Learn how to effectively use the Discovery space in ProductPlan to collect and manage ideas.
Use the Product Discovery space to collect and manage ideas, feedback, feature requests from internal or external stakeholders. With these new idea management features, product teams will be able to make better decisions more quickly and feel confident about what makes it onto the roadmap.
To get started, navigate to the Discovery tab (lightbulb icon) in the menu on the left. It is important to note that idea management exists at the account level, so all users must be apart of the same team to access their idea management space. Both editors and viewers are able to submit ideas to the team. There are three primary ways to submit ideas:
- Submit ideas directly within the account by clicking the + New idea button.
- Submit ideas by importing existing ideas your team has compiled via CSV/XLS spreadsheet. You can find an example template for use here.
- Submit ideas through an idea intake form.
- Editors have the ability to create idea intake forms and provide prompts about any topics they choose to ask for feedback. The form can be customized with a title and directions. The form will have the standard idea fields by default. Enterprise accounts have the ability to add custom fields to idea intake forms. For more information, check out the collecting feedback with idea form article.
The Ideas page enables you to collect new product ideas in a clean, central repository making it easier to analyze ideas and identify initiatives. From this page, you will be able to assign customers to ideas, tag ideas, assign ideas to initiatives, and describe the “how” behind your initiatives. You also have the ability to filter the ideas list or search for ideas.
Note: Product Discovery is a Professional and Enterprise feature. Please contact our team if you have any questions about using it.