Create different views for each stage of your workflow

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

The Backlog 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 below:

Step 1 Step 2 Step 3

Board Organization 

For the Backlog view, set the board organization view to By HierarchyHierarchy.svg

By_Hierarchy.png

 

Evaluate

With the Evaluate view, 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 below:

Step 1 Step 2 Step 3

Board Organization 

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

Sorted_List_.png

 

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

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 below:

Step 1 Step 2 Step 3

Board Organization 

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

Prioritize_Sorted_List.png

 

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

Screenshot_75.png

To set up this view follow the steps below:

Step 1 Step 2 Step 3

Board Organization 

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

BO_release_planning.png

 

 

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 below:

Step 1 Step 2 Step 3

Board Organization 

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

Release_Mngmnt_BO.png

 

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:

Step 1 Step 2 Step 3

Board Organization 

For the Status view, set the board organization view to By Status status.svg

Status_view_BO.png

 

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:

Step 1 Step 2 Step 3

Board Organization 

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

TR_BO.png

 

Bug tracker

Track down bugs in your feature list.

Screenshot_100.png

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

Step 1 Step 2 Step 3

Board Organization 

For the Bug tracker view, set the board organization view to By HierarchyHierarchy.svg

Bug_BO.png

 

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:

Step 1 Step 2 Step 3

Board Organization 

For the Go-to-market teams view, set the board organization view to By Status status.svg

GTM_status.png

 

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:

Step 1 Step 2 Step 3

Board Organization 

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

BG_BO.png

 

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:

Step 1 Step 2 Step 3

Board Organization 

For the Leadership view, set the board organization view to By Hierarchy Hierarchy.svg

Leadership_BO.png

 

Engineering

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

Screenshot_4_2_.png


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

Step 1 Step 2 Step 3

Board Organization 

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

BO_engineering.png

 

Was this article helpful?
19 out of 22 found this helpful

Comments

0 comments

Article is closed for comments.

Articles in this section

See more
Our Support hours:
Monday to Friday from 9:00 am - 2:00 am CET. Monday to Friday from 0:00 am - 5:00 pm PST.
Productboard Academy
Become a Productboard expert with self-paced courses, quick tip videos, webinars and more.
Product Makers Community
Connect with product leaders, share and find product jobs, and learn how to approach similar challenges. Come join our Product Makers community.