Embed content in the Productboard Editor

Product teams use Productboard as their single source of truth, to understand what customers need, prioritize what to build next, and align stakeholders around the roadmap. It’s critical for product teams to have all product-related information on hand, to keep everyone on the same page and inform important decisions.

This is why Productboard is enabling users to easily embed content from specific apps into Productboard’s Editor, starting with product prototypes, whiteboards, design files, and videos.

Embedding content in Productboard’s Editor means that product managers (PMs) can attach all relevant content to a note or feature description and view the most updated version without leaving Productboard. We know work is done in many different tools, so we’re making it easier than ever before for PMs to maintain a single source of truth for all relevant content in Productboard!

In this article:

• What are embeds?
• Embeddable Types and Instructions
• Best practices
• Troubleshooting issues
• Limitations

What are embeds?

You can paste embeddable URLs from supported apps in the Productboard Editor field and see a thumbnail of the content in the Editor. You can also expand the thumbnail to view or interact with the embedded content in fullscreen.

You can embed content in any Editor UI found in the Insights, Feature, or Roadmap board, as long as you have the permission to edit content in those boards.

See below for more information on which apps are supported, and how to get embeddable links for each.

Embeddable Types and Instructions

Embed Miro

In Miro:

1. Open the Miro board you want to embed in the Editor.
2. Select the Share button in the toolbar.
3. Update the Board Sharing Permissions to determine who can view the embed in Productboard.
4. Select Copy board link.

In Productboard:

1. Open the Editor you would like to add an embed to.
2. Paste the Miro board URL in the Editor text field.
3. Depending on the board’s sharing permissions, users will either:
   1. Immediately be able to view the Miro embed in the Editor.
   2. Follow the OAuth workflow to log into Miro before they can view the embed.
4. Select the Expand icon (upper right corner of the Editor) to view the Miro embed in fullscreen.

Embed Figma

In Figma:

1. Open the Figma design file or prototype you want to embed in the Editor.
2. To embed an entire design file or prototype:
   1. Select the Share button in the toolbar.
   2. Update Link Sharing Permissions to determine who can view and interact with the embed in Productboard.
   3. Select Copy link.
3. To embed a specific frame from a design file:
   1. Select the frame you'd like to embed.
   2. Select Share button in the toolbar & update Link Sharing Permissions as needed.
   3. Select the Link to current selection button in the bottom right of the Share window.
   4. Select Copy link.

In Productboard:

1. Open the Editor you would like to add an embed to.
2. Paste the Figma file or prototype URL in the Editor text field.
3. Depending on the file's Link Sharing Permissions, users will either:
   1. Immediately be able to view & interact with the Figma embed in the Editor.
   2. Follow the OAuth workflow to log into Figma before they can view the embed.
4. Select the Expand icon (upper right corner of the Editor) to view the Figma embed in fullscreen.

Embed FigJam

In FigJam:

1. Open the FigJam file you want to embed in the Editor.
2. Select the Share button in the toolbar.
3. Update Link Sharing Permissions to determine who can view and interact with the embed in Productboard.
4. Select Copy link.

In Productboard:

1. Open the Editor you would like to add an embed to.
2. Paste the FigJam file URL in the Editor field.
3. Depending on the file's Link Sharing Permissions, users will either:
   1. Immediately be able to view the FigJam embed in the Editor.
   2. Follow the OAuth workflow to log into Figma before they can view the embed.
4. Select the Expand icon (upper right corner of the Editor) to view the FigJam embed in fullscreen.

Embed Mural

Workspace Embed Permissions: If embedding is not turned on for your workspace, please contact your Mural Workspace owner. We recommend reading about Mural’s embed process and requirements to ensure your first embed goes smoothly.

In Mural:

1. Open the Mural you want to embed in the Editor.
2. Select the Share button in the toolbar.
3. Select the Embed button in the bottom right of the Share window.
4. Select the Enable Embedding button - this will make the Mural public and generate a specific Embed link.
   1. You must be an owner of the mural to enable its embedding of it.
5. Select Copy Embed link.

In Productboard:

1. Open the Editor you would like to add an embed to.
2. Paste the Mural embed URL in the Editor text field.
3. View the Mural within the Editor.
4. Select the Expand icon (upper right corner of the Editor) to view the Mural embed in fullscreen.

Embed Loom

In Loom:

1. Open the Loom video you want to embed.
2. Select the Share button in the toolbar.
3. Update Video privacy settings to determine who can view the video in Productboard.
4. Select the Copy link button in the lower right-hand corner of the Share window.

In Productboard:

1. Open the Editor you would like to add an embed to.
2. Paste the Loom video URL in the Editor field.
3. Depending on the video’s privacy settings, users will either:
   1. Immediately be able to watch the Loom video embedded in the Editor.
   2. Follow the OAuth workflow to log into Loom before they can view the embed.
4. Select the Expand icon (upper right corner of the Editor) to view the Loom embed in fullscreen.

Embed YouTube

Viewer Permissions: users can only embed & view “Public” YouTube videos in Productboard. Here is information on how to update video privacy settings before you embed.

In YouTube:

1. Open the YouTube video you want to embed.
2. Make sure the video visibility is set to Public (for more information, see how to update visibility).
3. Select the Share button, located below the video.
4. Select the Copy button, next to the video URL.

In Productboard:

1. Open the Editor you would like to add an embed to.
2. Paste the public YouTube video URL into the Editor field.
3. Watch the YouTube video within the Editor.
4. Select the Expand icon (upper right corner of the Editor) to view the YouTube embed in fullscreen.

Best practices

Where relevant, we recommend users set sharing permissions for all embedded content to Public or Anyone with a link can view. This will allow viewers in Productboard to see embedded content without having to sign into the app.

For must-be-private embedded content, we suggest allowing Anyone at the company to view. This will keep content behind the login but will reduce the volume of access requests that the content owner will receive.

Troubleshooting issues

Your embedded content might not display even when you’ve set the embedded content to Public or Anyone with a link view. This means that your browser has disabled cookies, and you’ll need to enable them for your workspace https://<your_workspace>.productboard.com/.

Limitations

Users cannot choose how to visualize embedded links. All embedded links will show up as previews in the Editor and can be clicked on to expand