Now that you're up to speed on the basics, all that remains is loading your data into productboard and setting up your project.

1. Insights board: Import ideas, requests, feedback, and research

Let the great consolidation begin! Get your user research & feedback in one place so you can begin identifying trends around what users really need.

Review the basics

Import from a spreadsheet

  • On the Insights board, select Import Notes to import ideas, requests, and feedback from a CSV or spreadsheet. More info

Consolidate inputs from colleagues & customers

Looking for another system?

Add notes directly on the Insights board

  • Capture recent ideas, requests, feedback, and user research. Use the [+] icon to create a new note.

2. Features board: Import feature ideas

Review the basics

Set up a basic feature hierarchy

Using products and components, set up a basic feature hierarchy. This will help you keep your backlog manageable and organized.

Products are useful for separating features into separate swimlanes on the Roadmap.

Components act like folders for organizing features by user need or product area. They can be nested many levels deep. (Best to start simple and add additional subcomponents as needed!)

You can filter your Features board or Roadmap by product or by component and capture these settings as a saved view that you can return to at any time. This is helpful for zeroing on the product or area of the product you care about most.

Import features from Jira

  1. On the Jira integration settings page (Integrations > Jira), authorize the integration.
  2. Under One-time import, use JQL to filter for a subset of issues you'd like to pull into productboard.
  3. Select the issues to import and where in your feature hierarchy (product/ component) to place these new features.

💡Consider importing Jira issues in batches – one batch for each component in productboard. Doing so will allow you easily place all incoming issues in the correct component. (If you opt not to do this you can always bulk-move features later by multi-selecting features on the Features board.)

Import features from spreadsheets

productboard supports basic copy/paste import of features from a spreadsheet. This tool supports importing the feature name/description, but no other fields at this time.

On the Features board, select [+], then Paste List of Features.

Import features from Google sheets or other web-based solutions using Zapier

Use Zapier to create simple rules-based workflows. Based on a trigger you define, on a one-time or ongoing basis, data can be sent into productboard in the form of new feature ideas.

Capture recent feature ideas in productoard

  1. On the Features board, use the [+] icon to manually add some recent feature ideas, or hover over a product/component and select the [+] icon that appears to add underlying features.
  2. Organize features by dragging and dropping them to a new position in the hierarchy.
  3. Organize features in bulk by multi-selecting features and then using the Hierarchy dropdown to move them all to a new product/component.

3. Features board: Set up basic prioritization columns

On the Features board you can add columns to help you prioritize what to build next.

  • Define objective columns that align with your product strategy. They'll often represent goals that align with specific outcomes for your customers, your product, or business. More info
  • Add competitor columns to represent your biggest competition (and the degree to which delivering certain functionality would help you competetively). More info
  • Add custom columns to represent other types of prioritization criteria your team uses. More info
  • Define a Prioritization score determined for each feature based on individual driver scores. You can customize the relative weight of each driver and determine whether the score is divided by effort. More info

4. Features board: Set up basic planning columns

On the Features board you can also add columns to help you plan, and monitor features as you prepare to deliver them.

  • Determine how you'll use productboard's effort field to capture effort estimates. Suggested scale is story points but you can enter any number into this field. You can also configure the Jira integration to automatically sync the effort field with Jira story points. productboard effort is mainly used for purposes of reference. It can however be used to divide the Prioritization score. It can also be visualized on the horizontal axis of the matrix.
  • If you'd like to capture preliminary effort estimates in the form of t-shirt sizes or some other scale, you can create a custom dropdown column for this. More info
  • Use the task columns to capture tasks that will need to take place in order for features to be developed or launched (e.g. specification, prototyping, final designs, development, release notes). Task columns tend to relate to tasks that relate to most (not necessarily all) features. Typically they can be worked on in parallel. More info

5. Add some releases

Releases are used to group features that will be launched together. Releases can be useful for grouping features on the Features board and Roadmap.

Agile teams often define releases around more specific time periods in the short run (this month, next month) but become broader as the time horizon extends into the future (next quarter, later...) More info

You can now create multiple release groups to manage different teams' release schedules within the same project, or to manage one set of development releases in parallel with another set of high-level releases for display on your Roadmap. More info

  • Experiment with grouping features by release on the Features board and Roadmap
  • Add upcoming releases for your product: On the Features board, use the configurations bar at right to select Releases.

6. Customize project settings

In productboard, feature status is a handy way to show what phase a feature is in within the overarching product development lifecycle. Customize your project's status values to match the high-level phases feature ideas progress through at your organization.

7. Invite users to your project

Now that your productboard project is set up, you're ready to get some colleagues involved!

Under the account menu, click Team Management to manage existing project members and invite new ones. (admins only)

  • Learn about the different productboard roles.
  • Invite colleagues on the product and design team as editors.
  • Invite colleagues on customer-facing teams (support, sales, marketing, customer success) as contributors so they can contribute ideas, requests, and feedback.
  • Invite colleagues from across the organization in as contributors, with the option of limiting their access to just the Roadmap and Portal.

8. Share & validate your ideas

Share your plans

  • Set up your Portal and validate your ideas as well as collect new insights from your users.

That's it. You're good to go! 🏁

If you still have questions, we're here to entertain them (and you) with helpful tips and morale-boosting emojis. 🌄 Just say hi by chatting us on Intercom.

We also have a handful of brief articles for your perusal.

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