Product Discovery

Learn how to effectively use Idea and Opportunity Management in ProductPlan to validate and prioritize your roadmap initiatives.

Zach Garfinkel avatar
Written by Zach Garfinkel
Updated over a week ago

Idea and Opportunity Management

Use the Product Discovery space to collect feedback, manage ideas and validate business opportunities. 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.

Submitting Ideas and Creating Opportunities

To get started navigate to the top right-hand corner of your screen and click the lightbulb icon! From here you can begin submitting ideas or creating opportunities. It is important to note that Idea Management exists at the account level, so all users must be part of the same team to access their idea and opportunity management space.

Idea Management

From the Idea management space, you can collect new product ideas in a clean, central repository making it easier to analyze ideas and identify opportunities. From this page you will be able to assign customers to ideas, tag ideas, assign ideas to opportunities, and describe the “how” behind your opportunities. Select ideas in bulk to either add to an opportunity or create a new one! Both editors and viewers are able to submit ideas to the team!

You will also have the option to import existing ideas your team has compiled via CSV/XLS spreadsheet. You can find an example template for use here.

Editors can create 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. For more information, check out the collecting feedback with idea form article.

Opportunity Management

The opportunity management space helps your team to determine which problems are worth solving. From this page define your opportunities and validate them with ideas you have captured. Creating opportunities requires an editors license.

Connecting Opportunities to your Roadmap

To connect opportunities to your roadmap, you'll want to begin in the Idea & Opportunity portal. Select the opportunity you're looking to add to the bar/container and select +Connect to bar or container from the righthand side menu. You can either create a new bar/container in the parked section or select an already existing bar/container.

If you would like to add an opportunity from your roadmap, click into a bar click into the bar details on your roadmap and connect the opportunity!

Note: Product Discovery is a Professional and Enterprise feature. Please contact our team if you’d like to trial this new product or have any questions about using it!

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