How to Create and Manage Feedback Scopes
Create Feedback Scopes to define what feedback is about and who can take part, then edit, duplicate, enable, disable, set to read-only or delete them from the Feedback Scopes page.
How do I create a new Feedback Scope?
Go to Modules > Feedback > Feedback Scopes.
Select New Scope.
Enter a Scope Title (required) and, if you want, a Scope Description.
In Choose a context for this scope, keep General Feedback or, if they are listed, choose Objectives Feedback, Key Results Feedback or Initiatives Feedback. The OKR contexts only appear when feedback on OKRs is active on your platform.
If needed, turn on Private Feedback Answers or Read-Only Mode.
In Groups Segmentation, select groups if only some users should take part. With no groups, all users can give and receive feedback in the scope.
If you see permission options (Team Managers or Self-Feedback Only, or Feedback Permissions), set them as needed. See Feedback Scope Settings Reference.
Keep Enabled on if users should use the scope right away.
Select Create.
After you create the scope, the platform opens its Feedback Scope Details page so you can add questions.
For scopes with an OKR context (Objectives Feedback, Key Results Feedback or Initiatives Feedback), users must select the objective, key result or initiative when giving or asking for feedback.
How do I edit an existing Feedback Scope?
Go to Modules > Feedback > Feedback Scopes.
In the scope row, open the actions menu and select Quick Edit. You can also open the scope and select Edit on the Scope Details panel.
Update the fields you need.
Select Save.
Which statuses can a scope have?
In Modules > Feedback > Feedback Scopes, the Status column shows one of two values:
Enabled: users can use the scope to give and ask for feedback.
Disabled: the scope is not available for users' feedback. Hover the label to see the reminder to enable it.
An Enabled scope with a lock icon is in Read-Only Mode: no new feedback can be submitted, but all previously submitted feedback, both received and given, stays visible.
When every scope is disabled, the page shows the message All Feedback Scopes are currently disabled, preventing users from providing feedback. Enable at least one scope so users can give feedback again.
How do I enable, disable, duplicate or delete a scope?
Open the actions menu in the scope row:
Disable stops users from giving feedback in that scope. Enable makes it available again.
Duplicate creates a copy of the scope and opens it.
Delete removes the scope after you confirm Are you sure you want to delete this Scope?.
You can also change the Enabled toggle in the scope form, opened with Quick Edit in the actions menu or with Edit on the scope details page.
If you only want to stop new feedback, use Disable or Read-Only Mode instead of deleting the scope.
How do I set a scope to read-only?
Open the scope form with Quick Edit, or open the scope and select Edit.
Turn on Read-Only Mode.
Select Save.
Use this when a feedback process is closed but you want to keep its history visible. Turn the option off to accept new feedback again.
How do I export or import Feedback Scopes?
If you are an administrator, use Export Scopes and Import Scopes at the top of the Feedback Scopes page. The export downloads a JSON file, and the import asks for that file in Select JSON file. See Feedback Scope Export and Import.
Where can I manage the questions inside a Feedback Scope?
Select the scope name, or the arrow at the end of the row, to open Feedback Scope Details. The Scope Questions List panel is on that page. Select New Question to add a question, or use the row actions (Edit, Duplicate, Disable/Enable, Delete) on existing questions. See How to Create and Manage Scope Questions.