With the release of our redesigned navigation and improved collaboration capabilities, product teams of all sizes can move forward with improved individual productivity and better collaboration across all your teams and stakeholders. In this article, we discuss frequently asked questions about the redesigned navigation.
In this article:
- Where can I learn more about how to use new navigation and teamspaces functionality?
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Enabling the functionality on my workspace
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Board migration and best practice
- Where have my views gone?
- Where will I find all the existing boards?
- How should I organize my teamspaces?
- When I turn it on in private, can I then set it up for my team and then turn it on for the entire workspace?
- I’m an admin, will I be able to see all boards?
- Are there any best practices you recommend when organising boards for my organisation?
- How will Insights work in the new navigation?
- Teamspaces
Where can I learn more about how to use new navigation and teamspaces functionality?
Enabling the functionality on my workspace
How do I enable the functionality on my workspace?
You likely already have this functionality enabled automatically. If you don't, as a Maker admin, you will be able to enable it on your workspace by going to settings/labs and enabling the following flag:
Will I be able to test the functionality myself, before enabling it for the whole workspace?
Yes, in case you want to enable the functionality just for yourself, use the private option.
Will I be able to enable the functionality for the whole workspace?
Yes, in case you want to enable the functionality for the whole workspace, select the ‘workspace’ option.
Will other users be able to see the labs flag and test the functionality?
- All makers can turn the flag on and experience the new functionality. Makers cannot turn the functionality on or off for the whole workspace. Only admins can do that.
- Contributors and Viewers do not have access to labs and cannot enable the functionality for themselves.
Board migration and best practice
Where have my views gone?
We have renamed views to boards and introduced the concept of flexible boards. Your views are now boards, and they are no longer siloed in sections (e.g. Roadmaps). You can create and manage your boards where your teams collaborate - teamspaces. You can also create and manage boards that are only relevant to you in your personal section.
Where will I find all the existing boards?
- All your existing boards (previously views) have been migrated to the new navigation.
- All boards that have been shared with at least one user (shared boards) have been moved to the ‘General’ teamspace
- All shared feature boards will be migrated to ‘Feature boards’ folder
- All shared roadmaps will be migrated to ‘Roadmaps’ folder
- All shared insights boards (previously insights note views or collections) will be migrated to the ‘Insights boards’ folder
- All private boards that have not been shared with another user, have been moved to the Personal section of the owner
- All boards that have been shared with at least one user (shared boards) have been moved to the ‘General’ teamspace
Tip: Throughout the migration period, do not rename or delete the Features and Roadmaps boards folders under the “General” teamspace. In order for continuous syncing of boards, the name of the folder should remain the same while some users are still using the ‘old view’. You can move the boards from those 2 folders at any time.
How should I organize my teamspaces?
- We recommend organizing teamspaces by, product team, pillar, department, or theme. There is no right or wrong setup; it really depends on how you work. Our support team is ready to assist you. We will share additional support materials, including webinars and ‘Best practices videos.’
When I turn it on in private, can I then set it up for my team and then turn it on for the entire workspace?
Yes, you can start by organizing the hierarchy yourself before asking other makers to enable it for themselves. As the last step, you can enable it for the whole org
I’m an admin, will I be able to see all boards?
- Yes, the admins users will now be able to see and access all boards that live in teamspaces.
- Admins users will not have access to the personal section of other users, and they will not be able to see private boards of other users if those users kept their boards in their personal section and do not share the link or the board with the admin user.
Are there any best practices you recommend when organising boards for my organisation?
- Delete any old or un-relevant boards. If you are not sure about the purpose of a particular board, you can move them to a folder titled ‘To review’ and ask the teams to review them.
- Create teamspaces for your product teams or pillars and use folders to further structure them.
- Boards can only live in one teamspaces. In case multiple teams would use a board, we recommend that you use a shared teamspace.
- Move boards to the newly created teamspaces.
- Add the most relevant members to the teamspaces.
- Make sure the boards that should be shared widely are shared with all roles
- Organize the ‘General’ teamspace. This will be the default teamspace that all new users join. We recommend that you use it to organize boards for a wider audience e.g., company roadmap.
How will Insights work in the new navigation?
- We made a big change to how your insights work. We have introduced the ability to organize and share your insights boards using teamspace. We replaced the original ‘Insights tab’ with a slimmed-down page. You can use it to
- Add new notes if you are a contributor or maker
- Browse all existing notes
- Apply filters
- Save boards into your personal section or teamspaces
- All shared Insights boards (previously note views) will be migrated to the ‘Insights boards’ folder in the ‘General’ teamspace. Default note views, namely Unassigned, Unprocessed, and All notes will be moved. These default boards will be ‘locked’ by default. This means that only admin users can edit or delete them.
- Private Insights boards that have not been shared with another user, will be moved to the Personal section of the owner. This includes default note views Assigned to me and Followed notes.
- Follows will not be migrated over due to limited usage of the functionality in its current form.
- All insights boards will become editable, including previously not editable default note views (namely: Notes Assigned to me, Followed notes, Unassigned, Unprocessed, and All notes), subject to board locking and ownership permissions.
- We are also introducing a completely new functionality, Note filter templates, to provide a more guided experience to Insights users, which can help you get started with Insights, or if you are already familiar with the functionality, you can save yourselves some click while creating new Insights board or get to our best practices recommendations faster.
Teamspaces
Who can create a teamspace?
Admins and makers can create teamspaces. Only admins and teamspace owners can archive or delete teamspaces.
Can I control access to teamspaces? Is there a private option?
- All teamspaces are currently open. Anyone can join a teamspace.
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✨ Planned enhancementWe are planning to introduce the ability to restrict access to teamspaces with private and restricted options.
Are teamspaces available on all plans?
- Teamspaces are available on all plans, but some limits apply on lower plans:
- Essential plan - 2 teamspaces.
- Pro plan - 3 teamspaces.
- Enterprise plan - Unlimited teamspaces.
school Productboard Academy Webinar
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