Monday.com Dropdown Template for Customer Feedback

Customer Feedback Template Overview

Collect and route customer feedback with automated categorization and follow-up.

Board Structure

Groups

• Unprocessed
• In Review
• Actioned
• Closed

Columns

Column	Type	Purpose
Feedback	Text	Track feedback
Category	Dropdown	Options: Feature Request, Bug Report, Praise, Complaint, Question
Sentiment	Dropdown	Options: Positive, Neutral, Negative, Critical
Priority	Text	Track priority
Source	Dropdown	Options: Support Ticket, Survey, Social Media, Sales Call, NPS
Customer	Text	Track customer
Status	Text	Track status

## Dropdown Configuration

Category

Options: Feature Request → Bug Report → Praise → Complaint → Question

Sentiment

Options: Positive → Neutral → Negative → Critical

Source

Options: Support Ticket → Survey → Social Media → Sales Call → NPS

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Sentiment is Critical → escalate to VP + create response task
• When Category is Feature Request → route to product team + add to roadmap
• When Category is Bug Report → create bug ticket on engineering board

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Unprocessed, In Review, Actioned, Closed
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships