Customising topics

This guide covers creating and managing topics to categorise ideas.

What are topics?

Topics are labels you can attach to ideas to help with organisation and filtering. They appear as hashtags (e.g., #feature-request, #bug-report, #integration).

Default topics

When you create a company, these default topics are set up:

• Feature request
• Bug report
• Improvement
• Integration
• User interface

You can customise these or create your own.

Creating topics

1. Go to Settings > Topics (in the Ideas & Feedback section)
2. Enter a name in the text field (you'll see a # prefix)
3. Click Add

Topic names:

• Can contain letters, numbers, and hyphens
• Should be short and descriptive
• Are displayed as hashtags on ideas

Editing topics

1. Go to Settings > Topics
2. Find the topic you want to edit
3. Click the edit icon
4. Change the name
5. Press Enter or click save

Edits affect all ideas that use this topic.

Deleting topics

1. Go to Settings > Topics
2. Find the topic you want to delete
3. Click the delete icon
4. Confirm deletion

Deleted topics are removed from all ideas. This action cannot be undone.

Only Admins can delete topics.

Setting topic limits

Control how many topics can be added to each idea:

1. Go to Settings > Topics
2. Find the Topic limit section
3. Enter a number (0 for unlimited)
4. Click Save

This prevents users from over-tagging ideas.

Using topics on ideas

When creating or editing an idea:

1. Look for the Topics field
2. Select existing topics from the dropdown
3. Or type to filter topics
4. Selected topics appear as tags

Filtering ideas by topic

1. Go to Ideas
2. Use the topic filter dropdown
3. Select one or more topics
4. Only ideas with those topics are displayed

Who can manage topics?

Best practices

Keep topics focused

• Use broad categories rather than specific features
• Too many topics makes filtering less useful
• Merge similar topics when possible

Use consistent naming

• Stick to a naming convention (e.g., all lowercase, hyphenated)
• Avoid abbreviations that may be unclear
• Review existing topics before creating new ones

Examples of good topics

Next steps

• Managing ideas - Create and organise ideas with topics
• User segments - Group users for targeted communications