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Overview

Connect Productboard to Dovetail to push highlights and docs from your projects into Productboard as notes. From there, you can link those notes to features in your roadmap so prioritization stays grounded in real customer evidence. The Productboard integration is one-way: it sends content from Dovetail to Productboard. Nothing is imported from Productboard into Dovetail. Productboard is a connected app: each user connects their own Productboard account. Learn more about connected apps →

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Prerequisites

Before you connect Productboard to Dovetail, make sure you have:
  • A Productboard plan that supports notes and insights.
  • A Productboard role that allows you to create and tag notes — for example, Admin, Maker, or Contributor. Viewers cannot send notes.
  • Access to Settings → Connected apps in Dovetail.
Each user connects their own Productboard account, and Dovetail acts on their behalf — so you can only send content that your Productboard account has permission to create.

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Set up the Productboard integration

  1. In Dovetail, go to Settings → Connected apps.
  2. Find Productboard under App connectors, select Connect, then select Connect in the dialog.
  3. You’ll be redirected to Productboard. Sign in if you aren’t already, review the permissions Dovetail is requesting, and approve the connection.
  4. You’ll be returned to Dovetail once the connection is complete.
Once connected, Send to Productboard appears as an option on highlights and docs in your projects.

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Send highlights to Productboard

After creating one or more highlights in a project, you can push them to Productboard as notes.
  1. Open Highlights in your project.
  2. Select the highlights you want to send.
  3. Click ••• in the pop-up toolbar and choose Send to Productboard.
  4. A dialog titled Push highlight to Productboard (or Push highlights to Productboard for multiple) opens.
  5. For a single highlight, review or edit the Description field. It’s prefilled with the highlight text and a link back to the highlight in Dovetail.
  6. Optionally, add Tags (see How tags work below) and choose a Customer.
  7. Select Create note (or Create notes for multiple).
You’ll see a Sending… toast, followed by Sent to Productboard with a View action that opens the new Productboard note. Open Productboard to link the note to features on your roadmap.

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Send docs to Productboard

You can also send an entire doc to Productboard as a note.
  1. Open the doc you want to send.
  2. In the top right, next to Share, click the chevron (View all actions).
  3. Under Suggested, select Productboard. If you don’t see it, click Show more.
  4. In the Push doc to Productboard dialog, review or edit the Description. It’s prefilled with the doc title and a link back to the doc in Dovetail.
  5. Optionally, add Tags and choose a Customer.
  6. Select Create note.
Productboard isn’t in the ••• menu. That menu only has copy, move, and print options.
A Sent to Productboard toast confirms the send and links to the new note. Don’t navigate away before the toast appears — if you’re sending multiple items in bulk, closing the page early can cut the batch short.

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What gets sent to Productboard

Every note Dovetail creates in Productboard includes: Each note records the Dovetail highlight or doc it came from, so sending the same highlight or doc twice won’t create a duplicate — you’ll see an Already exists in Productboard toast instead. What doesn’t transfer:
  • Videos, images, and other rich previews from the highlight or doc.
  • Dovetail tags, contacts, custom fields, or project metadata beyond what’s included in the description.
  • Comments, reactions, or activity from the Dovetail highlight or doc.
The note in Productboard always links back to Dovetail, so any user with access can open the original highlight or doc there.

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How tags work

The Tags field in the send dialog lists the tags that already exist in your Productboard workspace. Select the tags you want to apply, or type a new tag name.
  • If the tag already exists in Productboard, Dovetail applies it to the note.
  • If the tag doesn’t exist, Dovetail creates it before applying it.
If your Productboard account can’t create tags, the field only lets you select existing tags. 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 are added to your shared Productboard workspace tag list and are visible to other Productboard users.

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Productboard permissions required to send notes and create tags

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

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Why can a user send notes 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 notes through Dovetail but can’t apply a new tag, check whether their Productboard role allows them to create tags.

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Troubleshooting

“Please reconnect the Productboard integration” or “Could not connect to Productboard. Reconnect the integration” Your Productboard authorization has expired or been revoked. In Dovetail, go to Settings → Connected apps, disconnect Productboard, and connect it again. “Failed to send to Productboard” The request to Productboard failed. Try again — if the problem persists, check Productboard’s status page and confirm your account is still active. “Already exists in Productboard” The same highlight or doc has already been sent to Productboard from this Dovetail workspace. Open Productboard to find the existing note. Send to Productboard doesn’t appear in the ••• menu You haven’t connected your Productboard account yet, or the connection has been removed. Connect Productboard in Settings → Connected apps.

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Disconnect the Productboard integration

Disconnecting Productboard stops Dovetail from sending new notes on your behalf. Notes you’ve already sent stay in Productboard.
  1. In Dovetail, go to Settings → Connected apps.
  2. Select Configure next to Productboard.
  3. Next to your connection, select Remove connection.
  4. Select Disconnect to confirm.
Workspace admins can also remove other users’ connections. See Connected apps. To fully revoke Dovetail’s access on the Productboard side, sign in to Productboard, open your account settings, and revoke the Dovetail integration from your list of connected apps.