This article outlines some best practices for getting around your workspace.
In this article:
- Collaborate better in a shared workspace with teamspaces
- Rapidly retrieve what you need with quick find
- Manage your private boards in your own Personal section
- Control product data from a centralized data management section
Collaborate better in a shared workspace with teamspaces
Teamspaces are groups of boards and folders related by theme. Each team can have its own space to manage boards and data. Everyone has easy access to all the information that's relevant to their work, and can customize the Productboard main menu sidebar to reflect their role and priorities.
- Organize teamspaces by team, department, focus area, or however your organization is structured, and move roadmaps and product information into relevant teamspaces to serve the needs of your product teams and stakeholders.
- Dedicate teamspaces for specific stakeholders or cross-functional teams, such as marketing or customer support, and group relevant boards further in each teamspace with folders for easy navigation.
- Neatly organize product information relevant to your team. Admins can use teamspaces and folders to create a nested hierarchy of boards to fit the needs of their team. Individual teams will no longer be overwhelmed and confused by the sheer number of boards.
- Curate your main menu by only joining teamspaces that are relevant to you, and hiding the ones that aren't.
- Favorite your frequently used boards and initiatives for quick access.
- Browse all teamspaces to stay on top of what's happening in your product organization. All boards are neatly organized around teams, making it easy to find relevant information.
For more information about teamspaces, see Getting started with Productboard teamspaces.
Rapidly retrieve what you need global search
The Search button in the Global header lets you search for boards and entities across your entire workspace.
Tip: You can wrap your search terms in "double quotes" to search for exact phrases instead of individual keywords.
Favorite your frequently used boards and initiatives
The Favorites section is a convenient way to access boards that you frequently use. You can add any boards to your favorites by clicking the 🌟 star button in the header at the top of the board, or from the ••• More actions menu when hovering over the board in the navigation panel on the left.
Once you have added a board to your favorites, it will appear in your Favorites section for easy access. This can save you valuable time and improve your workflow by allowing you to quickly access important boards without searching for them every time.
Manage boards in your own personal space
The Personal space gives you a place to draft your boards before sharing them with a broader audience. Just like in a teamspace, you can create any of the available board types and organize them here using folders. Nobody can join your personal space, but you can always share your personal boards with other members before moving them to a teamspace.
Control product data from the library
For most day-to-day data management, Library > Insights, Library > Product, or Library > Customers is the right place to view and work with your workspace's data.
For certain admin-level configuration work, such as managing custom fields, segments, and topics, go to Settings > Data Management.