Managing Your Workspace

What's New?

• Productboard Release Notes
• Current Productboard betas

Getting Started Guides

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Manage account settings

• How can I edit my Productboard profile information?
• Owning entities in Productboard
• Allow access to your Productboard workspace for remote support
• Use Labs to enable new & experimental features
• Understand how notifications work in Productboard
• How can I change my workspace name (subdomain)?

Reports

• BETA: Report Allocation
• BETA: Report Efficiency
• Use Reports to better understand how your product team operates

Manage members & teams

• Add new members to your Productboard workspace
• Define roles of workspace members
• Enable advanced team collaboration

Manage access & security

• Troubleshooting Azure AD issues
• How do I reset my password when I can't sign into Productboard?
• Setting up SSO SAML via VMware Workspace ONE
• Troubleshooting Okta issues
• Setting up SSO SAML via Active Directory Federation Services (ADFS)
• How to manage permissions in Productboard
• See all 11 articles

Manage billing, payments & plans

• Will you process my credit card again if a payment fails?
• How does the trial work?
• Do I need a credit card to try Productboard?
• How do I change my plan during the trial?
• Pricing and Billing (per seat)

Manage exports & data

• Export your features and notes into CSV
• Delete your sample data
• Merge redundant users and companies
• Export an audit log for your workspace
• Migrating from UserVoice to Productboard
• Delete customer data from Productboard
• See all 7 articles

Shortcuts & best practices

• Use emojis to restore the humanity in product planning
• Tips for improving performance
• Maintaining your workspace
• Format text in Productboard descriptions
• Use keyboard shortcuts

FAQ

• How can I find my workspace name?
• What visibility of Productboard do our customers have?
• Troubleshooting performance issues
• What are the technical requirements for using Productboard?
• Is Productboard a project management solution?
• How do I spread the love?
• See all 11 articles