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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Getting started as a contributor in Productboard
Contributors are Productboard users in customer-facing roles, such as support, sales, marketing, and customer success. They submit feedback and stay updated on product plans. That feedback is often...
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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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Productboard Pulse
Warning: Productboard Pulse is not available for purchase at this time. Some capabilities of Productboard Pulse are included in Productboard Spark, and the rest will come to Spark with time. See ...
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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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Route feedback to the right person efficiently
The value of centralized customer feedback depends on routing it to the right people quickly. This article walks through a three-step workflow for assigning feedback to the makers who own each pro...
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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...