> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tracked Items Overview

> Track commitments, requests, problems, ideas, releases, and other business objects extracted from your conversations — with automatic routing, triage, and promotion to projects

Tracked Items capture the business objects that surface in your conversations — commitments made to customers, feature requests, problems reported, ideas proposed, releases planned. Each item carries the signals it came from, links to related Linear / GitHub work, and a lifecycle that moves from automatic detection through triage to active project work.

## Lifecycle at a Glance

The 2026-04-28 update introduced an end-to-end lifecycle for tracked items: automatic routing → triage → projects.

<Steps>
  <Step title="Detected automatically">
    BuildBetter classifies signals from your conversations and creates a tracked item when one looks important enough to track (`in_triage: true`).
  </Step>

  <Step title="Land in Triage">
    The item appears in the [Triage Signals tab](../Triage/signals) for human review. You can assign, change type/status, merge duplicates, correct misclassifications, push to Linear, or promote to a project.
  </Step>

  <Step title="Promote to a Project">
    Promoted items move to [/projects](../Projects/overview) with `in_triage: false` and `status: in_progress` — and bring their signals, calls, and Linear/GitHub links with them.
  </Step>

  <Step title="Track to completion">
    From `/projects`, the tracked item runs through stages (Scoping → In progress → In review → Shipping → Released → Stable) with rollups, integrations, and close-the-loop tracking. See [Project Detail](../Projects/project-detail).
  </Step>
</Steps>

You can also create tracked items manually — they enter triage by default and follow the same path.

## What's New (2026-04-28)

* **Automatic routing** — high-urgency signals create tracked items in triage automatically
* **AI Route** — propose attaching to an existing project or creating a new one ([details](../Triage/ai-routing))
* **Merge & correction** — duplicate detection with `MergeDuplicateModal`; misclassification feedback via `CorrectionModal` ([details](../Triage/promote-and-merge))
* **Promotion to Projects** — single and bulk promote from any Triage tab
* **Related Linear / GitHub linking** — Linear tickets, PRs, and authors carry over when items move

## What Is Tracked?

Tracked is a system for organizing and monitoring the things that matter to your business. Create object types for different categories—like commitments, requests, or releases—then populate them as these items emerge from customer conversations, internal meetings, and other data sources.

<CardGroup cols={2}>
  <Card title="Business Objects" icon="cube">
    Track commitments, requests, problems, ideas, releases, use cases, objections, and more
  </Card>

  <Card title="Custom Properties" icon="sliders">
    Add properties like owner, status, priority, account, initiative, or any custom field
  </Card>

  <Card title="Conversation Links" icon="link">
    Connect objects to extracted signals showing where they were mentioned
  </Card>

  <Card title="Multiple Views" icon="table-columns">
    View objects in table or kanban layouts, filtered and sorted your way
  </Card>
</CardGroup>

## What Can You Track?

Tracked is designed for business objects that emerge from conversations and need ongoing monitoring:

### Commitments & Promises

Things you've committed to customers or stakeholders:

* "We promised Acme Corp we'd have SSO by Q2"
* "Told the enterprise team we'd prioritize bulk import"
* "Committed to fixing the sync issue by next week"

### Requests & Feature Asks

What customers and users are asking for:

* Feature requests from discovery calls
* Enhancement suggestions from support tickets
* Integration requests from sales conversations

### Problems & Issues

Pain points and challenges surfaced in conversations:

* Recurring customer complaints
* Workflow blockers mentioned in calls
* Technical issues affecting multiple accounts

### Ideas & Opportunities

Concepts and possibilities worth tracking:

* Product ideas from customer conversations
* Market opportunities identified in sales calls
* Process improvements suggested by team members

### Releases & Launches

Things you're shipping or have shipped:

* Product releases and their status
* Feature launches with rollout tracking
* Updates communicated to customers

### Use Cases & Objections

Patterns from sales and success conversations:

* How customers are using (or want to use) your product
* Common objections heard in sales calls
* Competitive situations and outcomes

## Core Concepts

### Object Types

Object types define what category of things you want to track. Examples:

* **Commitments**: Promises made to customers
* **Requests**: Feature and enhancement asks
* **Problems**: Issues and pain points
* **Ideas**: Opportunities and concepts
* **Releases**: Product launches and updates
* **Use Cases**: Customer scenarios and applications
* **Objections**: Sales concerns and blockers

### Properties

Properties are the fields you add to track details about each object. Common properties include:

| Property       | Type        | Example Use                       |
| -------------- | ----------- | --------------------------------- |
| **Status**     | Select      | Open, In Progress, Done, Won't Do |
| **Priority**   | Select      | High, Medium, Low                 |
| **Owner**      | User        | Who's responsible                 |
| **Account**    | Text/Object | Which customer it's for           |
| **Due Date**   | Date        | When it needs to be done          |
| **Initiative** | Select      | Which initiative it relates to    |
| **Quarter**    | Select      | Q1, Q2, Q3, Q4                    |
| **ARR Impact** | Number      | Revenue associated                |
| **Source**     | Select      | Sales, Support, Product, Internal |

You can create any custom property to capture what matters for your tracking needs.

### Objects

Objects are the individual items you create—each commitment, request, problem, etc. Every object:

* Belongs to an object type
* Has values for defined properties
* Can link to signals from conversations where it was mentioned
* Appears in views based on its property values

## Key Features

### Extraction Links

Connect objects to your conversation intelligence:

* **Link signals**: Associate extracted signals with relevant objects
* **See context**: View the exact moments in calls where objects were discussed
* **AI suggestions**: Get recommendations for relevant extractions
* **Build evidence**: Accumulate mentions across multiple conversations

### Multiple Views

Visualize your tracked objects:

* **Table view**: Spreadsheet-style with sortable, filterable columns
* **Kanban view**: Board organized by status or other select properties
* **My Objects**: Filter to see only items assigned to you
* **Saved filters**: Create and share common filter combinations

### Import & Export

Move data in and out:

* **CSV import**: Bulk import objects from spreadsheets
* **Export data**: Download objects with all properties
* **Bulk operations**: Update multiple objects at once

## Getting Started

<Steps>
  <Step title="Create an Object Type">
    Go to **Settings → Features → Tracked** and click **Create Object Type**. Start with something common like "Commitments" or "Requests."
  </Step>

  <Step title="Add Properties">
    Define properties like Status, Owner, Priority, and Account. Start simple—you can add more properties later.
  </Step>

  <Step title="Create Your First Objects">
    Navigate to **Tracked** in the sidebar and start adding objects as they surface from conversations.
  </Step>

  <Step title="Link to Conversations">
    Connect objects to relevant signals to maintain context and evidence.
  </Step>

  <Step title="Review Regularly">
    Use views to monitor open items, track progress, and ensure nothing falls through the cracks.
  </Step>
</Steps>

## Common Object Types by Team

<Tabs>
  <Tab title="Product">
    **Requests**

    * Properties: Status, Priority, Requester Count, Account, Initiative, Effort
    * Track: Feature requests, enhancements, integration asks

    **Problems**

    * Properties: Status, Severity, Affected Accounts, Owner, Root Cause
    * Track: Customer pain points, workflow blockers, UX issues

    **Ideas**

    * Properties: Status, Category, Potential Impact, Source
    * Track: Product concepts, improvement opportunities, innovation ideas
  </Tab>

  <Tab title="Customer Success">
    **Commitments**

    * Properties: Status, Account, Owner, Due Date, Made By, Made To
    * Track: Promises to customers, timeline commitments, feature promises

    **Problems**

    * Properties: Status, Account, Severity, Owner, Resolution
    * Track: Account issues, escalations, at-risk situations

    **Use Cases**

    * Properties: Account, Category, Status, Success Metrics
    * Track: How customers use your product, expansion opportunities
  </Tab>

  <Tab title="Sales">
    **Objections**

    * Properties: Category, Frequency, Win Rate Impact, Response
    * Track: Common concerns, competitive objections, pricing pushback

    **Commitments**

    * Properties: Account, Deal, Owner, Due Date, Status
    * Track: Promises made during sales process

    **Use Cases**

    * Properties: Industry, Company Size, Category, Outcome
    * Track: How prospects want to use your product
  </Tab>

  <Tab title="Leadership">
    **Commitments**

    * Properties: Status, Owner, Stakeholder, Quarter, Initiative
    * Track: Strategic commitments, board promises, team commitments

    **Releases**

    * Properties: Status, Target Date, Owner, Initiative, Impact
    * Track: Product launches, feature releases, major updates

    **Ideas**

    * Properties: Status, Category, Strategic Fit, Owner
    * Track: Strategic opportunities, market ideas, expansion concepts
  </Tab>
</Tabs>

## Property Design Tips

### Essential Properties

Most object types benefit from these core properties:

* **Status**: Track lifecycle (Open → In Progress → Done)
* **Owner**: Who's responsible for this object
* **Priority**: How important or urgent it is
* **Source**: Where it came from (Sales, Support, Product, etc.)

### Context Properties

Add context to understand each object better:

* **Account/Customer**: Which customer it relates to
* **Initiative/Project**: What larger effort it connects to
* **Quarter/Timeline**: When it's relevant
* **Notes**: Free-form details and context

### Measurement Properties

Track impact and outcomes:

* **ARR/Revenue**: Financial impact
* **Frequency/Count**: How often it's mentioned
* **Effort/Size**: Implementation complexity
* **Outcome**: What happened (Won, Lost, Shipped, etc.)

<Tip>
  Start with 4-6 essential properties. You can always add more as you learn what's useful. Too many properties upfront can slow down object creation.
</Tip>

## Integration with BuildBetter

### From Signals to Objects

Tracked objects connect to your conversation intelligence:

1. Signals are extracted from calls and data
2. Create objects for important items (commitments, requests, etc.)
3. Link relevant signals to each object
4. Build up evidence and context over time
5. Track resolution and outcomes

### With Knowledge Pages

Use Knowledge for process documentation, Tracked for the items themselves:

* **Knowledge**: "How we handle customer commitments" (the process)
* **Tracked**: Individual commitments you've made (the items)

### With Documents

Generate reports and summaries from tracked objects:

* Create documents summarizing open requests by account
* Generate commitment reports for QBRs
* Build release notes from tracked releases

<Info>
  Tracked is available with the appropriate feature flag enabled. Contact your workspace admin to enable object tracking.
</Info>
