You can create multiple portals for different products or audiences, all within the same Productboard workspace. Each portal can be configured differently, allowing you to create tailored portal experiences for distinct audiences.
This article details requirements and best practices for maintaining several portals at once. For foundational learning, see Getting started with portals.
In this article:
- Key facts
- Creating new portals
- Managing cards across portals
- Sorting feedback from multiple portals
- See also
Key facts
Some things to remember:
- Only admins can create and manage portals.
- Each portal can be configured differently. That includes tabs and sections, sharing options, settings, and item cards.
- Each item card can be given a public name and description that differs from its internal name and description. However, you cannot create different public names or descriptions for each portal that the card appears on. When you change a card's public name or description, that change is visible across all portals which display that card.
- When a visitor submits feedback through a portal, that portal's name is appended to the name of the note which appears on your insights boards. This helps you sort feedback based on which portal it came from.
Creating new portals
To create a new portal:
- From the Main menu, click Portals to open the internal portal view.
- In the top left corner of the portal, click on the portal name.
- In the dropdown menu, click Add a new portal.
- Configure this new portal as you wish. See Getting started with portals for specific instructions.
Duplicating portals
If you want to create a new portal based on an existing portal's cards and settings instead of starting from scratch, you can do so like this:
- In the top left corner of the portal, click on the portal name.
- In the dropdown menu, click the ••• More actions button.
- Click Duplicate.
The duplicate portal will appear in your portal list. It will display all the same cards and have the same configuration and sharing settings as the original. You can then edit it as you would any other portal.
Deleting portals
To delete a portal:
- In the top left corner of the portal, click on the portal name.
- In the dropdown menu, click the ••• More actions button.
- Click Delete.
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Carefully read the information in the window that appears. Check the boxes to confirm you understand the consequences of deleting the portal, then click Delete to permanently destroy the portal.
Note: Deleting a portal, while permanent, will not affect product hierarchy items in any way. Items on other boards will still be there; item cards on other portals will still be there. You're just deleting one way to view that data, not the data itself.
Managing cards across portals
Each product hierarchy item can have one item card (that is, one public name and description designed to be viewed by portal visitors). You can add this card to as many portals as you like, but remember: one item, one card. That means you can't customize your item cards to be unique to each portal.
This goes for posting portal card updates as well.
Example: You have two portals: a basic portal for customers and a VIP portal for investors. You want to post an item card related to a feature you're releasing soon. This feature will have extra functionality for investors compared to basic customers, and you want the item card's public description to include these differences on the VIP portal but not on the basic portal.
This cannot be done. The card's public description is the same on all portals to which it's added. Changing the public description on one portal changes it on all of them.
The workaround in this case is to create two different items in your hierarchy—perhaps add two subfeatures to the feature, one for customers and one for investors, and post each one to its corresponding portal. That way, you can edit the public description or compose updates for one subfeature without impacting the other.
Adding a card to multiple portals quickly
There are a couple ways you can add item cards to a portal. To review the method for adding a card from within a portal, see Getting started with portals.
However, when dealing with multiple portals, it's often more efficient to manage portal assignments from within an item's sidebar. To do so:
- Click on a product hierarchy item (a product, component, feature, or subfeature) anywhere it appears in Productboard to open its sidebar.
- Click on the Portal tab. If this is an item you've already configured to post on a portal, you'll see its public name and description here.
- Scroll down to the bottom of this tab. In the Location section, under Posted to portals, you'll see a list of all the portals in your workspace and whether or not this item is assigned to each portal.
- Click Not posted beside a portal's name, then select the portal tab to which you'd like to add the item.
Removing a card from multiple portals quickly
You can remove a card from one or more portals in the same way you add it to those portals:
- Open an item's sidebar, click on the Portal tab, and scroll down to the Location section.
- Hover over an option under Posted to portals and click the Remove from Portal button to the right.
The Portal column on grids
You can add a special column to your grid boards that allows you to see which portals an item is assigned to. The column will display all the portals an item has been assigned to, and you can hover over an item's portals to see which tab they've been placed in. You can even click Manage Portal settings in the popup window to make changes.
For more information about adding columns to grids, see Quick start guide: Grid prioritization.
Sorting feedback from multiple portals
When a visitor submits feedback through a portal, a note is created and can be viewed on any insights board. Insights boards can be filtered by Source to show notes originating from portals.
However, filtering by Source > Portal does not differentiate between portals if you have more than one, so you need to add another layer of filters to sort feedback incoming from different portals. Title filters work great for this.
When a note arrives from a portal, the name of the portal is included in the note's title. It's always formatted the same way:
[Portal name] + " - Vote for " + [the item card's public name]This means you can set up a filter to look for a portal's name in the title of each note. To do so:
- On any insights board, click Filtered by.
- Select Title.
- Type or paste the name of the portal you want to filter for in the text box. If you want to make your filter more precise, include " - " after the name to make it less likely for you to pick up any similarly-named notes by coincidence.
Remember to save these filters as a new insights board. You can repeat this process to create a board for each portal you have, which makes triage much easier.