Jake Sawyer
Articles
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Link documents to entities with the Resources tab
The Resources tab gives you a dedicated place to manage product documents. From here, you can link existing documents, create new ones, and ask Spark to handle linking for you.This tab and functio...
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Export companies and users to CSV
Over time, your Productboard workspace fills up with a ton of customer data from all the feedback you collect and analyses you run. This article covers how to export that data for use with other t...
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Export guide
This guide contains high-level information about the exporting methods available in Productboard, which items can be exported, and the best way to fulfil certain export use cases. It also contains...
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Ensure integration stability by whitelisting Productboard IP addresses
To ensure a secure and reliable connection between your systems and Productboard, you may need to whitelist Productboard’s static IP addresses on your firewall.Please whitelist the following stati...
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Control your product lifecycle with required fields
You can require that certain fields be filled before changing a feature to a specific status. This helps you enforce data completeness and consistency across teams and can improve planning, report...
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Aggregated customer fields
Aggregated customer fields are custom number fields that dynamically roll up values from related customers. For example, If dozens of customers all expressed interest in a certain feature idea, yo...
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Share documents from your Personal section
You can share any document directly with a specific person, a teamspace, or your entire workspace, without moving it out of where it already lives. This means a doc in your Personal section, a clo...
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View an item's history
If you need to quickly check the history of an item in your workspace and you can't export (or don't want to bother with) the full workspace audit log, you can access an individual item's history ...
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Manage multiple portals
You can create multiple portals for different products or audiences, all within the same Productboard workspace. Each portal can be configured differently, allowing you to create tailored portal e...
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Rename item types across your workspace
There are a lot of product development methodologies, and they don't all share the same terms. For example, what we here at Productboard call 'features', you might call 'epics'. When our terminolo...