CategoryUse For
IdeaFeature requests and new ideas
ProblemBug reports and complaints
QuestionThings customers want clarified or explained
PraisePositive feedback and kudos

You can edit, remove, or add to these 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")
  • Description (optional) — a one-line hint shown in the picker
  • Color (optional) — used as a small swatch in admin filters and on the portal
  • Show on Feedback — toggle on to make this category available on feedback boards (default: on)
  • Show on Roadmap — toggle on to make this category available on roadmap boards (default: on)

Reorder

Drag categories to change the order they appear in the category picker on the public portal.

Delete

Deleting a category doesn't delete the posts assigned to it — those posts simply lose their category. You'll be asked to confirm before deletion.

Categories vs. Tags vs. Custom Fields

These three concepts overlap, so here's when to use which:

UseWhenExamples
CategoryOne broad theme per postIdea, Bug, Question, Praise
TagMultiple labels per post for filteringHigh Impact, Mobile, Enterprise, Beta
Custom FieldStructured per-post dataCustomer ARR, Urgency level, Account ID

Rule of thumb: categories help navigate, tags help filter, custom fields help report.

Hiding Categories From Specific Features

If a category only makes sense for feedback (e.g., "Bug Report") but not for roadmap items, turn off Show on Roadmap for that category. It will disappear from the roadmap category picker but stay available for feedback posts.

This is also useful for tracking categories — you might keep an "Internal Only" category visible to admins but hidden from the public portal.

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.

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