How-to articles

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

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. 💡

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

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

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

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

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

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