Sales, customer success, and marketing – all have valuable insights for the product team based on their interactions with customers, prospects, and the market at large. But these types of inputs often remain scattered across a number of systems, like Evernote, spreadsheets, Zendesk, Intercom, CRMs, or individual PMs' email inboxes.
The Productboard extension for Chrome helps your colleagues capture just the most actionable insights about users, categorize them, and submit them to your Insights board. Once in Productboard, these insights will help you prioritize what to build next. They'll also help designers and developers see the context behind each feature idea they're bringing to life.
In this article:
- Get more insights, spend less time processing
- Share the extension with your customer-facing colleagues
- Managing multiple workspaces
- Troubleshooting tips
- Current limitations
Get more insights, spend less time processing
With the extension, contributors can highlight text on any webpage or web app (like Intercom) and submit it to Productboard in two clicks.
Heads up! Anyone can download the Chrome extension, but you'll need to have the contributor, editor, or admin role in Productboard to use it. (It is not available to viewers or contributors with access limited to the Roadmap.)
1. After highlighting text and selecting the extension icon in your browser’s toolbar, add any tags, and submit the insight to Productboard:
Or, select the extension icon without highlighting any text to write or paste user insights free-form.
When you push a message via the Chrome extension, the note in Productboard will be automatically assigned to you.
2. In the extension, contributors can see all the features already requested by a given user:
3. Contributors can tag user insights within the extension, or visit the Insights board to link insights they've created to related feature ideas:
Note: It is not yet possible to highlight text in Google docs and automatically load it into the extension.
Share the extension with your customer-facing colleagues
If you'll be inviting colleagues into Productboard for the first time, you'll want to give them some context. Here's a starting point:
Dear [illustrious customer-facing colleague],
I'd love to partner with you on something that I think could really help our product team.
Since your team is on the frontlines working with prospects/customers every day, you have a lot of information about user needs that could help the product team prioritize the right features.
On top of putting your feedback to use, we'd also like to be able to offer you more insight into what the product team is working on. For example, you'll be able to see:
- What features various users have requested in the past
- What feature ideas we're considering based on the feedback you've provided
- What's on the roadmap, and what kinds of criteria we're using to decide what features get prioritized
Can we set up a brief meeting over the next day to discuss this further?
Note: Users of the contributor role can only process their own notes on the Insights board.
Note: Colleagues who have not been invited into your workspace as a contributor or maker can still submit feedback by sending emails to your workspace's unique address.
Managing multiple workspaces
If you have multiple Productboard workspaces, you’ll need to specify which workspace insights should be sent to:
Go to Chrome settings > Extensions > Options
Enter the URL for your workspace, preceded by https://
If the Chrome extension is not launching, make sure third-party cookies is unchecked in Chrome settings:
Also, try restarting Chrome.
- The Chrome extension will not open on blank tabs.
- The Chrome extension will not link text from Google Slides and Docs.
- It's not yet possible to indicate what customer company a user is part of when attributing feedback to them.
We’re here for you. Use our chat or write to us at firstname.lastname@example.org.
For more information on how to install and manage Chrome extensions, check out Google's support page.
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