Creating posts is available to team members with access to the workspace.
Create a post
Add a title and description
Give the post a short, specific title, then describe the request in the body — what’s needed and why. The description supports rich formatting; see Write and format the description below.
Set the properties (optional)
In the panel on the right, set the status, category, precedence, owner, and estimate for the post. You can change any of these later.
Write and format the description
The description is a rich-text editor, so you have three ways to style your text.Type in Markdown
Use Markdown shortcuts as you type and they convert instantly:| Type | Result |
|---|---|
# | Heading |
- or * | Bulleted list |
1. | Numbered list |
> | Quote |
``` | Code block |
**bold** | Bold |
*italic* | Italic |
Use the ”/” menu
Type/ on a new line to open the formatting menu, then pick a block — Heading 1–3, Bulleted list, Numbered list, Quote, Code block, or Divider.
Select text for inline styling
Select any text to bring up the styling toolbar, then apply Bold, Italic, Strikethrough, Inline code, or a Link.
Post on behalf of someone else
When you’re logging feedback a customer gave you, you can credit the post to them instead of yourself. In the Author section of the properties panel, click the author and choose who the post is from:- Post as yourself — the default; the post is credited to you.
- An existing user or team member — search by name and select them.
- A new user — type an email address and select Add to create the user and assign the post to them.
The author can only be set while you’re creating the post. Once it’s published, the author is fixed.
Attach images and files
Use the paperclip Attach files button below the description to add screenshots, mockups, or documents to a new post. The size limits and allowed file types come from your workspace settings. By default only images are accepted.
Attachments are added as the post’s first comment, not embedded in the description itself. This keeps the original request text clean while still linking the files to the post. Attachments can only be added while creating the post.
Set the post properties
The properties panel on the right controls how the post is categorized and prioritized. You can set these while creating the post or change them any time afterward.
| Property | What it does | Values |
|---|---|---|
| Status | The stage of the post in your workflow. New posts start as Open. | Any status configured in your workspace (Open, Planned, In progress, Complete, and so on). |
| Category | The type of feedback, used to group and filter posts. Manage the options in Categories. | Any category configured in your workspace (for example Feature or Bug). |
| Precedence | Your internal priority for the post, separate from user votes. Use it to sort what your team looks at first. | High, Medium, Normal (default), or Later. |
| Owner | The team member responsible for the post. | Any admin or team member in your workspace. |
| Estimate | The expected delivery timeframe, shown to users on the post. It also places the post on the Month and Quarter roadmap. | A month and year, for example March 2026. |
Next steps
Organize your roadmap
Group posts by status or timeline and move them across columns as they progress.
Review incoming feedback
Approve, merge, and triage posts your users submit.