Group 65
Go to Productboard
All Collections
How-to articles
How-to articles
For all the key Productboard use cases
+3
54 articles in this collection
Written by
Winston Christie-Blick,
Geda Juskaite,
Veronika Gabrielová
and 3 others
Import notes and feature ideas
How to add features to Productboard
All ideas, big and small, have a home in your hierarchy.
Written by
Diana Stegall
Updated over a week ago
Get started by building a hierarchy
Create a home for all your past, present and future feature ideas
Written by
Diana Stegall
Updated over a week ago
Import notes from a spreadsheet
Import user inputs saved in CSVs and Excel files to your Insights board
Written by
Winston Christie-Blick
Updated over a week ago
Migrate your historical feedback.
A lot of conversations, one simple inbox.
Written by
Diana Stegall
Updated over a week ago
Import features from a spreadsheet
Load a list of features from CSVs, XLS, XLSX, or Google sheets
Written by
Winston Christie-Blick
Updated over a week ago
Import research & feedback from a spreadsheet using Zapier
Written by
Winston Christie-Blick
Updated over a week ago
Import features from a spreadsheet using Zapier
Written by
Michel Rizzetto
Updated over a week ago
Link insights to feature ideas
Highlight user insights and link them to related feature ideas
Highlight insights to connect notes to features
Written by
Winston Christie-Blick
Updated over a week ago
Create your first insight.
Find your lightbulb moment. đź’ˇ
Written by
Diana Stegall
Updated over a week ago
Filter the Insights board
Retrieve notes faster and route them to the right colleagues for processing
Written by
Winston Christie-Blick
Updated over a week ago
Build a sustainable feedback pipeline.
Hint: it takes a village.
Written by
Diana Stegall
Updated over a week ago
Re-link insights from one feature to another
Move insights from one component, feature, or subfeature to another
Written by
Winston Christie-Blick
Updated over a week ago
Assign users to companies
Add users to the customer companies they belong to
Written by
Winston Christie-Blick
Updated over a week ago
Help contributors begin submitting valuable user insights
Here's how you can get contributors started submitting user insights
Written by
Winston Christie-Blick
Updated over a week ago
Use collections to group related notes
Define note collections that act like saved views for the Insights board
Written by
Winston Christie-Blick
Updated over a week ago
Organize your feature ideas
Duplicate features
Copy/duplicate a feature and all its attributes
Written by
Geda Juskaite
Updated over a week ago
Merge features
Combine two duplicate or redundant features
Written by
Winston Christie-Blick
Updated over a week ago
Add custom fields to your boards
Written by
Winston Christie-Blick
Updated over a week ago
Managing features for multiple platforms, screens, or devices
Written by
Winston Christie-Blick
Updated over a week ago
Customize field sharing settings
Written by
Winston Christie-Blick
Updated over a week ago
Track tasks for each feature
Track tasks like design or documentation that can be worked on for each feature in parallel
Written by
Winston Christie-Blick
Updated over a week ago
Prioritize what to build
How to manually add a company to Productboard
Create a company in Productboard to associate with feedback and features
Written by
Diana Stegall
Updated over a week ago
How to prioritize using customer segments
Build segments manually or with rule-based logic to prioritize features for key customers.
Written by
Diana Stegall
Updated over a week ago
How to import company data via CSV
Create custom company data fields and fill them with a simple import
Written by
Diana Stegall
Updated over a week ago
Prioritize around clear objectives
Using objectives in productboard
Written by
Winston Christie-Blick
Updated over a week ago
Use the user impact score to surface your top-requested feature ideas
Sorting & filtering with the user impact score
Written by
Winston Christie-Blick
Updated over a week ago
Use drivers and prioritization scores
Written by
Winston Christie-Blick
Updated over a week ago
Using the Prioritization matrix
Prioritizing features within an objective with the matrix grouping
Written by
Winston Christie-Blick
Updated over a week ago
Prioritizing features based on competitive importance
Add competitor columns to the Features board
Written by
Winston Christie-Blick
Updated over a week ago
Roadmap
How to use swimlanes to organize your roadmaps
Break down roadmaps by important criteria to tell the right story
Written by
Diana Stegall
Updated over a week ago
Guide: Choose the right roadmap for your audience
Quick templates for common roadmap scenarios
Written by
Diana Stegall
Updated over a week ago
How to create a Release plan roadmap
Communicate what's coming up in future releases of your product.
Written by
Diana Stegall
Updated over a week ago
How to create a Sprint plan roadmap
Align your development team about upcoming work.
Written by
Diana Stegall
Updated over a week ago
How to create a Now-next-later roadmap
Communicate a simple, flexible, high-level plan to everyone
Written by
Diana Stegall
Updated over a week ago
How to create a Kanban roadmap
Track your features from discovery through delivery and launch.
Written by
Diana Stegall
Updated over a week ago
How to create a Features timeline roadmap
Track progress against specific deadlines and milestones.
Written by
Diana Stegall
Updated over a week ago
How to create a Releases timeline roadmap
Share what's coming in upcoming releases - and plan when those releases will be worked on.
Written by
Diana Stegall
Updated over a week ago
How to create an Objectives timeline roadmap
Keep your product organization aligned to high-level outcomes.
Written by
Diana Stegall
Updated over a week ago
Plan releases to decide what to deliver when
Plan what to deliver when
Written by
Winston Christie-Blick
Updated over a week ago
Share your roadmap by exporting to PNG and PDF
Export or print the Roadmap board
Written by
Winston Christie-Blick
Updated over a week ago
Portal
Customize your Portal’s domain with CloudFront and Route53
How to host your Portal on your own custom domain using CloudFront and Route53
Written by
Yoel Macia Delgado
Updated over a week ago
Customize your Portal’s domain with Cloudflare
Host the Portal on your own custom domain with Cloudflare
Written by
Veronika Gabrielová
Updated over a week ago
Use the Portal to share your plans and collect feedback at scale
Validate ideas, share plans, and celebrate what you've launched
Written by
Winston Christie-Blick
Updated over a week ago
Close the feedback loop with Portal card updates
Notify customers by email when there’s an update on a feature they requested
Written by
Winston Christie-Blick
Updated yesterday
Embed your Portal
Embed your Portal in your app or website
Written by
Winston Christie-Blick
Updated over a week ago
Customize your Portal’s domain
Host the Portal on your own custom domain
Written by
Veronika Gabrielová
Updated over a week ago
Tips
Use saved views to capture common Features board configurations
Toggle between different views of your data
Written by
Winston Christie-Blick
Updated over a week ago
Use keyboard shortcuts
Increase your productivity in productboard
Written by
Winston Christie-Blick
Updated over a week ago
Format text in productboard
Written by
Winston Christie-Blick
Updated over a week ago
Add images to your notes and feature descriptions
Written by
Winston Christie-Blick
Updated over a week ago
Delete your sample data
Clear sample data out of your trial workspace
Written by
Winston Christie-Blick
Updated over a week ago
Export the email addresses of everyone who requested a feature
Notify users by email when a feature they care about is planned, in progress, or launched
Written by
Winston Christie-Blick
Updated over a week ago
Use emojis to restore the humanity in product planning
Written by
Winston Christie-Blick
Updated over a week ago
Export your features and notes into CSV
Written by
Winston Christie-Blick
Updated over a week ago