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Talk Productboard

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Diana in Customer EducationProductboard

posted in Talk Productboard

May 2022 - Customer Education Events

Hello, Product Makers! Diana from Customer Education here, with this month’s exciting array of hands-on clinics, live trainings, drop-in office hours and more.NOTE: Did you hear the news? Live trainings have been moved to our brand new Productboard Academy! Learn about it here. We recommend logging into Productboard before accessing the Productboard Academy for the first time. Weekly events Every Tuesday: Productboard 101Formerly known as “Getting Started with Productboard”New to Productboard? Get started with our 30 minute webinar covering the basics, with an optional 15 minutes for Q&A. We’ll show you how to turn customer feedback into actionable data, make quick feature prioritization decisions, and create simple roadmaps for your colleagues.Europe session: 10 AM Ireland Standard TimeNorth American session: 10 AM Pacific Standard Time Every Thursday: Productboard Coaching Office HoursFormerly known as “Live Productboard Coaching”Want to ask our team of Customer Success experts

28 days ago

scott.baldwinCommunity Lead

posted in Talk Productboard

Beta invite: Ingest external IDs through Intercom, Zendesk, Zapier and Notes API.

We will be enhancing our Intercom, Zendesk and Zapier integrations to bring in users’ external IDs. We will also be bringing this functionality to our Notes API.This will enable you to identify unique users, even if your source tool does not collect email addresses. Beyond making your security teams happy, this will also increase the number of other integrations your Productboard space is qualified for, such as bringing in user properties, segments or cohorts from your other tools. We will be launching this beta within the month. If you’re interested in participating, please comment below, and we’ll get you set up. We will also be available for hands-on support if you have any questions.

4 days ago

Daniel HollandsQuestioner

posted in Talk Productboard

Validation token does not match

Hi folks, I’m trying to set-up a plugin integration using a rails app, but have run into some problems. Specifically, I’m sending a POST request to /plugin-integrations with the relevant json, but I’m getting the following error back:{"errors"=> [{"code"=>"callback.probeFailed", "title"=>"Callback probe failed", "detail"=> "Validation token does not match. Expected 'text/plain' response containing 'fd5477f2-ce8f-419f-abad-b41a9c93f85d'. Please consult the probe description in the Callbacks section of the documentation. https://developer.productboard.com/index.html#operation/postPluginIntegration"}]} So far as I can tell, productboard’s server is hitting the URL I’m passing in (I’m seeing the incoming connection in my logs), which is definitely passing back the validation token as text/plain, but for some reason, it doesn’t like it.The screenshots below are using the Insomnia API client to (hopefully) prove that I’m returning the correct info: Please note, the UR

4 days ago

Carrie HuntQuestioner

asked in Talk Productboard

Custom Fields Dropdown Multiselect

How do I set up the custom field dropdown to be multi-select? I am mapping to a custom field in JIRA for Team Assigned and multiple teams could be assigned to the same Feature.

5 days ago

darren.smithCollaborator

asked in Talk Productboard

How many companies is too many?

I have a couple of questions:Q1: We have just setup the integration with Salesforce, and we are looking at how we filter the number of companies we import. What I am trying to understand is how many companies is too many to import? We have three categories Prospect Lead CustomerI see the benefit of importing all three but this will import approx 10,000 companies, what I don’t know is, is this a normal amount to import is this way too many or do people have way more than this? From this number the leads category contains just over 8,000 of those companies.Q2: We have manually imported a number of companies from a spreadsheet, these have insights tagged against them, how easy is it to move the insights to the automated Salesforce version of the company. Is it as simple as re-assigning the user, and what should be the order we do this in:Delete old company Import Salesforce companies Re-assign user to new companyorImport Salesforce companies Re-assign user to new company Delete old compa

8 days ago

susanshevQuestioner

asked in Talk Productboard

How can we highlight changes to our roadmap?

We’re putting a lot of work into refining our product feature plans & release activities and getting ready to make our roadmap “public” to the rest of the company.Is there a way to indicate what has changed recently on a roadmap? I know that the roadmap will display the latest & greatest PB feature information, which is awesome, BUT we may need to highlight large moves to ensure people understand that something moved.For example, Big-Feature-A is planned for Q2-22 release and has been communicated & discussed with the world. Something happened & now Big-Feature-A will be pushed to Q3-22. Simply looking at the latest roadmap will show the updated timeline, but unless you’ve memorized what was in Q2 & Q3, you may not notice. In addition, I may want to put a comment about WHY it moved, so that people understand the reasoning & logic behind the decision.

8 days ago

Chris HelbingQuestioner

asked in Talk Productboard

Trying to identify most valuable users and users with special tags to mark their insights

Hi Makers,We got a lot of insights from different users. As the time goes by we learned, that insights from some users are more useful than insights from other users (surprise!). I want to tag users (it is possible I know) as expert for a special function and list them. Having this list, I would like to get in contact with these users to question their opinion in more detail.What I am looking for is a view or list on these users. Is there anything I did not find, or a little add-on? Thanks,Chris

11 days ago

NibuCollaborator

asked in Talk Productboard

Documentation impact - and completion status

I remember discussing this issue briefly somewhere, but can’t seem to find it when I search.Here’s the issue. We put out new stuff every 6 weeks. Everything is tracked on Product Board. But of late, there’s an issue. We may have roadmap items that are just performance related (meaning no impact to documentation). Is there a way to filter for this so that the PMs responsible for the feature also indicate which features in a release has documentation impact AND,once it’s done, we (information development) can go back in and update a link to the content that’s created. So a single dashboard like view of all doc impact features - and links to the content.Do you use PB for this… or have some other way to do this. Currently, we create tables in confluence - but there’s usually something that falls through the cracks. Since there’s nothing that’s built that’s not there in PB, it’s probably a great place to track and check for documentation as well. Would love to hear your thoughts, ideas, so

15 days ago

RossQuestioner

posted in Talk Productboard

Optimal hierarchy for international product teams

Our productboard workspace is set up such that each ‘product’ = a product area.What is the recommendation for how to set up our hierarchy where we have:a UK product team a USA product teamThe two teams share the same engineering resources but there are product managers that are focused on delivering features for the UK and USA respectively. Whilst the underlying software being developed is the same, the two teams have different priorities, focuses and objectives.The UK team is larger and has product people assigned to specific product areas, whilst the US team has a handful of people focused on delivering across the full range of products. How would you recommend setting things up (feature hierarchy wise) so that the USA product team has a view on ALL features that they’re interested in?We’ve started out with a separate PB product for the USA team, and they use different components beneath that for each part of the system (for which there are already separate products in PB). This does

16 days ago

JDrummerQuestioner

posted in Talk Productboard

Zapier listening posts for competitor analysis other than twitter?

Hi guys, within our business we use Zapier to automate grabbing competitor tweets and pushing them to productboard where they then get processed as insights. However, we’ve found that with twitter, a lot of these accounts are tweeting stuff that is irrelevant like a reply to someone or a retweet, or self-advertising that cannot be used for insight generation. This means we get a lot - possibly a majority - of useless insights pushed to our ProductBoard.I was wondering if anyone uses Zapier for ProductBoard insights and competitor analysis (or anything else) and if they have better listening posts than twitter? Thanks, Jamie

17 days ago

ClausProductboard

posted in Talk Productboard

Tell us about how you prioritize today

We recently launched Formulas in Productboard. Enabling you to use well known frameworks such as RICE, WSJF or build your own custom prioritization formulas. Currently Formulas is limited to include Custom Number Fields. Next steps are to include:User Impact Score Drivers Segments ObjectivesBut before we do that, I am super curious to get some feedback on how you prioritize today. Here are some questions to get you started:How are you using formulas for prioritisation? How do you use drivers, whether with formulas or instead of them? Do you use the Prioritization Matrix? Do you use it in combination with the Drivers or Formulas? What prioritisation capabilities are missing from Productboard today?Thanks for sharing your feedback with us!

17 days ago

LucasFormitableCollaborator

posted in Talk Productboard

I built an integration with Asana and Productboard

I couldn’t find anything on this topic yet and would have loved if I found any resources. Hopefully this will help someone that is having the same problem as I was having.Since our PMM’s and other business units in our company work with Asana, I build a connection between Productboard and Asana that works similarly to the Jira integration. What does it do?This integration will allow you to push features from Productboard to Asana as Asana tasks. In our case, I need to decide together with the PMM’s and Sales Engineers if any content or training material is needed for a new feature. Content could be articles for our Help Center or screen recordings on how to work with the new feature. Training material could be adding the feature to our onboarding training or coming up with a couple of questions to make sure our Sales team has tried and knows about a new feature. What I find useful about this method:We used to have a weekly recurring meeting to go over all upcoming features and see if

22 days ago

susanshevQuestioner

asked in Talk Productboard

How do you tag Companies to an Insight for someone else?

As you’d expect, our Customer Success team talks to lots of customers who ask for “stuff”.We’re converting these requests into Insights, where the requestor is the internal CSM who had the discussion. Our PM’s will then associate to features.HOW can we associate the insight to the actual customer who’s asking for the thing vs. the person who created the Insight? Can we associate a single Insight to multiple customers who’ve asked for the same thing without having to create multiple Insights?

23 days ago

michael israelQuestioner

posted in Talk Productboard

How to use Productboard to track velocity of activity in Productboard

Does anyone know how to create a view that will give an overview of the activity in a given timeframe? It would be great to get an idea of what we’ve all contributed on a weekly basis and be able to flag things we wish to work on over the next week. In my mind, this is a more useful version of the daily summary.Ideally, I’d like to be able to keep a record of accomplishments in this manner as well as keep myself on track. Thanks in advance!

23 days ago

Daniel EnglishQuestioner

posted in Talk Productboard

Exposing Feature Request Trends at Executive Level

Hi There - Looking for best-practices on how to tell a thematic story regarding feature requests to the executive team. We collect insights and feature requests through our Insights area of Productboard. They come in via Salesforce, directly into Productboard, or via email. I then label the insights and they move into different collections.What I’m struggling with is how I can use Productboard and some of its integrations to tell a story to the executive team about feature request themes that we’re seeing. Our Support team does a great job using Salesforce to tell the story about ticket trends - what types of tickets are coming in, how many, how often, from which lender, etc. It allows the executive team to have a good pulse on big-picture trends. I’d like to do something with insights/feature requests, but I’m struggling to come up with a Productboard solution.

24 days ago

Jaden SchmeisserProductboard

posted in Talk Productboard

What are the most common ways teams are piping in user feedback to PB?

Curious to learn if users/organizations are finding any common approaches to pipe in user feedback into PB? Workflows, integrations, etc?

24 days ago

bradicalQuestioner

asked in Talk Productboard

How to segment on Account recency?

I’m using the Salesforce integration and importing a field called Signing Date but not seeing an obvious way to Segment on it since productboard is treating it as a Text field instead of a Date.How would other folks segment on recent cohort?

26 days ago

Amir_RozenbergQuestioner

posted in Talk Productboard

Automatic inheritance of custom field values

Sometimes you would have a view (ex.: objective-driven prioritization) you want to work on. Add opportunities as components, add features, user stories as well.Given that this view is typically filtered in some ways, when you create a new element, where the fields are not fully set yet (for example, add a feature by typing in the name and hit “enter”), that element would immediately disappear from the view….now you need to go search it. It would be much better if a child element would automatically inherit all the values from the parent to reduce labor AND avoid it disappearing from the view.

29 days ago

SamkayCollaborator

asked in Talk Productboard

Mass update of custom fields

Is there a way to mass update custom fields across features. It doesnt seem to be supported.We create a custom field called squad to assign features to specific teams. But it seems i can’t do that. Is there a workaround?

29 days ago

jrmatthewsProduct Makers Ambassador

asked in Talk Productboard

How to handle various feature maturities in PB? (Alpha, beta, GA)

How do you incorporate feature maturity into Productboard? I am struggling to solve this problem so that our team can create useful roadmaps.Features will be completed and released at different maturity levels at different times (ie Alpha, then later a beta version, then finally the GA release). This functions like multiple features (each maturity version of the feature gets a new Engineering ticket), but I am trying to avoid creating duplicates of a feature for every maturity version.I think adding timeframes to these features would help us visualize them on the roadmap (for example, we could see that the alpha version will take the next 2 months and be ready in time for the July release, whereas the beta version after that will only take 1 month and be ready for the August release). Basically, I can’t figure out a way to account for maturity versions without creating duplicate features. Am I missing something obvious?

29 days ago

kevinStay22Questioner

asked in Talk Productboard

Is there a way to apply weight to User Impact Score?

Hi everyone!I was wondering if there is a way to apply weight to User Impact Score?Whenever I assign an insight to an idea in PB, I can assign it an importance, but I would like to be able to also add a “weight” to the user impact score; i.e. whenever a top customer or prospect talks, this would weight much bigger in the balance than a much smaller customer.Bigger prospects/customers can have a much bigger impact on the company’s revenue, and having the ability to prioritize ideas that are coming from top partners would be helpful. I could use the “Tags” system but that wouldn’t help with increasing the User Impact Score to its appropriate level when a big customer talks.In numbers it would look like this:an idea that is “Important” for 3 small customers would generate a user score of 6 (3 customers x 2 important level)however, one big prospect asking for a feature that is critical will generate a user score of 3 (1 x 3), but in reality, this could move the needles of my business by a

1 month ago

Amir_RozenbergQuestioner

asked in Talk Productboard

Is it possible to get to the component (parent) from a feature?

In some cases, especially roadmaps, it’s hard to show a roadmap when the entire hierarchy (including components- representing the opportunity tree). So I’m showing only features.The issue with that, when someone is looking at a feature on the roadmap and asking themselves for the user need driving this solution, how can they get to the component parent from there? The hierarchy field of the feature seems trivial for this, but that field is used to change hierarchy, not as a breadcrumb to get to the component.Thoughts?

1 month ago

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