Create your first insight

Kristina Docheva
Written by Kristina Docheva
Updated

Now that you’ve made your product hierarchy, and filled it with any feature ideas you’re already thinking about, it’s time to practice working with your first piece of feedback.

 

In Productboard, you can sift through a piece of feedback (a note) and find the most important takeaway (an insight). By linking that takeaway to a relevant feature idea, Productboard makes it easy to organize feedback with common themes.

 

Start by jumping into your Insights board, identified by this icon:

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Click the + icon on the bottom left side to create a new note:

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Give your note a title. Below the title you have the opportunity to associate a note with a specific company, and even a specific user at that company:

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Finally, you can choose to add a tag or two.

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Next, highlight the section of the note containing the idea or feedback and click on the pen icon that appears:

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Use the popup window which appears to find the relevant feature idea from your product hierarchy. We suggest you type in a search term in the search bar at the top to save time. (If the feature idea doesn’t already exist in your hierarchy, you will be able to create a new idea.) Finally, assign a degree of importance to this feedback. We recommend using “1” as a default value if you aren’t sure:

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Want to see the whole flow in action? Here's a GIF to tie it all together:

 

 

Once you’ve finished linking your feedback to your feature, it’s time to process your note to remove it from your inbox. This is similar to archiving an email: you aren’t deleting anything, but you’re finished working with it and want to remove it from your workspace.

 

Just click the Process button at the bottom right:

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You did it! You’ve now created your first note, and created your first Insight by linking a piece of feedback to a feature idea. Nice work!

 

Viewing your first user impact score


One more thing! We’ll touch on this a bit more later on, but keep in mind that linking a piece of feedback to a feature idea and assigning importance to it automatically generates a user impact score. This score is a quick way to identify your most requested features. You can view this user impact score on your Features board.

 

In the example above, we assigned one point to that feature’s user impact score because we received one piece of feedback with an importance of one:

 

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The user impact score is turned on in your account by default. However, if for some reason you don't see this column on your Features board, you can turn it on via the Misc. menu on the right side:

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Over time, as you process more insights, you’ll generate more and more points for your user impact scores. All that feedback, consolidated in one place, rolled up into structured data? Nice! 🎉

 

Now that you understand how feedback, notes and feature ideas all interact with one another, it’s time to begin bringing in existing feedback from other sources and redirecting future feedback so it arrives in your inbox automatically.

 

Next Steps


✅ Create your first note. Highlight a relevant section and link it to a feature in your hierarchy. Assign a level of importance.

 

✅ Locate your feature in your Features hierarchy and hover over the user impact score to see how your feedback factored in.

 

Watch our on-demand webinar!


Learn best practices around setting up integrations for consolidating feedback and workflows for collaboratively processing user insights. A member of team productboard will explain key concepts, share tips, and answer all your questions so you feel prepared to hit the ground running.

 

👉 Watch "Collect Insights" 👈

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