Managing Your Workspace

What's New?

• Productboard Release Notes
• Productboard BETA releases
• Getting started with Productboard's new navigation and teamspaces
• Getting started with Productboard teamspaces
• Teamspaces and new navigation experience FAQ

Getting Started Guides

• 1. Why Productboard?
• 2. Getting Started
• 3. Features: Capture and organize your feature ideas
• 4. Features: Prioritize and plan your feature ideas
• 5. Insights: Understand what your users need
• 6. Roadmap: Communicate your plan
• See all 13 articles

Persona-based content

• Getting Started with Productboard for Program Managers
• Getting started with Productboard for Product Operations
• Getting Started with Productboard for Product Marketing Managers
• Getting started with Productboard for Engineering
• Getting started with Productboard for Customer Success and Sales
• Getting started as a maker and maker admin in Productboard
• See all 11 articles

Manage account settings

• Locking boards to prevent editing
• How can I change my workspace name (subdomain)?
• How can I edit my Productboard profile information?
• Allow access to your Productboard workspace for remote support
• Use Labs to enable new & experimental features
• Follow entities of interest
• See all 8 articles

Reports

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

Manage members & teams

• ALPHA: Creating custom roles in Productboard
• What happens when I deactivate a member in Productboard?
• Add new members to your Productboard workspace
• Define roles of workspace members
• Enable advanced team collaboration

Manage access & security

• Setting up SAML SSO via PingIdentity
• Accessing Productboard’s Security Reports and Certifications
• Setting up SCIM provisioning with Azure AD
• Setting up SCIM provisioning with OKTA
• Configuring Productboard roles in Okta correctly
• Configuring SCIM provisioning in your workspace
• See all 17 articles

Manage billing, payments & plans

• Pricing and billing for subscription based accounts
• Do I need a credit card to try Productboard?
• How does the trial work?
• How do I change my plan during the trial?
• Will you process my credit card again if a payment fails?

Manage exports & data

• Is my data secure?
• Exporting your notes into a CSV
• Export an audit log for your workspace
• Merge redundant users and companies
• Delete your sample data
• Deleting customer data from Productboard
• See all 7 articles

Shortcuts & best practices

• Customer Support at Productboard
• How to delete a board in your Productboard workspace
• Introducing your Scaled Customer Success Team
• Embed content in the Productboard Editor
• Maintaining your Productboard workspace
• Tips for improving performance
• See all 9 articles

FAQ

• We're updating our terms
• Is Productboard compliant with GDPR?
• How can I find my workspace name?
• What's the best way to submit a feature request?
• What are the technical requirements for using Productboard?
• Is Productboard a project management solution?
• See all 11 articles