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Triage Items

Triage items are potential work waiting for a decision. They can come from workspace items in review or from bugs and feature requests captured from connected apps.

For the planning workflow, see Triage.

Reviewer

A triage item can have a reviewer. The reviewer is responsible for deciding what should happen next, but the item is not execution work yet.

Reviewers can add comments, ask for more detail, change the reviewer, accept the item, decline it, or mark it as a duplicate of existing work.

Decisions

DecisionResult
AcceptThe item moves forward as an initiative or bug. It appears in Backlog unless the reviewer also chooses a different status or assignee.
DeclineThe item is closed as cancelled. It leaves the default triage queue but remains available through filters.
DuplicateThe item is closed as a duplicate and linked to the existing initiative or bug it repeats.
Change reviewerThe next reviewer gets the decision.

Accepted work should have enough title, description, ownership, and status detail for the next planning step. Bugs should have enough description or comments for someone to investigate before they move into execution.

Backlog visibility

Accepting or declining removes the item from the default triage queue. Accepted and declined items can still appear in Backlog when the right filters are enabled. Declined items appear as cancelled.

Duplicate items close against the selected existing work and should not create another roadmap or backlog item.

Fields to check

Review the fields that affect the decision: title, description, source app, reviewer, owner, assignees, status, priority, team, taxonomy, and comments.

Do not treat every field as required. The goal is a clear decision: keep the work, reject it, route it to someone else, or close it as a duplicate.


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Bugs

Capture defects with the detail needed for triage, ownership, and repair.

Ideas

Use ideas for accepted feature requests and product suggestions that are not bugs and are not planned yet.

Initiatives

Understand initiative fields, hierarchy, roadmap behavior, and initiative actions.

Initiatives & Bugs

Use initiatives for planned work and bugs for defects or incidents before work moves into planning or delivery.

  • Reviewer
  • Decisions
  • Backlog visibility
  • Fields to check
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