Features Board - Setup & Configuration
Get started by building a hierarchy
Ready to get started with Productboard? Great! The first thing you should do before anything else is to take a few mi...
How to add features to Productboard
Your Features board is the home of all your feature ideas, big and small. You might be storing feature ideas in a var...
Import features from a spreadsheet
Before Productboard did you log features in a spreadsheet or a tool that exports to XLSX/CSV?
Import features from sp...
How to manually add a company to Productboard
Adding your customers into Productboard allows you to identify feedback they've submitted, surface feature ideas t...
How to import company data via CSV
Available on Scale and Enterprise plans.
Adding your customers into Productboard allows you to identify feedback...
Where did my features go?
"Help! I can't find my feature!"
Sometimes filters can conceal features in unexpected ways.
Follow the steps belo...
Features Board - Prioritizing Features
Defining your product objectives
Objectives are clear, measurable, inspiring goals aligned with specific outcomes you're striving to achieve — for y...
Track Tasks for each feature
Track tasks like design or documentation that can be worked on for each feature in parallel
Feature status is the pri...
How does the Effort Field work?
The Effort Field's story point scale
The effort field in productboard is designed to be flexible, so accepts any nume...
Customize status values for features
In Productboard, feature status is a handy way to show what phase a feature is in within the product development li...
How to prioritize using customer segments
Available on Scale and Enterprise
Great product managers understand how to identify the needs of specific ...
Organizing your feature ideas
If you’re a data-driven product manager, chances are you’ve long dreamed of being able to quantify the projected im...
Insights Board
Link user feedback to related feature ideas using insights
Whenever you receive user feedback about your product - whether in an email, a support ticket, a phone call, researc...
Import notes from a spreadsheet
Consolidate user research & feedback stored in spreadsheets (or solutions like CRMs or survey tools that support CSV ...
Help contributors begin submitting valuable user insights
It's now even easier for customer-facing contributors to submit user insights to Productboard, while reducing the tim...
Build a sustainable feedback pipeline
You’ve done the heavy lifting of transferring your backlog of features and historical feedback into Productboard. How...
How should insight importance scores be used?
Suggested guidelines for scoring the importance of insights
Once you've highlighted a new user insight and linked it ...
Enabling contributors to effectively contribute insights
Customer-facing teams like sales, marketing, support, and customer success have a wealth of insights around what user...
Roadmap Board
How to color code your objectives by theme
Available on Scale and Enterprise plans.
Organize your roadmap and help others understand "why we're working on this...
Guide: Choose the right roadmap for your audience
Building your first roadmap can be intimidating if you don't know where to begin. We created this guide to provide ne...
Plan releases to decide what to deliver when
As you prioritize what to build now, next, and in the short-term, you'll want to begin tracking when that functional...
How to use swimlanes to organize your roadmaps
Your roadmap tells a story about your product - and sometimes a big story needs to be broken into chapters for easier...
How to create a Features timeline roadmap
Plan and monitor delivery work across different teams or products in a single view. This visualization is ideal if y...
How to create an Objectives timeline roadmap
Communicate a high-level plan of measurable, time-bound goals across different teams over time. This visualization i...
Portal
Embed your Portal
Looking to engage customers with your Product Portal? Embed it where they already spend time. It'll be even easier fo...
Customize your Portal’s domain with CloudFront and Route53
How to host your Portal on your own custom domain using CloudFront and Route53
Prerequisites - a free plan on Amazon ...
Driving engagement with your Portal
Based on analysis of aggregated Portal activity data and inputs from Productboard users, the best practices below c...
Customize your Portal's domain with Cloudflare
Create a custom CNAME record with Cloudflare
Prerequisites - a free plan on Cloudflare is enough to set up a custom...
Customize your Portal's domain
Using the steps below, makers with admin access can customize their Portal's domain.
In this article:
Create a custo...
Close the feedback loop with Portal card updates
Ever wish you could share an update with all the users who requested a feature in the past? That’s what Portal card u...
Shortcuts & best practices
Use emojis to restore the humanity in product planning
We have a little 🎁 for you. Emojis can now be used throughout productboard in text such as feature names 💡, strateg...
Tips for improving performance
1. Disable AdBlock
AdBlock is designed to filter out ads on traditional static webpages.
Modern interactive apps like...
Maintaining your workspace
In the digital world, as in our physical work environment, a cluttered workspace adds little bits of friction that ...
Format text in Productboard descriptions
Enhanced formatting is now available for the description fields of notes, features, Portal cards, and the descripti...
Use keyboard shortcuts
Use keyboard shortcuts to speed up common actions in Productboard.
From anywhere in the application, press ?to see ...