If you have a Legacy workspace and you're just starting to investigate the New Productboard experience, this article will help you make the adjustments necessary for a smooth and productive transition into Productboard's next chapter.
In this article:
- Step 1: Get familiar with the New experience
- Step 2 (Enterprise plans only): Setup new access controls
- Step 3: Begin migrating Legacy boards into the New experience
- See also
Step 1: Get familiar with the New experience
The New and Legacy experiences will operate simultaneously throughout the extended transition phase. That gives you enough time to familiarize yourself with all the great features of the New experience.
Some elements of Productboard will be common across experiences, while others will be unique to one or the other.
- The New experience includes the new board types (Grid, Columns, Timeline, and Document), as well as new functionalities like initiatives, objective hierarchy, key results, and advanced filters. Some Legacy board elements which aren’t compatible with New boards will be unavailable on New boards until use-case parity is achieved.
- The Legacy experience retains Legacy board types: Features boards and Roadmaps (Release Plans, Sprint Plans, Now-next-later roadmaps, Kanban roadmaps, Features timelines, Releases timelines, High level objective timelines, and Feature launch timelines).
Both experiences will receive access control changes to accommodate an eventual migration from the Legacy experience to the New one. Neither experience will receive changes to the core functionalities of insights boards, reports, portals, or the Customers board.
For a more detailed comparison of the capabilities available on the New and Legacy experiences, and for answers to questions you might have about migration tools and timelines, see The New Productboard experience: FAQ.
Step 2 (Enterprise plans only): Setup new access controls
If you have any products which are Read-only or Restricted under the Legacy access model, you'll want to make sure the equivalent New experience settings are configured properly before continuing. If you don't do this, your products will not appear on New boards.
See New product access management for more details about how access levels work in the New experience.
To assign a New access level to a product:
- From the Main menu, click Data > Products. This page lets you give New access levels to products which previously only had Legacy access levels, allowing them to be displayed on New boards.
- Products that don't have a New access level set yet will have an Add button in their row, under the New access column. Click this button.
- In the menu that appears, choose a New access level for the selected product. In short, you can allow everyone to interact with the product according to their role, allow everyone view-only access except for members of certain teamspaces, or prevent anyone from even seeing it unless they're members of certain teamspaces.
- When you're happy with your selection, click Share.
Step 3: Begin migrating Legacy boards into the New experience
To prevent you from having to re-create all your boards from scratch, we've built a migration tool you can use to convert your Legacy boards into New boards. Don't worry—it won't instantly transform every board in your workspace; you'll have complete control at every step.
See Migrate Legacy boards to the New experience for details.