Managing Your Workspace

What's New?

• Preview: Migrate Legacy boards to the New experience
• Building and tracking key results
• Columns boards: Customizable column-based roadmaps
• Organize your objectives into their own hierarchy
• Link insights automatically with Productboard AI
• Hubs for teamspaces and folders
• See all 16 articles

Getting Started Guides

• Quick start guide: New roadmaps
• Quick start guide: Grid prioritization
• Collaborate on documents within Productboard
• What is Productboard?
• Fundamentals of Productboard
• Quick start guide: Feedback
• See all 11 articles

Persona-based content

• Best practices for program managers
• Best practices for Product Operations
• Best practices for product marketing managers
• Best practices for engineering managers
• Best practices for user research teams
• Best practices for designers
• See all 7 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

• BETA: Custom roles
• 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

• Board access overrides
• Legacy product access management
• Access control guide
• Legacy board sharing: Individual board options
• New board sharing: Teamspace types and member access levels
• Setting up SAML SSO via PingIdentity
• See all 22 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?
• 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
• Delete 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 Productboard's Customer Success Teams
• Embed content in the Productboard Editor
• Maintaining your Productboard workspace
• Tips for improving performance
• See all 9 articles

FAQ

• How can I change the layout of a board?
• 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?
• See all 12 articles