Your quick start guide to Productboard Enterprise

Productboard is a customer-centric product management system

Customer-centric product strategy is hard. With traditional tools, product managers struggle to keep track of user feedback, commit to a solution too early without conducting real discovery, and spend all day fielding questions about what they're releasing next and why. With Productboard, product teams understand what users really need, prioritize what to build based on clear goals, and rally everyone in their organization around a roadmap.

In this quick start guide:

Features board

Your Features board helps you decide what to build next. Gather all your ideas into one place, surface the most promising ideas, and plan your upcoming releases.


Feature hierarchy:

All of your features ideas live in a single flexible hierarchy. Think of your hierarchy like a filing cabinet - but one you can sort, filter, search, and rearrange easily. Add features (and subfeatures) to your hierarchy, then create different boards to see your features displayed in useful ways.

Feature prioritization:

Figure out what to build next by answering two critical questions: What do my users need most? And what will help sustain and grow our business?

Productboard offers many different ways to support your team's prioritization process:

Once you've created all these useful fields, don't overwhelm yourself by displaying everything at once! Create Feature boards to focus on the information that matters most for the task at hand.

Prioritization matrix:

One particularly helpful way to compare feature ideas is with our interactive prioritization matrix. Visualize how each idea aligns to a specific company objective, and decide whether it's worth the value/effort tradeoff using intuitive drag-and-drop workflows. Any changes you make to a feature's value, effort, or objective priority on the prioritization matrix will be reflected elsewhere in Productboard.

Delivery planning:

Once you and your team have figured out which ideas to build next, track them all the way through to launch - no matter what tools your team uses to manage delivery.

Insights board

Use the Insights board to consolidate all your user feedback, feature requests, and research notes into one centralized database, and link them directly to related feature ideas. Identify urgent or popular feature ideas, see relevant context and comments in one place, and center user needs at the heart of your product strategy.

Consolidating feedback:

Highlight useful snippets of feedback from your notes and link them to feature ideas - a process which we call creating Insights. It's easy to add notes from anywhere:

Processing notes:

We're big fans of the "Inbox zero" philosophy - and that applies to your Productboard Insights board, too! Once you finish creating an insight, process the original note to archive it. (Don't worry, you can always retrieve it later from All notes!)

Building user impact scores:

Every time you link a note to a feature idea and assign it a certain level of importance, you contribute to that feature idea's user impact score. A high user impact score indicates a feature that your customers really want — or desperately need.

Collecting feedback is a team sport:

Your best sources of user feedback are often your colleagues on customer-facing teams, like Sales and Customer Success. Adding colleagues as contributors allows them to create new notes without giving them edit access over your features or roadmaps. (Here are some tips & resources to get them on board ASAP.)

Setting up your Portal:

One source of feedback you'll want to take advantage of is the Productboard Portal. It's an interactive interface you can share with colleagues and/or customers to collect votes and feedback on ideas you're still considering and features that are planned. You can also use the Portal to share what's currently in beta or what's recently been launched — an effective way to keep customers informed and boost new feature adoption.

Roadmap board

Rally everyone around where the product is headed — and why — with dynamically updating roadmaps.

Roadmaps are interactive visualizations of your plans that you can share with colleagues and stakeholders. Changes you make elsewhere in Productboard are automatically updated in your Roadmaps - and vice versa!

Roadmap types:

Share your roadmaps:

Create different roadmaps for different audiences. (Psst - Here's a handy guide!) Share your roadmap with your colleagues or export to a PDF or PNG.

Account management

Add your colleagues

Productboard works best when teams inside and outside your Product organization can contribute feedback, stay up-to-date and ask questions about the future of your product. For that reason, we make it easy to restrict how other cross-functional teams and colleagues can use your account using access roles.

  • Most members of the product team will either be makers with admin access or makers.
  • Customer-facing colleagues (e.g. Sales, Support, Customer Success) are usually contributors. They can view Features boards and Roadmaps that you've explicitly granted them access to, and they can only interact by leaving comments on those specific features.
  • Other colleagues and internal stakeholders are usually viewers. They can only see Roadmap views and features that you've explicitly granted them access to, and they can only interact by leaving comments on those specific features.

Tip: When in doubt, you can feel confident adding new people to your Productboard account as viewers. Unless you grant them access to a roadmap, by default they won't see anything!

Enable single sign-on:

Restrict access to your Productboard account to authorized members only. Enable single sign-on for OKTA, or enforce Google Apps SSO. We also allow you to enforce SAML single sign-on with Azure AD and other SSO solutions.

Turn on Productboard Teams:

Group workspace members together into Teams, so they can collectively tackle company objectives, receive access to saved boards, or get contacted collectively with an @-mention.

Try out experimental features:

Love being an early adopter? Makers with admin access can enable Labs features to get early access to our experimental features. (Watch out - this is a playground, and things change without warning!)

Manage account data:

Clean up redundant users and companies with our merge feature.

Maintain compliance with GDPR regulations by removing certain customer data.

Help and resources

Need help? Start right here in the Help Center. If you have questions, don't be afraid to reach out to our amazing Support team at Finally, check out our Events page for upcoming webinars, trainings, events and more!

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