Work with analytics projects
Projects in Userorbit let you organize feedback, announcements, and roadmap items into separate workstreams. If you manage multiple products, features, or customer segments, projects help you keep everything organized and focused.
Creating a project
- Navigate to Settings → Projects in the dashboard.
- Click Create Project.
- Enter a project name that clearly identifies the product or workstream (e.g., "Mobile App", "API Platform", "Enterprise Dashboard").
- Optionally add a description to help team members understand the project scope.
- Click Create.
The new project appears in the project switcher in the dashboard sidebar, and team members can start adding content to it.
Configuring project tracking
Each project has its own set of configuration options:
- Feedback statuses — customize the status workflow for this specific project. You might use different statuses for a feature-request project versus a bug-tracking project.
- Labels — while labels are shared across the workspace, you can configure which labels are most commonly used within a project for quicker access.
- Portal visibility — choose whether this project content appears on the customer portal. Some projects may be internal-only.
- Default assignee — optionally set a team member who is automatically assigned to new feedback in this project.
Switching between projects
Use the project switcher in the dashboard sidebar to navigate between projects. The switcher shows all projects you have access to. When you select a project, the feedback list, announcements, and roadmap views filter to show only content belonging to that project.
Select All Projects to see a combined view of content across every project.
Managing multiple projects
As you add projects, keep these organizational principles in mind:
- One project per product — if you have distinct products with separate customer bases, each should be its own project.
- Shared labels — use consistent labels across projects so you can filter and report across the entire workspace.
- Project-specific portals — each project can have its own portal visibility setting, so customers only see feedback relevant to the product they use.
Archiving old projects
When a project is no longer active — perhaps a product has been sunset or a major initiative is complete — you can archive it:
- Go to Settings → Projects.
- Click the three-dot menu next to the project.
- Select Archive.
Archived projects are hidden from the project switcher and daily views but are not deleted. You can unarchive them at any time if you need to access historical data. All feedback, announcements, and roadmap items within the archived project are preserved.
Deleting a project
If you need to permanently remove a project:
- Archive the project first.
- In the archived projects list, click the three-dot menu.
- Select Delete Permanently.
- Confirm by typing the project name.
This permanently deletes all content within the project. This action cannot be undone.
Tips
- Do not create too many projects. If content naturally belongs together, keep it in one project and use labels for sub-categorization.
- Archive rather than delete when you are unsure. Historical feedback is often valuable for future reference.
- Set clear ownership for each project by assigning a default team member as the primary triager.