Create different views for each stage of your workflow

Claudia Pelagatti
Written by Claudia Pelagatti
Updated

Essentials_and_up.svg

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

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

This article shows the following view examples: 

Backlog

This view helps product managers to keep tabs on their ideas, and see whether customers are requesting anything specific.

Screenshot_27.png


To set up this view follow the steps in the table:

Board organization

By Hierarchy Hierarchy.svg

Screenshot_31.png

Filters

Status: New idea

Screenshot_22.png

Hierarchy Hierarchy.svg

Filter which product to display if you have multiple products.

Screenshot_23.png

Sidebar

Misc misc.svg 

Toggle on:User impact score (user_impact_score.svg) and Owner (owner.svg)

Screenshot_24.png

 

Back to topπŸ”

 

Evaluate

You'll use this view to narrow down your list by doing a quick value/effort tradeoff analysis.

Screenshot_53.png


To set up this view follow the steps in the table:

Board organization

Sorted list sortedlist.svg

Screenshot_29.png

Filters

Status: New idea

Screenshot_22.png

Sidebar

Misc misc.svg 

Toggle on: User impact score (user_impact_score.svg), Effort (effort.svg) and Owner (owner.svg)

Screenshot_35.png

Drivers & Scores driver.svg

Drivers: Value

Screenshot_45.png

Prioritization Score: Value for effort (100% Value divided by Effort effort.svg)

Screenshot_46.png

 

Once you've found a feature idea that seems like it has potential, click the status and change it to Candidate.

Back to topπŸ”

Prioritize

With this view, you'll dig deeper to narrow down your list even further.

Screenshot_71.png


To set up this view follow the steps in the table:

Board organization

Sorted list sortedlist.svg

Screenshot_54.png

Filters

Status: Candidate

Screenshot_22.png

Hierarchy Hierarchy.svg

Filter which product to display if you have multiple products.

Screenshot_23.png

Sidebar

Drivers & Scores driver.svg

Drivers: You can choose them based on your needs

Screenshot_69.png

Prioritization Score: You can choose the prioritization score that makes the most sense for your team:

 

Screenshot_70.png

 

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

 

Back to topπŸ”

Release Planning

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

 

Screenshot_75.png

To set up this view follow the steps in the table:

Board organization

By Release release.svg

You can then choose how you want to display releases, in this example we selected Quarters.


Screenshot_72.png

Filters

Status: Planned

Screenshot_65.png

Sidebar

Misc misc.svg 

Toggle on: Timeframe (date.svg)

Screenshot_73.png

Releases release.svg

Select the releases you want to plan for

Screenshot_74.png


Back to topπŸ”

Release Management

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

Screenshot_80.png

 

To set up this view follow the steps in the table:

Board organization

By Release release.svg

You can then choose how you want to display releases, in this example we selected Quarters.


Screenshot_81.png

Filters

Status: Planned and/or In Progress

Screenshot_65.png

Sidebar

Misc misc.svg 

Toggle on: Effort (effort.svg

Screenshot_76.png

Releases release.svg

Select the releases you want to plan for

Screenshot_74.png

Tasks tasks.svg

Select the tasks you're tracking or display the status for the features in your task management software of choice

Screenshot_77.png

 

 

Back to topπŸ”

Status View

Understand where each feature is at throughout its lifecycle.

Screenshot_88.png

To set up this view follow the steps in the table:

Board organization

By Status status.svg

Screenshot_82.png

Filters

 

Hierarchy Hierarchy.svg

Filter which product to display if you have multiple products.

Screenshot_23.png

Sidebar

Misc misc.svg 

Toggle on: Owner (owner.svg) and a custom field we chose a dropdown field.

Screenshot_86.png

 

Back to topπŸ”

 

Top Requests

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

Screenshot_98.png

To set up this view follow the steps in the table:

Board organization

Sorted list sortedlist.svg

Screenshot_92.png

Filters

Status: New idea

Screenshot_22.png

Hierarchy Hierarchy.svg

Filter which product to display if you have multiple products.

Screenshot_23.png

Sidebar

Misc misc.svg 

Toggle on: User impact score (user_impact_score.svg

Screenshot_93.png

Companies Companies.svg

Here you can add specific companies you want to analyze

Screenshot_97.png

Segments Segment-1.svg

Choose what segment you want to look at

Screenshot_94.png


Back to topπŸ”

Bug tracker

Track down bugs in your feature list.

Screenshot_100.png

To set up this view follow the steps in the table:

Board organization

By Hierarchy Hierarchy.svg

Screenshot_89.png

Filters

Tags Tag.svg: Select the tag 🐞 bug

Screenshot_90.png

Sidebar

Misc misc.svg 

Toggle on: Owner (owner.svg)

Screenshot_91.png


Back to topπŸ”

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.

Screenshot_104.png

To set up this view follow the steps in the table:

Board organization

By Status status.svg

Screenshot_105.png

Filters

Status: In progress, Done, and Released

Screenshot_106.png

Hierarchy Hierarchy.svg

Filter which product to display if you have multiple products.

Screenshot_23.png

Sidebar

Misc misc.svg 

Toggle on: Owner (owner.svg), Hierarchy (Hierarchy.svg) and Portals (portals.svg). You can also add a User field for the Product Marketing Manager, or any other point of reference other members of the company can reach out to.

Screenshot_103.png

Tasks tasks.svg

Select the tasks you're tracking or display the status for the features in your task management software of choice

Screenshot_102.png


Back to topπŸ”

Backlog grooming

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

Screenshot_118_2_.png

To set up this view follow the steps in the table:

Board organization

Sorted list sortedlist.svg

Screenshot_107.png

Filters

Hierarchy Hierarchy.svg

Filter which product to display if you have multiple products.

Screenshot_23.png

Team team.svg

Screenshot_111.png

Drivers driver.svg

Choose the drivers you'd like to analyze, and only surface the features that don't have that driver set.

Screenshot_115.png

Effort effort.svg

Make sure to surface only features that don't have an effort value set

Screenshot_114.png

Sidebar

Misc misc.svg 

Toggle on: Owner (owner.svg) and Effort (effort.svg)

 

Drivers & Score driver.svg

Screenshot_119.png

 


Back to topπŸ”

Leadership 

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

Screenshot_13_2_.png

To set up this view follow the steps in the table:

Board organization

By Hierarchy Hierarchy.svg

Screenshot_18.png

Filters

Status: Planned and In progress

Screenshot_8.png

Hierarchy Hierarchy.svg

Filter which product to display if you have multiple products.

Screenshot_23.png

Sidebar

Misc misc.svg 

Toggle on: User impact score (user_impact_score.svg

Screenshot_19.png

Objectives Objective.svg

Choose the objectives you want to display on the board

Screenshot_20.png

Segments Segment-1.svg

Choose what segment you want to look at

Screenshot_22.png


Back to topπŸ”

Engineering

This view helps product managers to keep tabs on their ideas, and see whether customers are requesting anything specific.

Screenshot_4_2_.png


To set up this view follow the steps in the table:

Board organization

By Release release.svg

You can then choose how you want to display releases, in this example we selected Monthly.

Hierarchy.svg

Screenshot_6.png

Filters

Status: Planned and/or In progress

Screenshot_8.png

Sidebar

Misc misc.svg 

Toggle on: Effort (effort.svg), Owner (owner.svg) and Dependencies (dependencies.svg). Custom fields: Dev Lead and Designer.

Screenshot_12.png

 

Back to topπŸ”

Was this article helpful?
3 out of 3 found this helpful