Triage Unprocessed Notes in Productboard
Filter the insights board for Unprocessed feedback, review each source, link useful passages, and use Mark processed when review is complete. Processing is a review state rather than a delivery commitment.
Before you start: Have access to insights boards and suitable Feature ideas. Agree who owns the queue so processing does not depend on every PM checking every note.
Worked example: A customer email includes an export request, an unrelated billing question and a screenshot. Link the export evidence, route the billing issue appropriately and preserve the relevant image context.
Step-by-step guide
Narrow the review queue
On the insights board use Filtered by to choose the Unprocessed status. Add the responsible owner or source when dividing work.
Check attribution and context
Open a note and verify User, Company and owner. Read the thread before treating a quote as a confirmed product problem.
Extract the usable insight
Highlight the relevant text or image, choose Link to and select the appropriate Feature. Set importance from the customer’s actual need.
Record an unresolved question
If clarification is needed, leave a comment and @mention the colleague who can follow up. Do not create speculative Features merely to empty the inbox.
Finish the review state
Click Mark processed at the bottom right once the note has no remaining insights to extract. Use bulk processing only for a genuinely reviewed selection.
Common mistakes
Processing to make the queue look healthy
A clean count is not evidence quality. Keep unanswered consequential questions visible and owned.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.