Documentation/Best Practices
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Best Practices

Get the most out of IdeaLift

The difference between teams that succeed with feedback management and those that don't isn't the toolβ€”it's the process. This guide shares proven practices for capturing, organizing, and acting on product feedback with IdeaLift.

Capturing Ideas Effectively

1. Lower the Friction

The easier it is to capture an idea, the more ideas you'll capture.

  • β€’Use emoji reactions: A single πŸ’‘ reaction is faster than filling out a form
  • β€’Capture where conversations happen: Don't ask people to go to a separate tool
  • β€’Let AI do the formatting: Raw messages become structured ideas automatically

2. Capture Everything, Filter Later

It's better to capture too much than too little. You can always reject ideasβ€” you can't recover ideas you never captured.

  • β€’When in doubt, react with πŸ’‘
  • β€’Use the inbox for triage, not the chat channel
  • β€’Include context: who said it, when, and why

3. Train Your Team

Everyone should know how to capture ideas, not just product managers.

  • β€’Share this in your team channel: "React with πŸ’‘ to any message that sounds like a feature idea"
  • β€’Engineers often spot technical improvements first
  • β€’Support teams hear customer pain points daily
  • β€’Sales knows what prospects are asking for

Organizing Your Inbox

4. Triage Weekly (or Daily)

Set aside regular time to process your inbox. A growing backlog is a sign the process isn't working.

Weekly Triage Checklist:

  • β–‘ Review all new ideas in inbox
  • β–‘ Merge duplicates
  • β–‘ Add missing categories
  • β–‘ Move ready ideas to "Approved"
  • β–‘ Reject ideas that don't fit
  • β–‘ Push approved ideas to issue tracker

5. Use Categories Consistently

Categories help you spot patterns. Keep them simple and consistent.

Good Categories

  • β€’ Feature
  • β€’ Bug
  • β€’ Improvement
  • β€’ Performance
  • β€’ UX

Avoid

  • β€’ Too many categories (>10)
  • β€’ Overlapping categories
  • β€’ Categories nobody uses
  • β€’ Vague categories like "Other"

6. Merge Duplicates Aggressively

Multiple people asking for the same thing is a signal. Merge related ideas to see the full picture.

  • β€’IdeaLift's AI finds similar ideas automatically
  • β€’Merged ideas show "3 people asked for this" context
  • β€’Use search to find related ideas before approving

Acting on Ideas

7. Push to Your Issue Tracker

Ideas should become issues. IdeaLift makes this one click.

  • β€’Connect GitHub, Linear, or Jira
  • β€’When you approve an idea, push it immediately
  • β€’The issue includes a link back to the original conversation

8. Say No (and Explain Why)

Not every idea should be built. Rejecting ideas is as important as accepting them.

  • β€’Be direct: "We won't build this" is better than silence
  • β€’Explain briefly: "Doesn't fit our focus" or "Too complex for ROI"
  • β€’Close the loop: Let the requester know their idea was considered

9. Use Status Sync

When an issue is completed in Jira or Linear, IdeaLift automatically updates the idea status.

  • β€’Enable webhooks in your issue tracker
  • β€’Ideas automatically move to "Shipped" when issues close
  • β€’No manual status updates needed

Closing the Loop

10. Acknowledge Every Idea

People stop sharing feedback when they feel ignored. Simple acknowledgment keeps the ideas flowing.

  • β€’IdeaLift sends a confirmation when ideas are captured
  • β€’The original author knows their idea was received
  • β€’Follow up when you ship something they requested

11. Share What You Shipped

When you ship something that came from feedback, tell people.

  • β€’Use the changelog feature (Scale plan) to announce releases
  • β€’Post in your community: "You asked, we built it!"
  • β€’Tag the original requesters when possible

Team Workflow Tips

12. Assign an Owner

Someone needs to own the feedback process. "Everyone's job" means "nobody's job."

  • β€’Designate a triage owner (usually PM or product lead)
  • β€’Set a recurring calendar block for inbox triage
  • β€’Rotate ownership on larger teams

13. Review Trends Monthly

Look at the big picture, not just individual ideas.

  • β€’What categories are getting the most ideas?
  • β€’Which team members are capturing the most?
  • β€’What's the average time from capture to ship?
  • β€’Use IdeaLift's analytics to spot patterns

14. Connect Multiple Sources

Don't just use one capture method. The best teams funnel ideas from everywhere.

Internal Sources

  • β€’ Slack/Discord/Teams reactions
  • β€’ VS Code extension (from code)
  • β€’ Chrome extension (from anywhere)
  • β€’ Email forwarding

External Sources

  • β€’ Zendesk tickets
  • β€’ HubSpot CRM
  • β€’ Public submission portal
  • β€’ Jira Forge app

Common Anti-Patterns to Avoid

  • βœ—

    The Graveyard Backlog

    Ideas go in, nothing comes out. If your inbox only grows, fix the process.

  • βœ—

    Capture Without Action

    Capturing ideas but never pushing them to your issue tracker.

  • βœ—

    Over-Processing

    Adding too many fields, tags, and scoring. Keep it simple.

  • βœ—

    Silent Rejection

    Rejecting ideas without explanation. People will stop sharing.

  • βœ—

    Single-Source Capture

    Only capturing from one channel. Ideas come from everywhere.

Quick Reference

Daily

  • β€’ React to interesting messages with πŸ’‘
  • β€’ Glance at inbox for urgent items

Weekly

  • β€’ Triage inbox completely
  • β€’ Merge duplicates
  • β€’ Push approved ideas to issue tracker
  • β€’ Reject ideas that don't fit

Monthly

  • β€’ Review analytics for trends
  • β€’ Check stale ideas
  • β€’ Update categories if needed

When Shipping

  • β€’ Update idea status to Shipped
  • β€’ Notify original requesters
  • β€’ Add to changelog

Ready to Get Started?

Put these practices into action with IdeaLift.