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Productboard Pn

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Overview

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.
Productboard recently made changes to their API that affect the Dovetail integration. Some data, metadata, and links may not appear as expected when sending information from Dovetail to Productboard.We’re aware of the issue and working on improvements.

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Set up Productboard integration

  • 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.

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Send highlights to Productboard

After creating one or many highlights in your project, you can send these straight to Productboard.
  • To do this, open Highlights in your project, select your highlights, click ••• in the pop-up toolbar 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.
  • From there, open Productboard to view your highlights as new notes.

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Send insights to Productboard

  • To send one or multiple insights to Productboard, open the insight, click •••, then select Send to Productboard.
  • Once selected, a toast will appear with a link to the Productboard insight that you’ve just created to confirm the send was successful. Don’t navigate away before the action has been completed; otherwise, only some of your insights will be sent.
  • From there, open Productboard to view your insight as new notes.

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How does the Productboard integration handle permissions and tags?

Dovetail uses your connected Productboard account when sending documents to Productboard. Each user connects their own Productboard account through the integration settings, and Dovetail performs actions on their behalf. This means users can only do what their connected Productboard account has permission to do. If a user cannot perform an action directly in Productboard, they will not be able to perform that action through Dovetail.

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How do tags work when sending documents to Productboard?

The Tags field in the send dialog is a free-text field. It does not display a dropdown of existing Productboard tags, so users need to manually enter the tag names they want to apply.
  • If the tag already exists in Productboard, Dovetail will apply it to the note.
  • If the tag does not exist, Dovetail will automatically create it before applying it.
Tip: Double-check tag spelling before sending. A typo will create a new tag rather than matching an existing one. Any new tags created through Dovetail will be added to your shared Productboard workspace tag list and will be visible to other Productboard users.

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What Productboard permissions are required to send documents and create tags?

Users need permission to create and tag notes in Productboard. By default:

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Why can a user send documents but not create tags?

Some organizations use custom Productboard roles that modify default permissions. Admins can remove specific capabilities, including the ability to create new tags. If a user can send documents through Dovetail but cannot apply a new tag, check whether their Productboard role allows them to create tags.

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Disconnect Dovetail and Productboard

  • 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.