Cycle's help center
LegalCompany
  • đź§±Core Documentation
    • ⚙️First Workspace Setup
    • 🚀Capturing Feedback
    • ⚡Processing Feedback
    • 📊Analyzing Data
    • 🤩Closing the Loop
  • 📚Guides
    • đź”—Integrations
      • HubSpot
      • Salesforce
      • Linear
      • GitHub
      • Notion
      • Slack
      • Intercom
      • Zapier
      • Call recording
      • Email
      • Chrome extension
      • Gong
      • Zendesk
      • Modjo
    • đź‘·Customer Sync
      • Customer Data Ingestion
      • Exporting Salesforce Customer data
      • Exporting HubSpot Customer data
    • 🏷️Properties
    • 🌆Views
    • 📝AI-powered editor
    • đź””Notifications
    • 📢Release Notes & Public Changelog
  • đź“–Cycle Glossary
  • 🥳Latest Features
    • đź§ Custom Prompts
    • đź“‚Product Areas
    • 📊Cycle Dashboards
    • 🤖Cycle Ask – Your On‑Demand Product Analyst
Powered by GitBook
On this page
  • Built-in & Custom Properties
  • đź”§ Create a Custom Property
  • đź’ˇ Property Suggestions
  • 🌀 Property Inheritance

Was this helpful?

  1. Guides

Properties

Properties bring structure to your data in Cycle. Whether you’re triaging feedback, categorizing quotes, or segmenting requests, properties help you slice and dice information based on what matters most to your team.

Built-in & Custom Properties

Every doc type — Feedback, Quote, and Request — comes with built-in properties to help you get started:

  • Reporter: Who submitted it

  • Source: Where it came from (e.g. Slack, Intercom)

  • Status: Lifecycle stage (e.g. “To Process”, “Processing”, “Processed”)

But you don’t have to stop there. You can create custom properties that reflect your unique workflows.


đź”§ Create a Custom Property

Custom properties let you tailor your workspace. For example: mark urgency levels, indicate platforms affected, or assign a responsible team.

Here’s how to create one:

  1. Go to your Workspace Settings → Properties.

  2. Scroll to the bottom and click Add new.

  3. Give your property:

    • A name (e.g., “Urgency”)

    • A field type (Single select, Multi-select, Checkbox, Date picker, URL, etc.)

    • A color (optional)

  4. Click Save.

  5. Choose which Doc Types this property applies to: Feedback, Quote, Request—or all three.

  6. Optionally, filter even deeper:

    • Link the property to specific Request types (e.g. only show Affected Platforms for “Problems”, not “Feature Requests”).


đź’ˇ Property Suggestions

Here’s what our power users often create. Use them as inspiration:

Property

Type

Use Case

Priority / Importance

Single select

Triage feedback by urgency

Complexity / Effort

Single select

Evaluate implementation difficulty

Impact

Single select

Estimate user or business impact

Time Horizon

Single select

Classify by urgency: Now, Soon, Later

Sprint

Date picker

Track in which sprint it was addressed

Internal Resource

URL

Link to spec, design, or issue tracker


🌀 Property Inheritance

Cycle supports top-down inheritance for properties that are shared between doc types. This keeps related data aligned across Feedback, Quotes, and Requests.

Default chain:

Feedback → Quote → Request

Here’s how it works:

  • If a property is shared, it flows down:

    • Updating a Feedback’s Urgency updates the linked Quotes and Request Urgency.

  • If a child doc already has a value, it won’t be overwritten—unless it’s an Quote, which always inherits.

  • If a property isn’t shared, it won’t be inherited at all.

Example:

  • “Urgency” is shared across Feedback, Quotes, and Requests → inheritance works.

  • “Effort” is only used in Requests → Quotes won’t inherit it.


Properties help your team bring order to chaos. Structure your data without stripping away context—and power up your views, filters, and workflows.

PreviousExporting HubSpot Customer dataNextViews

Last updated 8 days ago

Was this helpful?

Here's a short video guide showing how to create a Affected Platforms property

📚
🏷️
👇