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Knowledge to Build Amazing Products

Getting Started

Getting Started Guide Productfolio is a workflow tool for facilitating end-to-end product planning, from gathering insights and suggestions, to defining your strategy, prioritization, planning, and release. Below is an overview of the workflow that Productfolio

Tutorial Videos

Introduction to Productfolio Discovery Insights Roadmap (Timeline & Kanban) Set Your Strategy Prioritize Feature Ideas Backlog (Requirements & Releases)

Exporting Your Data

You can export your data from any list (Insights, Feature Ideas, Requirements Backlog), as well as data for your entire workspace from your Account > Workspace options. We’ll walk through the steps for each of

Importing Your Data

You can import data for any of the lists in your workspace (Insights, Feature Ideas, Backlog Requirements). The process is similar for each of the lists: 2. Select a CSV or XLS/XLSX file that you

Color Labels

You can set color labels for items on your roadmap to make themes more visually apparent.: Assign a Color Label To assign a color label to an item on your roadmap, follow these steps: Note

Suggestions & Feedback

One of the big ideas behind a product portal is that you can get great feedback from your users. You can share the feature ideas you’re considering, get their feedback on those ideas, and even

OLD: Preview Your Portal

Sharing Your Portal

Once you’ve published your portal, there are two ways you can share it: Invite Guests Invite users as Guests (read only), which means they’ll automatically see the portal when they login. This is a way

Setup Your Portal

To setup your portal, follow these steps:

Save Feedback to Insights

To save feedback or suggestions received from your product portal, to your Insights library, follow these steps:

Linking Insights

Insights can be linked from the Insights Library, to Feature ideas and Personas, in order to demonstrate evidence in support of those things. For example, linking an insight about market demand may help to prioritize

Insights Overview

Let’s Get Started Product discovery is an important part of the product management process, resulting in valuable insights that inform what we build and why. The Insights section, allows you to capture those insights and

Manage Your Strategy

The Home page of your workspace is where your strategy elements are published, including your Vision, Goals, Focus Areas, and Customer Personas. This article explains how to edit these elements. Write Your Vision To write

Manage Strategy

tbd Create a Goal To add a goal to your Strategy page, hover over the Goals module to see the “+” icon appear in the upper-right corner. Click the “+” icon button and you’ll see

Manage Vision

To set a vision for your workspace, go to the home screen and hover over the vision module. You’ll see the vision statement area show a gray box indicating it is editable. Click to edit.

Strategy Overview

Let’s Get Started Define your product’s (or portfolio’s) strategy on the home screen of your workspace. You can define your Vision, Goals, Themes, and Customer Personas as the first thing you and your team

Object Model Overview

Account When a new user signs up, they create a new account. That account that then be used by a company for multiple products and many users can be invited to share this account. Inside

Goals & Focus Areas [OLD]

Overview tbd Create a Goal tbd t Create a Focus Area Part of the Strategy that you define from the home screen of your workspace, Focus Areas describe a thematic area of work for a

Weighted-Impact Scoring

Support for for this feature depends on your subscription plan. Weighted Impact is one of the scoring models available in Productfolio, that can be used to inform roadmap Feature scoring. It is the most strategically

Using Curved Grading

The Weighted-Impact Scoring model provides an option for curved grading which means it will intentionally skew the actual scores of your candidates, in order to achieve a standard distribution curve. How It Works This is

Timeline or Kanban

There are two types of roadmap that you can select between: Timeline or Kanban (now, next, later). A timeline is the traditional representation of a roadmap and can be very useful in with mature products

Bulk Edit

The Feature Ideas, Insights, and Requirements lists each have a bulk actions feature, which means you can select multiple items to apply an action to. By default, the bulk action buttons will be grayed out

Roadmap Candidates Tray

The Candidates tray is the side tray that appears on the right side of your roadmap and lists the prioritized and scored features (from the Prioritize section). This makes it easy to see the top

Roadmap Workstream

One way to group features or projects on a roadmap is with work streams, the horizontal rows that illustrate a stream of work. In the example below, you’ll see ‘Search’ and ‘Core App’ are the

Sprint Planning

Support for for this feature depends on your subscription plan. Sprint planning is a common ceremony for product development teams that practice Scrum and something you easily do with Productfolio. There are three tools that

Visualize Roadmap Progress

You can see the progress of feature/project on your roadmap by clicking on the ‘Show Progress’ button (‘%’ icon, in upper-right corner). If you are tracking status for items, you’ll see the overlay appear that

Setting Up Your Account

Setting Up Your Account You can get up and running quickly with productfolio; there are just a few steps you’ll want to take to get the configuration the way you like it, import your data,

Using the Visualize View

The visualization view makes it easy to see which features have the highest and lowest return on investment (ROI), based on your quantified assessments – high value features are green and float to the upper-left

Moving Items to Another List (review)

It is easy to move items from Features to the Backlog, or the other direction. To do so, check the checkboxes next to the items you want to move. The bulk action menu will appear

Benefit vs Risk Scoring

Support for for this feature depends on your subscription plan. Benefit vs Risk is one of the scoring models available in Productfolio, that can be used to inform roadmap Features scoring. When To Use Benefit

User Permissions & Roles

This is a Team plan feature. See subscription plans to learn more. What Are User Roles? For Team plan subscribers, it is possible to assign one of three roles to users of an account: Assigning

Upgrade Your Account

If you’re currently on a free trial, you will see an ‘Upgrade’ button in the upper-right corner of your screen, when logged in. To upgrade, simply click this button.

Feature Status

Support for for this feature depends on your subscription plan. It is easy to check and track the status of features and you can find this information in two places – the sortable table and

Jira Integration

This is a Team Plan feature only. To integrate with JIRA, you’ll first need to create a connection between your Productfolio and JIRA accounts. Step 1 – Start Integration Start by going to the Account

Cancel Your Subscription

When you cancel your subscription, you will not be billed again but will continue to have access to your plan, until the current subscription term concludes. If you have a paid subscription plan and would

Roadmap Overview

Watch the roadmap Video Tutorial The product roadmap is a plan for what you’ll do in the near-term, in order to realize your longer-term (3-5 year) product vision. It is typically broken down into Focus

Prioritizing Features Overview

Lets Get Started The features section is where you can collect all of the features (aka projects or epics), that you’re considering for your roadmap. You can score the items to see how they

ICE Scoring

Support for for this feature depends on your subscription plan. Impact, Confidence, Ease (ICE) is one of the scoring models available in Productfolio, that can be used to inform roadmap Feature scoring. When To Use

Portal Overview

What is the Product Portal? The Product Portal is how Productfolio becomes a hub of collaboration for your cross-functional. You can share your strategy, roadmap, and feature candidates for feedback to your stakeholders and even

Releases & Backlog Overview

Let’s Get Started The backlog is a collection of actionable, smaller items requirements that can be prioritized and bucketed into sprints or releases. For teams that practice Scrum, these are usually called User Stories

RICE Scoring

Support for for this feature depends on your subscription plan. Reach, Impact, Confidence, Ease (RICE) is one of the scoring models available in Productfolio, that can be used to inform roadmap Feature scoring. When To

Create a Customer Persona

Part of the Strategy that you define on the home screen of your workspace, Customer Segments provide a way to capture the core needs and desires of your customer segments – this can be useful

Notification Settings

Productfolio will notify you when activity occurs on key objects in products you’re associated with. Step by Step Instructions Below is a screenshot of the email notification options that you can opt out of.

Impact Scoring Weights

Feature scoring helps determine which Features are most aligned with your product strategy and provide the best return on your investment of time. Step 1 – Impact Scoring Your impact is determined by assigning a

Search & Filter Lists

As your Features, Insights, and Requirements lists grow, the search and filtering features are an excellent way to find the items you’re looking for. You can find these options at the top of every list,

Customize Terminology

This is a Team Plan feature. See Subscription Plans for details. Overview Vocabulary varies from team to team. The structures that we all use are quite similar however. To enable Productfolio fit your team, you

Manage Users (Add, Edit, Delete)

Ability to set user roles and permissions depend on your subscription plan. Productfolio accounts can have unlimited users per account. Only Team plans however, have the ability to set roles per user, or limit which

Managing Features

The following sections describe how to perform common actions on the Features list. See the Features Overview for most information on how to use this section. Create a Feature Idea To create a Feature, follow

Release Activity

Release management is the process of organizing sets of work items (stories, requirements, tasks), planning when they’ll be done, tracking their progress, and keeping track of when those sets of work were completed. The following

Scoring Feature Ideas

Scoring your roadmap candidates is a useful tool for prioritization for eventually determining what goes on your roadmap. It helps to bring clarity and transparency to the prioritization process by surfacing exactly what criteria are

Writing a Product Brief

Support for for this feature depends on your subscription plan. Product briefs (aka ‘one pagers’) are often written to provide an outline of a problem to be solved, including high-level requirements, as bounds for a

Features

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Contact Us

Customer Support For customer support (how-to, billing, or technical), please write to us at: help@productfolio. com. Media Inquiries For public relationships and/or media inquiries, please write to us at: media@productfolio. com. Business Partnerships For authentic

Customer Development

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What is a Fractional CPO?

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AI for Product Managers

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What is an AI Product Manager?

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Hypothesis-Driven Development

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What Makes a Good Product Manager?

In the realm of product management, what makes a good product manager versus a less effective one is a topic that has been explored and dissected by industry leaders and practitioners alike. Ben Horowitz, a

What Do You Hate About Product Management?

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Is Product Management Stressful?

Product management is a dynamic and multifaceted role that involves overseeing the entire lifecycle of a product, from conception to launch and beyond. While it can be immensely rewarding, the nature of the responsibilities can

What is Product Management in Tech?

Product management in the tech industry shares fundamental principles with product management in other sectors, such as consumer packaged goods (CPG). At its core, product management involves strategic decision-making to answer the questions of “what”

How to Structure a Product Management Team?

Structuring a product management team is a crucial aspect of ensuring effective collaboration, strategic alignment, and successful product development. The way a team is organized can significantly impact its ability to innovate, respond to customer

What Does a Product Marketing Manager Do?

A Product Marketing Manager (PMM) is a crucial player in a company’s strategy, playing a pivotal role in the successful launch and promotion of products. Their responsibilities encompass a wide range of activities, from outbound

How to Get Into Product Management?

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What Do Product Managers Do?

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How to Become a Product Manager?

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What is a Product Manager?

What is a Product Manager? A product manager is a key figure within an organization, playing a central role in the development and success of products. They operate at the intersection of various functional teams,

What is Product Management?

What is Product Management? Product management is a multifaceted discipline that sits at the intersection of strategy, innovation, and execution within an organization. At its core, product management involves answering fundamental questions related to the

What Does a Product Manager Do?

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What Are Product Release Notes?

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Product Management Certifications

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First-Time User Experience

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True Purpose of MVP

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5 C’s Framework

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What is a Product Changelog?

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Do We Build, Measure, and Learn?

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Lean Product Manifesto

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Agile Doesn’t Always Work

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Requirements Aren’t Required

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Dealing With Hostile Sales Teams

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Skateboards vs. Cars – How to Get the Product Right

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Product Management Software

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Strategy-Based Roadmaps

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Roadmap Is Not About Features

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Startups Roadmaps

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Kano Driven Product Development

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Planning Your Product Launch

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How to Give a Powerful Product Demo

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Root Causes of Product Failures

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MVP Is About Learning, Not Delivery

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Minimum Delightful Product

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MVP vs MMP

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Dual-Track Development

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Continuous Design

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First 30 Days as a Product Manager

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Product Discovery Pitfalls

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Science of Product Management

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Don’t Do What the Customer Says

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