Now that you've created your product hierarchy, it's time to fill that hierarchy with all the feature ideas you're already tossing around! You might be storing feature ideas in a variety of places, so this article will show you how to import all of them into your productboard account. Moving forward, your productboard hierarchy is the ultimate database for all feature ideas, big and small.
In this article, you’ll learn:
- How to create a feature
- How to migrate feature ideas from a spreadsheet
- How to migrate feature ideas from Jira
- How to clean up your newly migrated features
How to create a feature and define important fields
Features represent user needs or broad capabilities you’re looking to unlock:
To create a feature, click the + button next to the section of your hierarchy where it should live:
Clicking on a feature from your list opens up a window containing details about that feature:
Under the Detail tab, you’ll see descriptions of your idea, any related subfeatures, and relevant files or attachments.
By clicking on the Insights tab, you’ll see any relevant user feedback related to this feature idea.
We’ll show you how to generate Insights and link them to features in Part 4 of this series.
How to migrate feature ideas from a spreadsheet
We recommend importing features from other tools in batches. Each batch should correspond to a component or a subcomponent of your hierarchy.
If you’re using a spreadsheet, group together features which will be added to the same component.
For example, if your features are organized like this:
Take a few moments to group together similar items which will be added into the same part of your hierarchy, whether that hierarchy is based around user need or product area:
All of the features highlighted above are related to the same feature: Video calls.
Navigate to your Features board. It usually makes sense to migrate features in batches, depending on how they’re organized in your spreadsheet. For example, you might want to migrate all the features set for release in Q2, or all the features which you’ve already launched, or all the features related to a particular area of the product or user need.
Make sure you’re looking at a view of your features by Hierarchy, Release or Status:
Click the blue + symbol in the bottom left corner. Select “Paste list of features”:
Identify the column in your spreadsheet containing the feature name. If you want, you can also identify one column containing the feature description. Copy and paste these two fields into the window that appears after clicking “Paste list of features”:
You’ll be asked to verify whether productboard has correctly identified the feature name and description fields. Then, productboard will ask where in your hierarchy the new features should be added. Select the appropriate component or subcomponent, then click “Import”:
After the import is complete, you’ll see your new features in your hierarchy:
How to migrate feature ideas from Jira
If you were using Jira to manage your feature ideas, it’s easy to set up our Jira integration and do a one-time import of your backlog!
Configure the integration
First, find someone on your team with Jira global permissions.
Next, follow our step-by-step instructions to configure your integration:
Understand how Jira maps to productboard:
A number of Jira fields will automatically map to productboard:
productboard | Jira
- Feature name | Issue name
- Feature name | Issue summary
- Feature description | Issue description
- Jira "Task" status | Issue status
- Release | Fix version
- Feature owner | Reporter
Note that this means the Summary field in Jira:
...will map to the Feature name in productboard:
You may have additional custom fields in Jira which you wish to push to productboard. For example, are you estimating effort using story points?
If so, take a few minutes to create these custom fields. This way, when you move your data into productboard, everything will have a place to live!
Then, return to your settings in productboard. Locate your Jira integration and map these custom fields to productboard:
Add a productboard URL:
Finally, hop back into Jira for a moment to add a productboard URL field to your features. Trust us - it’s a huge timesaver to do this before you import features into productboard:
- In Jira, log in as an admin. Go to Settings (gear icon) > Issues.
- Under Fields, select Custom fields.
- Locate the productboard URL field and use the menu beside its name to select Screens.
- On the screens page, use the checkboxes to associate the productboard URL field with the screens used for your Edit Issue and Create Issue Jira operations. (Typically named Default screen, but may also be named Scrum Default Issue Screen or Kanban Default Issue screen. For more info, see below.)
- Click Update.
You'll now see a productboard URL field displayed on issue screens.
Verifying which screens are used for Edit Issue & Create Issue operations
- In a new browser tab, select the Jira settings menu (gear icon) > Projects and search for your project.
- From the menu beside your project's name, select Project settings.
- In Project settings, select Screens.
- Uncollapse the screen schemes and see which screens are associated with the Edit Issue and Create Issue operations.
- Ensure the productboard URL field is associated with these screens.
Import your features from Jira:
It’s now time to import your features into productboard! Returning to the integration configuration screen, select the feature ideas you wish to push into productboard:
How to clean up your newly migrated features
Once you’ve finished migrating all your feature ideas into productboard, you might want to do a bit more tidying up.
You can drag and drop features, or drag a feature underneath another feature to turn it into a subfeature:
To update a field for multiple features at once, check the boxes next to multiple features. A flyover window will appear, allowing you to edit all the features at once.
For example, let’s say you want to backfill your productboard account by adding a big batch of all your recently launched features. After importing my features, I could update their status like this:
✅Create your first feature. Drag and drop it to a new part of your hierarchy. Change its status. Now delete!
✅Migrate any features living in a spreadsheet.
✅Migrate any features living in Jira.
Nice work! By creating a product hierarchy and filling it with your feature backlog, it’s as though you’ve made a filing cabinet and filled it with folders.
Now you’re ready to begin bringing in all that feedback swirling around - user feedback, research notes, feature requests - and connect it to ideas in your backlog.