Productboard

Tie customer findings to product development and roadmaps by connecting your Productboard account to Dovetail. With this integration, you can send highlights and insights from a project to Productboard.

• To connect your Productboard account, select ⚙️ Settings → Integrations and navigate Productboard and select Connect. 

• From there, continue to login to your Productboard account and review requested permissions.

Please note you need to be on a paid Productboard plan that supports insights to be able to send Dovetail data to Productboard. At this time, we’re unable to show rich previews like highlights, videos, and images in Productboard at this time but will provide a link back to Dovetail to view the complete note, highlight or insight there.

When highlighting text in a note, you will be able to send this straight to Productboard.

• To do this, create a highlight, or click into a highlight to open the Tag menu picker then select Send to Productboard.

• From there, a toast will appear with a link to the Productboard note that you've just created. You can now link this to features in your Productboard roadmap and get better visibility into customer impact.

You can more than one highlight to Productboard at a time.

• To do this, open a highlight view in your project, select your highlights then click Actions ••• in the pop-up toolbar.

• From there, select Send to Productboard and confirm. To confirm, a toast will appear while it is sending the highlights to Productboard. Don’t navigate away before the action has been completed, otherwise only some of your insights will be sent.

• To send an insight to Productboard, open the insight, click Actions ••• then select Send to Productboard.

• From there, a toast will appear with a link to the Productboard insight that you've just created to confirm the send was successful.

• To do this, open an insight view in your project, select your insights then click Actions ••• in the pop-up toolbar.

• From there, select Send to Productboard and confirm. To confirm, a toast will appear while it is sending the highlights to Productboard. Don’t navigate away before the action has been completed, otherwise only some of your insights will be sent.

• If you wish to disconnect your Productboard account from Dovetail, navigate to ⚙️ Settings → Integrations and locate Productboard in the list.

• From there, select Disconnect beside Productboard. Once disconnected, you'll no longer be able to send new highlights and insights using your account, however anything you've already sent will remain in Productboard.