- - Using the community
  - Guides & help
  - Community guide10
Groups & Betas
Events
Product Talks

1 month ago

Community
Using Productboard
Talk Productboard

Talk Productboard

Have a question about Productboard? Ask here.

254 Topics
794 Replies

When you follow we will email you when there is a new topic in this category

254 Topics

Recently active

Most replies Most views Newest first

Diana in Customer EducationProductboard

posted in Talk Productboard

October 2022 - Customer education events

Hello, Product Makers! Diana from Customer Education here, with next 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 Productboard Academy! 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: 11 AM Central European Summer 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 about how to set up your

7 days ago

scott.baldwinCommunity Lead

posted in Talk Productboard

Some of our favourite portals

Building your portal and looking for some inspiration? Here’s a few of our favourite publicly available portals:BuddyBoss Epic Games Unreal Engine Smartlook Shoptet Twinmotion Platform.sh Rang De Dashlane Rydoo Bothive Zenhub 360Wellness Somtoday Gorgias Loom OttoLearn Workhub EdgePetrol Cloudinary Graphext Blink ShotGrid Rentman Kajabi Front Epic Games Twinmotion Birdie SonarSource (SonarCloud) SonarSource (SonarQube) SonarSource (SonarLint) MacroFactorWant to share yours? Add a reply to this topic! We’d love to share what you’ve built

1 year ago

jrmatthewsProduct Makers Ambassador

posted in Talk Productboard

How do you leverage the Jira - Productboard Integration?

Hey all! How do you leverage the Jira to Productboard integration with your Product teams? We’re configuring a fresh integration right now and as we map Productboard features and feature fields onto Jira issues we’re bumping into the need to realign the definitions in each space so that we can map smoothly between the two.How do you keep your Eng and Product teams aligned using the Jira integration, or how else do you go about it?

9 hours ago

SamkayCollaborator

posted in Talk Productboard

Mark fields as required

Ability to mark some fields required including custom fields. Having a process in place for how your team works is great but sometimes you need something to enforce some processes. Would be cool to allow customers to set which fields are required when creating features. e.g. i sometimes find features with just title no context or missing drivers etc.I do get that sometimes it is discipline and coaching. e,g, i tell my team just add a note if things are just in your head still instead of creating a feature and we worry about it in triage later. Yet you can’t control human error :) Food for thought ^

9 hours ago

SamkayCollaborator

posted in Talk Productboard

Yariv ZurCollaborator

asked in Talk Productboard

Is there a way to see which features are not mapped to objectives?

Hi,We are using objectives as ‘initiatives’ to track bigger themes which we do on a quarterly basis. We would like to make sure that all the features assigned to the upcoming sprints are part of an objective… So i’m trying to create a view of all features assigned to a specific sprint but do not have an objective. Is there a way to do that? I’ve only found ways to filter features according to a specific objective, but I couldn’t find a way of doing ‘objective: none’ kind of filter. Any ideas?

7 days ago

Renata PavlíkováQuestioner

posted in Talk Productboard

Automate CSV Export

Hi,Is there any way to get data about notes from Productboard automatically?I know about this manual approach:https://support.productboard.com/hc/en-us/articles/360056354854-Export-your-features-and-notes-into-CSVbut can´t find way to automate this process.We don´t have Zapier, only Integromat. REST API would be best :).Thank you for any tips.

8 days ago

MathiasCollaborator

posted in Talk Productboard

Why do we always enter text for Insight when I just want to link a company?

Hello, I am trying to assess the size of an opportunity with MRR. So I have to add companies in the insight section, but I am not allowed to add Companies only? I have all the time to enter a comment… which end up by me typing “+” or “+1”… at the end of the day it s very time consuming and also less readable in terme of UI. Anybody find a way to link companies to a feature without the need of entering a comment? Thanks

21 days ago

wildwaterzQuestioner

posted in Talk Productboard

Do you creates your initiatives in Productboard?

I was wondering if there is a best practice around creating initiatives within Productboard.Here is an example:One of our product currently contains only a Hotel product within it, and we want to offer other travel services other than Hotel.The initiative itself is to become a multi-services product (not just hotel), for example flights, car rentals, …Each new service would be an epic with stories within it (in JIRA), which means that each would be a feature in PB, i.e. Add flights would be a PB feature (but an epic in JIRA)So my question is: How would I display the initiatives? or should initiatives be part of PB at all?

22 days ago

scott.baldwinCommunity Lead

published in Talk Productboard

Opportunity solution trees and continuous discovery

I had a couple folks reach out over private message after reading @Amir_Rozenberg’s Medium article that we posted yesterday (read the post here), asking how I’ve approached continuous discovery using Productboard. In the interest of transparency, here’s an approach that I’ve followed in my past product work:Use Objectives to capture the Desired Outcome (in OST). Alternatively you could also use a Component as you organize your thoughts then move these over to Objectives once you’ve settled on the priorities. You can’t track different levels of Objectives easily in Productboard -- most teams focus here on the product’s objectives Use Components to capture the Opportunities (in OST). These can be nested if needed Use Features to capture Solutions (in OST) Create insights from notes and add to Components so you can track and identify the Opportunities most important to your customers. The User Impact Score can identify those for you. Use Segmentation to narrow in on those Components most

1676

23 days ago

Diana in Customer EducationProductboard

posted in Talk Productboard

September 2022 - Customer education events

Hello, Product Makers! Diana from Customer Education here, with next 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: 11 AM Central European Summer 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 e

28 days ago

jrmatthewsProduct Makers Ambassador

posted in Talk Productboard

Productboard and Dovetail

Our UX team recently showed me how they are using the tool Dovetail, and I thought there was a lot of potential to connect that work to Productboard! Any connections to Dovetail in the works to help facilitate UX-PM collaboration? :)

28 days ago

bildestravitoQuestioner

posted in Talk Productboard

Custom fields on features/subfeatures

I’m on a Enterprise plan. - Can’t seem to locate, where I’m adding custom fields to Products, Features, Subfeatures. - I see a default ‘Member’-field called Designer on a Feature - How do I create additional fields of this type, and are there other field-types available? (URL, text, numbers, dropdown, etc)

1 month ago

darren.smithCollaborator

asked in Talk Productboard

Salesforce Integration with Opportunities

Regarding the Salesforce integration and importing closed Salesforce opportunities. When you set the filter you only seem to be able to use the AND command to link criteria together?I have the need to import two different types of opportunity (Opp Type is Maintenance OR Opp Type is Managed Service) but because its an AND I cannot do it as the Opp Type is never a Maintenance and Managed Service opportunity it is one or the other.Is there a way to do this or do I need to try and find a common field in the opportunity that is always present in both?RegardsDarren

1 month ago

tomatoQuestioner

posted in Talk Productboard

Deeper Discovery from Insights

HiWe are really loving the Insights feature :-) We are currently getting about 250 Insights created a month, mostly from our portals, and we are looking to grow this. There are lots of cases where we want to chat to the user who left the insight more to better understand their context, and we can contact them through email, however this isn’t a particularly scalable experience as we have to extract the email address, contact them privately and then update the insight.We also see an opportunity to use these contacts for other discovery topics but again we need to contact the user by email to ask if they would be interested in helping us. I’d also like their explicit permission to do this to be in line with GDPR. At the moment I’m thinking of manually gathering the emails from insights each week and sending them a Google Form to ask if they would be willing to collaborate on discovery in the future but this is not at all scalable. Do you have any suggestions that could help with this cha

1 month ago

MathiasCollaborator

asked in Talk Productboard

Roadmap view: from Now/Next/Later to Kanban

Hello, I created a Roadmap view with the Now Next Later view (based on released dimension) but I would like to change it to a Kanban view based on status dimension. Is it possible to update the current roadmap or is it mandatory to create a new one each time I want to have a different view? Thanks

1 month ago

RichMQuestioner

asked in Talk Productboard

API Support for Effort/Progress

Hello, I was wondering if it’s possible through the ProductBoard API to update feature progress and the effort attribute.We use Shortcut for engineering ticket tracking and want to pull epic point estimates into ProductBoard so that we can track release progress in a roadmap.I started to play around with a custom formula to track release progress but it doesn’t look like I can visualize custom formulas or fields on the roadmap.

1 month ago

archwayQuestioner

posted in Talk Productboard

How to use tags for features?

Hi! I am just starting out using Productboard for an App I am building and I am struggling for where to assign Tags on the Hierarchy. I am trying JTBD Framework, so I might have something like this…Customize Interface (Component) Choose Preference From Limited Options (SubComponent) Font Choice (Feature) Font Size (SubFeature) Font Family (SubFeature) Let’s say I want to put a “ ui ” tag on these, I find myself putting it on each level, but that seems excessive. Just starting out, I am not sure all the ways the tag filter is utilized throughout ProductBoard so I am uncertain of the best approach. Any recommendations, how do you assign tags in your hierarchy?

1 month ago

MathiasCollaborator

posted in Talk Productboard

Bulk assignment of insight to one feature?

Hello, I just imported 100 insight with the CSV Import. I would like to assign all 100 insight to one feature. It seems that I have to do it manually one by one. As we are just onboarding to Productboard and that I have to move all my insight from my previous tool, I have more than a 1 000 insight to move and reassign manually… it is really annoying. Seems that may be Automation route could do a trick if routing all new insight to a fake feature call inbox (then mass migrating those insight to the proper feature), but it is not allow for all package? Could you at least unlock it for a month when a new company sign to your tool to make the migration easier? thanks

1 month ago

urytrbyniQuestioner

asked in Talk Productboard

How can I set the user's name to a Note trough custom fields API?

Is there a way that I can set the user’s name when creating a note using the Custom Fields API? We are using the notes-api to create a note on behalf of an identified user. Putting the user’s email address into the user object creates a user in Productboard, but I cannot find any way to set name of the user without looping trough all users.I would say an easy enhancement to the api would be the following:Add name to the note.user object when creating a note Extend GET users with query-parameters for external_id and email allowing PATCH /user/{id} to be used as an alternative

1 month ago

harry.mclarenQuestioner

posted in Talk Productboard

Prioritisation with the business (outside of Productboard first)

We use Productboard both to prioritise discovery activity and then prioritise development work. Both steps involve asking “the business” (marketing, sales, customer success, service delivery, etc.) what’s important to them. However, at discovery prioritisation, doing it “live” in Productboard doesn’t work for us, as there’s not enough time. We need a way to circulate those up for prioritisation ahead of time, allowing the business to rank order / give a priority score to each. Then come together to compare and set a final priority within Productboard. We’re currently exporting a CSV, filtering, and then letting each business unit do their pre-work ahead of our call for setting final priority. This is not a great solution and is super manual. How do other people do it? I’m close to asking for some dev time to look at API and see if I can do something with a script and some Google Sheets and Python! Cheers!

1 month ago

MatthiasQuestioner

posted in Talk Productboard

Is there a document-like view for requirement specification?

Hi,we are a small software product team of three developers and two designers.I really see the benefit of using Productboard to manage features and bugs of a product - and being able to prioritize and link from the user (Portal) to the designers (Trello in our case) and developers (Github).The tabular view of Productboard is great for prioritization and assigning tasks, but I miss a more document-like view, that could be read like a software requirements specification (SRS). Especially when onboarding new users - there seems to be just a long list of features in the hierarchy. Am I missing something?I would prefer a readable document with the functional, business and technical requirements structured into meaningful headers and sections and adding comments if necessary.Would love to see how are using Productboard with or without separate documents!

1 month ago

Daniel HollandsQuestioner

asked in Talk Productboard

Markdown rather than HTML?

(Sorry, I’m not sure if this is the best category for this question)I’m building an API bridge between productboard and ClickUp using Rails. I’ve made a fair bit of progress since my last message here, but have stumbled upon another potential issue, which I’d like some advice on, please.Reviewing the API documentation, I see that it used to supply the feature description as markdown, but at some point last year this got changed to HTML.Does anyone know why?This is causing some issues for me, as ClickUp will only accept plan text or markdown for descriptions, which means I need to convert the HTML from productboard into markdown if I want to keep my formatting. I have the ability to do that via some gems (Kramdown being the one I’ve tried thus far), but the results are less than ideal, with some of the formatting being off.Has anyone else had an issue like this, and do you have any suggestions on how I might be able to resolve it? Thanks.

1 month ago

Page 1 / 11

Latest badges

philgardinergot the Seagull tamer badge
Simon Shimgot the WoLF tamer badge
Agusnfcgot the RHiNO tamer badge
Rawan AlOmarigot the RHiNO tamer badge
sneitzelgot the RHiNO tamer badge

View latest badges

Community Code of Conduct Cookie settings

Create an account

You can create an account below using either single sign-on or a username/password. Already have an account? Login.

Single sign-on

Employee login Log in with Productboard

Username *

E-mail address *

First name *

Last name *

The dangerous animal I deal with most is... *

Password *

I accept the Website & Portal Terms of Use and the Privacy Policy

loginBox.register.email_repeat

Join or Login

No account? Create an account

Single sign-on

Employee login Log in with Productboard

Username or Email

Password

Remember me

Forgot your password?

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Stay in touch