Jake Sawyer
Articles
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Import Salesforce Opportunities to Productboard as notes
You can configure your Salesforce integration to bring open and closed opportunities into Productboard, where they will appear as notes on your insights boards. To learn how to set up the Productb...
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Organize members into teams
Today’s digital products require cross-functional teams that include product managers, designers, and developers combining their unique strengths to achieve common objectives. As organizations gro...
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Color code your roadmap items
Adding color to your roadmap items enhances readability by creating visual distinctions between levels or types of items. You can color any main item type (objectives, initiatives, releases, or fe...
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Push initiatives to Jira
Initiatives can be pushed from Productboard to Jira, and some fields can be synced between the two. In this article: Adding an integration column to the board Pushing Initiatives to Jira Linking ...
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Quick start guide: Roadmaps
This guide will help you set up clear and tailored roadmaps. Each section below outlines key concepts and contains links to other articles in case you need more details. The guide assumes you know ...
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Configure custom company data fields
If you're planning on prioritizing by company segmentation, or you're pulling data in from a CRM platform, you'll want to assign custom fields to your user or company item types. This allows you t...
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Best practices for product marketing managers
Product marketing plays a critical role in bringing a product to market successfully. To do so, they need to work efficiently, collaborate with other teams, and stay on top of user needs and what'...
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Getting started as a viewer in Productboard
Welcome to Productboard! Your organization’s product team uses Productboard to figure out what to build next and share that roadmap with you. As a viewer in Productboard, you get to see what featur...
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Identify trends in collected feedback on the Analytics page
Once you've directed ideas, requests, and feedback into your insights boards from various sources, you have a single, centralized, searchable repository. Use the Analytics page to review trends an...
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Naming and defining feature ideas
If you're setting up your product hierarchy for the first time, you're likely considering how best to name your feature ideas. You can take a deep breath here because it's not an exact science. You...