Welcome to Productboard - the product management platform which helps product teams figure out what to build next. By setting up the workspace and inviting your team members to it, you're empowering your product teams to align on the right features to build next. With traditional tools, product managers struggle to keep track of user feedback, commit to a solution too early without conducting real discovery, and spend all day fielding questions about what they're releasing next and why. With Productboard, product teams understand what users really need, prioritize what to build based on clear goals, and rally everyone in their organization around a roadmap.
In this article
- What are maker admins and makers?
- How do I know if I am a maker admin or maker?
- Getting familiar with your workspace
- Setting up your workspace
- Account management
What are maker admins and makers?
A maker admin role in Productboard is for your product leaders, product champions, and IT admins. In Productboard this role has full edit rights on all boards as well as managing members, integrations, settings, and billing.
A maker role in Productboad is for your product managers, product operations, and UX researchers. In Productboard, this role has full edit rights on all boards.
The tab below outlines what you can do as a Maker admin or a Maker in Productboard:
How do I know if I am a Maker admin or a Maker?
To check the role associated with your profile in Productboard:
- Click the workspace menu in the top left corner.
- Click Members.
- On the Members page, you'll see a list of all active members currently associated with your workspace, along with their respective roles.
- Under the Maker list, you will find your profile.
Getting familiar with your workspace
Setting up your workspace
1. Organize your feature ideas into a product hierarchy
All of your feature ideas should live in a single flexible hierarchy. Think of your hierarchy like a filing cabinet - but one you can sort, filter, search, and rearrange easily. Add features (and subfeatures) to your board, then create different boards to see your features displayed in useful ways.
2. Create boards to organize and standardize your prioritization process
Figure out what to build next by answering two critical questions: What do my users need most? And what will help sustain and grow our business?
Productboard makes it easy to create different boards for each stage of your product development lifecycle. Each view contains the tools you need for the task at hand, whether you’re sorting through your backlog for good ideas, or assigning your top features to upcoming releases.
Whether you’re using user impact scores, effort fields, drivers, custom prioritization scores, or custom fields, creating boards helps you focus on the information that matters most for the task at hand.
Once you've created all these useful fields, don't overwhelm yourself by displaying everything at once! Create Features boards to focus on the information that matters most for the task at hand.
3. Manage your delivery planning
Once you and your team have figured out which ideas to build next, track them all the way through to launch - no matter what tools your team uses to manage delivery.
- Assign features and subfeatures a status to track their location in the product development lifecycle.
- Ready to push a feature into delivery? Integrate with Jira, Azure DevOps, GitHub Issues, Pivotal Tracker, or Trello. Your engineering teams can continue managing their development pipeline as usual, allowing you to stay in sync without switching tools.
4. Consolidate all your user feedback into Productboard
Use the Insights board to consolidate all your user feedback, feature requests, and research notes into one centralized database, and link them directly to related feature ideas.
- Import your user feedback from spreadsheets, email, and customer support tools. See the article Migrate your historical feedback.
- Install our Chrome extension to capture feedback on the fly - especially useful for customer-facing colleagues!
- Set up an integration with your ticket systems and CRMs, like Intercom, SalesForce, or Zendesk, forwarding emails from customers and pushing messages from Slack. You can even use Zapier to connect Productboard with thousands of other tools and services. For more information about our customer feedback integrations, see these articles.
- Highlight useful snippets of feedback from your notes and link them to feature ideas - a process that we call creating Insights.
5. Build your user impact scores
Every time you link a note to a feature idea and assign it a certain level of importance, you contribute to that feature idea's user impact score. A high user impact score indicates a feature that your customers really want — or desperately need.
6. Create Teamspaces to organize your entire product organization in one workspace
Teamspaces enable you to organize your entire product organization in one workspace.
With teamspaces, each team has its own space to manage boards and data; everyone has easy access to all the information that’s relevant to their work and can customize the Productboard main menu sidebar to reflect their role and priorities.
7. Add colleagues as contributors
Your best sources of user feedback are often your colleagues on customer-facing teams, like Sales and Customer Success. Adding colleagues as contributors allows them to create new notes without giving them edit access over your features or roadmaps. (Here are some tips & resources to get them on board ASAP.)
8. Create a roadmap
Roadmaps are interactive visualizations of your plans that you can share with colleagues and stakeholders. Changes you make elsewhere in Productboard are automatically updated in your Roadmaps - and vice versa!
Check out this handy guide to get started.
9. Share your roadmaps
1. Add your colleagues
Productboard works best when teams inside and outside your Product organization can contribute feedback, stay up-to-date and ask questions about the future of your product. See this article for more details about access roles, but generally speaking:
- Most members of the product team will be makers with admin access or makers.
- Customer-facing colleagues (e.g. Sales, Support, Customer Success) are usually contributors.
- Other colleagues and internal stakeholders are usually viewers.
2. Turn on Productboard Teams
Group workspace members together into Teams, so they can collectively tackle company objectives, receive access to saved boards or roadmaps, or get contacted collectively with an @-mention.
3. Try out experimental features
Love being an early adopter? Makers with admin access can enable Labs features to get early access to our experimental features. (Watch out - this is a playground, and things change without warning!)
4. Manage your billing
To manage your billing of account, you can update the credit card details by following these steps:
- Click on the workspace name in the top left of Productboard, then select Billing.
- Navigate to Credit card details, then select Change card.
- Enter in the new card details and click Save Changes.
To learn more about Productboard, enroll in our 👉 Getting Started with Productboard 👈 Academy course.