Licensing questions
What are the different types of users, and who needs to pay?
Read this: Creators, Contributors and Stakeholders.
How do I add contributors to a Jira Product Discovery space if they don't have a Jira license?
Head over to our documentation to learn everything you need about contributors and how to create a contributor group.
All site administrators are consuming a license, why?
You need to remove Jira Product Discovery product access from the site-admins user group. Details here: read this if you're a site administrator and added Jira Product Discovery Free or Standard.
Are Jira Product Discovery users billable under Atlassian Guard?
Creators who only have a license for Jira Product Discovery aren't billable under Atlassian Guard for the moment. Contributors and stakeholders (as long as they don't hold another Atlassian product license) aren't billable either, even when synced via SCIM. You can enforce SSO for these users - this doesn't make them billable.
If the same external user has both JSM portal-only access and JPD contributor access, they still remain non-billable under Atlassian Guard when SSO is enforced.
Learn more about your Guard bill.
Product questions
🆕 Where can I learn more about the Premium plan of Jira Product Discovery?
Check out the JPD Premium Plan FAQ.
Is there a public roadmap for Jira Product Discovery?
Yes, you can find it here: JPD public roadmap.
(and yes, it was created with JPD 🙂)
What do I use Jira Product Discovery for?
You use Jira product discovery as your product backlog where you:
How do I get started?
We wrote a handbook that explains what JPD is for, the ways of working that come with it, and how you can adopt it in your product management team: Atlassian Product Discovery handbook or (download the PDF)
This hands-on guide will explain how to use product features: Jira Product Discovery product guide.
If you are on the Premium plan, make sure to read this detailed Product guide: setting up JPD for many teams.
To help get you started here are a few demo videos:
You can access product documentation here: Jira Product Discovery support.
How do I use Jira Product Discovery with Jira for delivery (ex Jira Software)?
Here's a demo
See this section of the Atlassian Product Discovery handbook as well
How do I use Jira Product Discovery and Jira Plans together?
See this section of the Atlassian Product Discovery handbook.
And a 12min Loom that explains how to use them together.
How do I use Jira Product Discovery with Goals and Projects (ex Atlas)?
Here is a demo for how to use Atlas goals and projects in Jira Product Discovery
How do I use Jira Product Discovery with Confluence?
You can use Confluence with Jira Product Discovery for 3 use cases:
- Capturing insights from pages, e.g. from customer interviews.
- Writing specifications/one-pagers
- Publishing your roadmap to the rest of the company
Here is a demo for how to use Confluence and Jira Product Discovery
How do I use Automation in Jira Product Discovery?
See this post
To use Automation to link Jira work items to idea use the link type "is implemented by".
To use Automation with date fields (e.g. to calculate a project's end date based on start + effort + % allocation), check out this great video by Robert DaSilva: Dates, Automation and JPD
When people change a view (e.g. filters) it is saved for everyone. Help!
Common problem: you create a view, you share it with others, they open the view, change filters (e.g. to find a specific idea) and inadvertently save that change for everyone - and you need to go back and fix the view.
You can stop this from happening in 2 clicks: Read more.
Can we create a product hierarchy (parent-child, opportunity/solution tree, etc.)?
Yes, using features of the JPD Premium plan:
Learn more about custom product hierarchies.
We have multiple products and teams. Should we use one space or multiple?
This depends on many factors.
- It's possible to use a single space to share between teams/products, especially when there's a high level of collaboration required between these teams.
- You can also use multiple spaces
If you are using the Free or Standard plans of Jira Product Discovery:
Demo: using a single space for multiple products and teams with the Standard plan
If you are using the Premium plan, you have more features we created specifically for the purpose of helping you set up many teams collaborating in many spaces with the ability to get visibility centrally:
Demo: teams contributing to company priorities in JPD
Product guide: setting up JPD for many teams with the Premium plan
We have teams working in different spaces, but some ideas are at the company/business unit/product group level and every team should contribute to those. How do we do this in JPD?
Also asked as "can ideas be shared between spaces?"
Here's a demo
How to manage cross-team dependencies?
Here is a solution that mirrors one we've been using for years at Atlassian to manage the commitment process between teams when they need something from each other.
Demo: managing cross-team requests & dependencies in JPD
How can we use Jira Product Discovery to collect feedback from customers/users and other teams (support, sales, customer success, marketing)?
Check out this section of the Atlassian Product Discovery handbook
We have only partially tackled the job of creating a direct feedback channel between customers/users or other internal teams (sales/support/customer success/marketing) with the product team. We have plans to do more there, but for now these are the options that you can use to do that with the product today:
Set up a Jira Service Management queue to receive feedback from customers and internal teams (and how to set up automation rules to do it)
Set up a dedicated Slack channel #product-feedback to receive feedback from internal teams (also works with Teams)
Share JPD views with other teams and gather their feedback using fields and votes to receive feedback from internal teams
- Do Idea intake in Jira Product Discovery, letting stakeholders creating ideas in a specific JPD space
Can I invite my stakeholders to contribute to prioritization if they don't have access to Jira?
Yes you can: invite them as contributors to the space and give them a view with fields to collect their feedback and votes. Here's a step-by-step demo for how to do that.
Can I let contributors create ideas in a Jira Product Discovery space?
Yes you can, here is how to do it.
How can we share a roadmap with internal stakeholders and customers?
There are two options to share roadmaps in Jira Product Discovery:
- You can invite internal stakeholders as contributors in the space. They will need a Jira user account, but as long as these accounts are only given access to Jira Product Discovery with the role of "Contributor," they will not need a paid license. Demo: sharing a roadmap with internal stakeholders
- You can publish a view and share it with anyone: internal stakeholders, partners, customers, and end users. This view is accessible in read-only mode and you can use it to share your roadmap inside and outside the company by sharing a link. Learn how to publish your views in this article.
Note that you can "embed" a view in a Confluence page: just copy a link to a JPD view or published view, and paste it in the Confluence page.
I would like people in my company to comment and vote for ideas in a published view. Is it possible?
Not yet but it's on the roadmap.
You can also do it by sharing views with people in your company from within a space today:
- Create the view where people can comment, vote, add insights, in your space
- Make the space access “Open” or “Limited” so any contributor on the site can open it
- Make sure users have an Atlassian account (it’s free) and have been added to the site with the “Contributor” product access role (also free)
- Send them a link to the view - Then they can contribute directly in that view (view, comment, add insights, vote)
You can restrict it further to make sure contributors can only access that one view in the space, using the view restrictions feature, part of the Premium plan.
How can I restrict access on a view in my JPD space?
You can use view restrictions, which is a feature part of the JPD Premium plan. Learn how to set view restrictions here.
How do we tell customers that we released something?
In the JPD team we do a few things:
- We have a public roadmap here (it's a public JPD view). We created it in a separate space to curate things differently. Honestly it's been fine to have 2 places: things don't tend to change very fast there since we communicate boulder-sized things there.
- Users can leave us feedback in-app ("Give feedback" button). This creates a ticket in a Jira Service Management space, and we add those as insights to ideas in our JPD space - more details about this setup here. When we ship something that many people have reported, we use the bulk-edit feature to add a comment to all these tickets (which sends users an email to let them know). That's pretty handy to close the loop.
- We use Pendo to do in-app announcements - when you see a pop-up in JPD telling you "Announcing feature X" we published it via Pendo. Very handy because we can segment who we show it too, and we can also ask questions in-app. (that's also what we use for the CSAT survey)
- And of course we create posts in this community group. Often the Pendo guides link to one of these posts. On the posts people can comment and add more details as to why what we shipped worked/didn't work for them
How can we organize a large list of ideas?
If you are on the JPD Premium plan, you can create a custom product hierarchy.
Learn more about custom product hierarchies.
Otherwise, as a workaround, instead of a hierarchical view you can make use of the flexible views and fields structure to visualize your ideas based on a number of dimensions. You can create a separate field per dimension that you want to use to categorize ideas, and then use them in different views using grouping and filtering.
Demo: using fields and views to organize a large list of ideas
Can we create different issue types and their relationships? (e.g. parent/child or opportunity/solution)
If you are on the JPD Premium plan, you can create a custom product hierarchy for that purpose.
Learn more about custom product hierarchies.
Otherwise you can use the flexible fields and views system to do this. Here is an example:
Demo: grouping solutions by opportunities. And here's a recording of how to reproduce this configuration
How can we create a roadmap with different time horizons?
From a customer:
Our 12 month rolling roadmap is divided into 3 time horizons. First is Planned horizon, this is basically the current quarter divided into months. Second is Targeted this is the next quarter and the third horizon is what we call Directional and is the last 6 months/Half of the year. In JPD we can set target dates in months and quarter but we can't set it as a "Half" to show our Directional horizon. Any solution to that?
Here are 2 options, the second one is our favorite
How can we create a roadmap at 2 levels? (one with a list of themes, one for each theme?)
During this webinar we've demonstrated how the JPD team uses a roadmap at 2 levels: one for the overall team, with broad themes, and one for each squad, with more details about each theme. Here's how to replicate this:
Demo: a roadmap with 2 levels
Here's a follow-up to this video, showing how you can show the list of ideas for each boulder when you open the boulder:
Demo: Show the list of ideas when opening a boulder.
To this, you can now add the option to create a custom product hierarchy, a feature that we introduced in the JPD Premium plan.
How can I manage discovery tasks?
With the idea hierarchy feature, part of the Jira Product Discovery premium plan, you can now easily manage discovery tasks (for product managers, designers, engineering leaders, etc.) right within the discovery space.
Here's a demo.
Learn more about how to use custom product hierarchies to replicate this.
Can I do capacity planning in Jira Product Discovery?
While there are no native features for capacity planning in JPD, we've seen teams use the flexibility of the tool (custom fields and views) to do lightweight capacity planning - based on things like T-shirt sizes.
Here's a demo.
Can I represent a hierarchy with connection fields in the timeline view?
See this post
Can I rank have a view where I manage a different rank for ideas?
E.g. to run different prioritization scenarios.
By default the rank of ideas is shared between all views. If an idea is #3 in a view with no filters or sort, it will also rank #3 in another view with no filters or sort.
But you can create views where you manage the ranks separately from that "master" rank. Here's a demo
How do I know if there are new insights added to ideas?
There are 2 ways to see this today:
Add the insights field to a view. Then number of insights will show in blue+bold if there’s a new one you haven’t seen yet
Create a view for ideas that have new insights for the past X days: create a view, add a filter for “insights”, choose “insights created within the last X days”
There are too many items on my board, I'd like to filter ideas that launched more than a month ago. How do I do that?
You can't create a filter based on that yet.
However here's a workaround.
Is there some way to get a "roll up" of the impact rating for each insight in an idea?
Yes, and here is a demo
Can we have insights that impact a prioritization score differently (e.g. positively or negatively) ?
Yes, and here is a demo.
Is it possible in JQL to retrieve all ideas connected to a given idea via connection fields/hierarchies, e.g., all solutions that belong to a given opportunity?
Yes. Connections are based on issue links.
Here's a demo:
https://www.loom.com/share/e4d9d28d168a43879807fbf7b1a4e675?sid=7593a9b3-f1b9-4e81-b7b1-7aa9cc992d83
The JQL used in the demo:
issue in linkedIssues("P2-728") and type=Solution
How can I use date fields in JQL?
Here's an article explaining how to do that.
How do I copy field values and connected ideas from an idea into another one when connecting them?
(e.g. copy field values from a solution to an experiment when connecting the experiment to the idea)
You can do that with an Automation rule:Copying field values and connections from one idea to another after connecting them
I changed the name of a Type, and now all my connections are gone. Help!!
Don't worry, you didn't lose any data! You just need to update the configuration of the connection fields that point to that type.
Here's how.
How do I automatically change an idea when its delivery issues are done?
You can use Automation to automatically change an idea (e.g., change a field value, transition to a status) when its delivery epics/issues are done.
Demo: automation in Jira Product Discovery
How do I sync dates between an epic/initiative in Jira and a date in Jira Product Discovery?
You can autofill date fields on an idea in Jira Product Discovery based on its linked delivery tickets. Here's how
How do I reorder statuses in the status field dropdown?
There is a way to make it work (but it's not discoverable at all). Here's how
how can I bulk edit ideas?
You can do that by selecting ideas in a list view (via the checkbox left of ideas) and changing field values there.
Demo: bulk change ideas
How do I copy field values between 2 fields?
If you want to copy values between 2 fields in the same space (for example to move from a select field to a multi-select field) , you can use the "bulk edit" functionality in list views:
Demo: copy field values using bulk-edit.
If you are already using a space Field in a space and you would like to use a Global Fields instead: you can use the “Copy Values” feature which helps you copy field values for all Ideas in a space from a space Field to a Global Field.
More info and demo for Copy Values here. And the documentation.
How to create and manage standardize Views across JPD spaces?
If you want to have a standard view, like a shared roadmap or prioritization board, consistently applied across many JPD spaces, Global Views is the feature for you.
Instead of rebuilding the same view in each space, admins can create it once and roll it out globally, so every linked space stays in sync automatically.
To set it up, go to Settings > Jira apps > JPD > Global views, or save any existing space view as global via the "..." menu in the sidebar.
Note that Global Views is a Premium feature and currently supports global and system fields only.
More info here.
How to preserve field values when moving ideas between spaces?
It depends on how you configured the fields:
If they have been configured separately in each space, then even if their configuration match they’re effectively different fields, so when you move them the system doesn’t know that it should transfer values over.
What you can do though is to configure them as global fields that you add to both spaces. And then when you move ideas from space to space the field values are retained (because it’s effectively the same field in the source and target space).
How can I group by a date field?
It's not supported yet; however, we're working on it!
How do I include effort in a priority score?
You can use a formula that takes into account things like impact and effort to calculate a priority score. Here's an example of how to configure your space to use the RICE formula (Reach * Impact * Confidence / Effort)
Demo: using RICE to prioritize ideas
How do I create a one-pager for every idea?
You have 2 options:
- Create the one-pager in Jira Product Discovery, using an idea description template
- Or, create the one-pager in Confluence and create a "hyperlink field" to link it to the idea in Jira Product Discovery. Note: This is a great way to link pages in Confluence to ideas for things like specs, one-pagers, designs, etc.
Here is a demo of how to use Confluence and Jira Product Discovery
What should we do when an idea is "finished"?
Here's a good discussion about this
What is the difference between a space rank and a view rank? How ranking is different from sorting?
Learn about these differences and their use cases in this loom video
How do I automatically add watchers to ideas from People fields?
You can do this using Automation and they will receive notifications whenever the idea changes. Details in this post.
Thank you for this solution @Aaron Mosny 👏
Can I bulk import ideas in a Jira Product Discovery space?
Yes, using a CSV import. See this article for details.
Can I bulk import field options into a select/multi-select field?
Yes, you can. Here's how.
Can I migrate from one site to another?
Cloud-to-cloud data transfer is now available for Jira Product Discovery spaces, expanding its migration capabilities. Org admins can transfer Jira Product Discovery data along with other supported Atlassian apps when restructuring their cloud instances. More details here.
Does JPD support Company-Managed Spaces? Is it possible to manage the configuration of Spaces centrally?
Detailed answer in this article.
Can I archive a field value without losing its history?
Yes, for that you'll need to be a Jira admin, and you'll need to configure a global dropdown field in Jira, then add it to JPD your spaces:
- Go to Jira admin settings > Work items > Fields
- Create a new dropdown field
- Then you will be able to go to 'Contexts and default values'. There you add new options or deactivate the old w/o losing historical data.
- You will then see the new 'global' field as an option to add to your JPD spaces.
It's pretty handy if you have fields with a long list of field values that are not relevant anymore (that you'd like to hide/deactivate but retain their history).
Does Jira Product Discovery have an API?
There are a few things we need to iron out so you can query all information via an API, however, there's already a great deal you can do today:
That should be more than enough to allow you to create reports showing the number of ideas, who's working on them, what status they're in, how long they've been in the space, when they were last updated, etc.
How can I read or create JPD insights via the Atlassian MCP in RovoDev or Claude?
You can't do that yet, however you can achieve the same outcome by using instructions from this post.
