Create different boards for each stage of your workflow

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One common mistake new Productboard users make is trying to do everything on the same screen.

In this article, you'll find examples of boards you can create for each stage in your workflow so you don't get overwhelmed.

This article shows the following boards examples: 

Backlog

The Backlog board helps product managers to keep tabs on their ideas, and see whether customers are requesting anything specific.

1.backlog.jpg

To set up this board, follow the steps below:

Step 1 Step 2 Step 3

Board Organization 

For the Backlog board, set the board organization, Grouped by to Hierarchy.svg Hierarchy

2023-03-28_17-46-49.jpg

 

Evaluate

With the Evaluate board, you'll use this board to narrow down your list by doing a quick value/effort tradeoff analysis.

2.evalute.jpg

To set up this board, follow the steps below:

Step 1 Step 2 Step 3

Board Organization 

For the Evaluate board, set the board organization, Grouped by to sortedlist.svg Sorted list

2023-03-28_17-56-55.jpg

 

 Once you've found a feature idea with potential, click the status and change it to Candidate.

Prioritize

With this board, you'll dig deeper to further narrow your list.

3.prioritize.jpg

To set up this board, follow the steps below:

Step 1 Step 2 Step 3

Board Organization 

For the Prioritize board, set the board organization, Grouped by to sortedlist.svg Sorted list

3.sortedlist.jpg

 

Once you've identified the features you know you want to work on, click the feature status and set it to Planned.

Release Planning

On this board, you can assign features to releases or a timeframe.

4.release_planning.jpg

To set up this board, follow the steps below:

Step 1 Step 2 Step 3

Board Organization 

For the Release planning board, set the board organization, Grouped by to By Release release.svg then choose how you want to display releases. In this example, we selected Quarters.

by_release_qtrs.jpg

 

 

Release Management

Plan your releases and understand if any pre or post-development activities need to be completed.

5._release_management.jpg

To set up this board, follow the steps below:

Step 1 Step 2 Step 3

Board Organization 

For the Release management board, set the board organization, Grouped by to Release release.svg then choose how you want to display releases; in this example, we selected Quarters.

by_release_qtrs.jpg

 

Status board

Understand where each feature is at throughout its lifecycle.

6.status.jpg

To set up this board, follow the steps in the table:

Step 1 Step 2 Step 3

Board Organization 

For the Status board, set the board organization, Grouped by to Status status.svg

by_status.jpg

 

Top Requests

Focus on the features that are most important to your customers.

7.top_requests.jpg

To set up this board, follow the steps in the table:

Step 1 Step 2 Step 3

Board Organization 

For the Top request's board, set the board organization, Grouped by to sortedlist.svg Sorted list

group_sorted_list.jpg

 

Bug tracker

Track down bugs in your feature list.

8.bug_tracker.jpg

To set up this board, follow the steps in the table:

Step 1 Step 2 Step 3

Board Organization 

For the Bug tracker board, set the board organization, Grouped by to Hierarchy.svg Hierarchy

group_hierarchy.jpg

 

Go-to-market teams

Help go-to-market teams understand which features are gearing up to be launched and what tasks need to be done prior to release.

9._GTM_teams.jpg

To set up this board, follow the steps in the table:

Step 1 Step 2 Step 3

Board Organization 

For the Go-to-market teams board, set the board organization, Grouped by to status.svg Status

by_status.jpg

 

Backlog grooming

Surface features that don't have drivers and/or effort set.

10.backlog_g.jpg

To set up this board, follow the steps in the table:

Step 1 Step 2 Step 3

Board Organization 

For the Backlog grooming board, set the board organization, Grouped by to sortedlist.svg Sorted list

group_sorted_list.jpg

 

Leadership 

Understand how features are scored against your company objectives and segment importance.

11.leadership.jpg

To set up this board, follow the steps in the table:

Step 1 Step 2 Step 3

Board Organization 

For the Leadership board, set the board organization, Grouped by to Hierarchy.svg Hierarchy

group_hierarchy.jpg

 

Engineering

This board helps product teams view what the engineering teams are working on and check on the development progress.

12.engineering.jpg


To set up this board, follow the steps in the table:

Step 1 Step 2 Step 3

Board Organization 

For the Engineering board, set the board organization, Grouped by to release.svg Release, then choose how you want to display releases. In this example, we selected Monthly.

release_monthly.jpg

 

 

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