Frequently asked questions - about the product (how do I...?)

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Product questions

Where can I find documentation? 

You can access product documentation here: Jira Product Discovery support

To help get you started here are a few demo videos:

• 2min intro to the product
• 16min full demo illustrating the different scenarios you can use it for 

• Capture data from user interview notes and any website using the Chrome extension (also works on Edge)

• Create your own prioritization views

• Prioritize product ideas using input from other teams

• Send ideas for delivery in Jira Software and stay on top of their progress

What are some of the popular features that teams use in Jira Product Discovery? 

Most teams use the product for prioritization and communicating roadmaps. They leverage the flexibility of custom fields and views.

Demo: using custom fields and views to prioritize and communicate roadmaps

How do I add contributors to a Jira Product Discovery project if they don't have a Jira license? 

First, see this video to understand the difference between creators and contributors. 

Then, watch this video to understand how to add creators and contributors. 

Note: if you started using Jira Product Discovery during the beta, you'll first need to create the contributors user group.

We have multiple products and teams. Should we use one project or multiple? 

This depends on many factors. Jira Product Discovery was designed to work best when used by individual teams using the Spotify squad model. But it's possible to use a single project to share between teams/products, especially when there's a high level of collaboration required between these teams. 

Demo: using a single project for multiple products and teams

There's no hierarchical view of ideas. How can we organize a large list of ideas? 

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)

Not yet, but it's on the roadmap. In the meantime 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 for how to reproduce this configuration

How can we share a roadmap with internal stakeholders and customers?

You cannot currently share Jira Product Discovery views with customers, however you can definitely share them with internal stakeholders. They will need a Jira user account, but as long as these accounts are only given access to Jira Product Discovery with a role of "Viewer", they will not be not need a paid license.

Demo: sharing a roadmap with internal stakeholders

What should we do when an idea is "finished"?

Here's a good discussion about this

How can we use Jira Product Discovery to collect feedback from customers/users and other teams (support, sales, customer success, marketing)?

In this first version of Jira Product Discovery, we’ve focused on some the jobs that help a PM do their job: prioritizing ideas and opportunities, creating and sharing roadmaps that stay up to date, and capturing feedback from a bunch of different places (interview notes in Confluence/Google Docs, conversations in Slack/Teams). But for now we assume the PMs have existing channels they use to receive feedback, and we help them send this feedback to ideas in Jira Product Discovery.

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:

1. Set up a Jira Service Management queue to receive feedback from customers and internal teams

2. Set up a dedicated Slack channel #product-feedback to receive feedback from internal teams (also works with Teams)

3. Share views with other teams and gather their feedback using fields and votes to receive feedback from internal teams

Can we have insights that impact a prioritization score differently (e.g. positively or negatively) ? 

Yes, and here is 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”

How do I prioritize using data from Salesforce, Zendesk, Intercom, Pendo, Amplitude?

You can add objects from these apps to Jira Product Discovery ideas as insights, and roll up key properties from these objects as fields you can use in any view. 

Here's a demo connecting ideas to Zendesk and Salesforce

How do I automatically change an idea when its delivery issues are done?

You can use Project Automation to automatically make a change to an idea (change a field value, transition to a status) when it's delivery epic/issues are done. 

Demo: project automation in Jira Product Discovery

How do I sync dates between an epic/initiative in Jira and a date in Jira Product Discovery?

Using Automation. See this thread

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 for how to configure your project 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-pager, designs, etc.

Demo: creating a one-pager for every idea

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:

• Jira Product Discovery ideas are Jira issues, so you can query them using the Jira Cloud Platform REST API
  • This will return all fields except dynamic fields (e.g. formula fields).
  • But things like status, multi-select/select, number, date fields, etc. will just work
• We have a public API for retrieving insights added to ideas
• We don't yet support a public API for querying views

So that should be more than enough to let you create reports to show how many ideas there are, who's working on them, what status they're in, how long they've been in the project, when they were last updated, etc. 

Can I set view-only permissions for a view I’m trying to share?

The people you want to share a view with must have the correct permissions. At the moment, you can’t change permissions at the view level. If you’re going to share a view with view-only permission with a team member, you will have to change the team member user permissions at the project level. Learn more about how to manage your project roles and permissions. 

• If the project is public, everyone on the Jira site is a team member by default. Even if you make them viewers, they’ll still be able to create and edit ideas.
• If the project is limited, everyone on the Jira site is a viewer by default (can comment and vote, but can’t create or edit ideas). If you want people to edit ideas, you need to make them team members.
• If the project is closed, no one can access the project by default, and you need to give a role to everyone you want to invite: viewer for the read-only use case, team member to be able to create/edit ideas, or admin so they are able to configure the project and fields.

How do I use Project Automation in Jira Product Discovery?

See this post

How do Jira Product Discovery, Jira Software, Advanced Roadmaps fit together?

Here is a community post that explains how Jira Software and Jira Product Discovery fit together.

How do I use Jira Product Discovery with 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

[GuillaumeVDH]

Hi Tanguy,

Thank you for this FAQ with plenty of useful informations. And thanks for your team for developing what will be a very good tool for a better product management in JIRA software environment.

Maybe the only question missing here could be "how to join the beta ?" ;)

I've already opted-in and can't wait to try Product Discovery after I've seen it during a training, but until now I was not able to get access to it. Are you planning to allow more users on it anytime soon ?

Thanks,

Guillaume

[Tanguy Crusson]

Hi @GuillaumeVDH here's a link to sign-up to use the product: https://www.atlassian.com/try/cloud/signup?bundle=jira-product-discovery

[Martin]

Hello to the team, thank you very much for this FAQ! Very interesting to have live examples of how we can use your product and frameworks like RICE. :) 

[Tremis Skeete]

Thank you for this posting!

[James Cody]

Hi Tanguy, I signed up using the link provided but now I struggled to find how to access Jira Product Discovery. I found it in my view of https://start.atlassian.com/. 

Must I always return to that page, or is it accessible via a menu somewhere?

[Nick Dring]

It sounds interesting but at the moment we wouldn't really get much use out of it. We run an internal facing JSM, with a bunch of projects with a small group of agents. Our customers are our work colleagues.

If JPD was available to those colleagues (customers) I'd definitely look at using it but until then its use would be very limited.

[Tanguy Crusson]

@James Cody you need to create a Jira Product Discovery project:

Projects > Create project

Product management > Product discovery

[valentinxxxx]

How to remove this from my PC

[James Doyle]

Hi @Tanguy Crusson 

I have recently enabled the product discovery BETA version so I can make use of and have a play around with the functionality. 

Are you able to advise if there will be any cost for this Jira tool when it comes out of BETA? 

Regards, James. 

[David Nadri]

@Tanguy Crusson - regarding the FAQ: 'Does Jira Product Discovery have an API?':

Could you please clarify if there is a public REST API for creating ideas?

For example, we'd like add the ability to capture user feedback/feature requests (e.g. via a form) inside of our mobile app and add them as ideas in our Jira Product Discovery project (including basic fields such as description, subject/category, date). 

[Tanguy Crusson]

@David Nadri yep there is an API to create an idea, it's just the Jira Cloud REST API for creating issues - which lets you specify the issue type (idea) and set field values. You can add insights to ideas using the Jira Product Discovery specific API.

[Gabriel Henrique]

Hi, this is an awesome tool, but share with customer is a must have feature! We need something to get their feedback and show our plans

[Aaron Mosny]

@Tanguy Crussonwithin the product discovery project, we can see what Jira tickets are linked as deliverables. Is the reverse of this true? On normal Jira projects, is there a way to show the linked idea on the epic or on the story?

[Tanguy Crusson]

Hi @Aaron Mosny yes, but it's subtle today (we plan to improve that): you see the idea in the list of linked issues in the Jira Software ticket.

[Sylvain MERLIN]

Hi @Tanguy Crusson

Thanks for sharing so much ! This helps a lot understading the Product and how we could benefit using it with a practical approach.

[Danno]

I certainly hope you are making the browser extension available to those of us that use Firefox.

[Lomax]

`You can add insights to ideas using the Jira Product Discovery specific API.`

@Tanguy CrussonCan you point me to an example of how to add insights to ideas? Thank you!

[Tanguy Crusson]

@Lomax here you go https://github.com/Atlassian-integrations/polaris-forge-ref-app/tree/master/push-example

[Peter Heidorn]

This is great but I don't have the share option for the external view as demonstrated in the video.

[Gloria Cantareo]

@Tanguy Crusson  -  I am newbie in the community and fumbling every step of the way, I am having so much doing it!! These questions touched my inner nerd - SO THANK YOU!!! 

[Daniel Marcovici]

@Tanguy Crusson I am giving a try to the project, and lots of interesting functionality. 

I've been using AHA! for our product management, but I think in the future with a bit more functionality I could replace it with the product discovery project.

One thing I could not do, is how can I do a "fit view" for the timeline view? If I want to see more long term, there is no way to fit the view:

So, when I try to see a long-term plan of the discovery it becomes hard since I can't see it in a single page view. Is this to be improved in the future? Thanks!

[Tanguy Crusson]

@Daniel Marcovici I'd love to hear more about your use case, I can't wrap my head around how or why you'd plan 3 years ahead on a timeline 🤯 I reached out for a chat

[David Nadri]

@Tanguy Crusson - when using the Chrome extension, how can we attach an image/file from the system library to an idea/insight via the Chrome extension?

For example, instead of clicking the camera icon to capture the entire screen, if I want to screenshot part of the screen, mark it up, then attach it to the insight OR copy/paste an image to an idea/insight via the Chrome extension, how can I do so? 

[Tanguy Crusson]

@David Nadri Not today. what you can do: 

• Take a screenshot
• right click on an image in the page, you should see a "Add to idea" in the list of available actions in Chrome
• but you cannot annotate. However you can open the idea in Jira Product Discovery and edit the insight to add an image you've annotated using a screen capture tool

[Sharon Halpin]

@Tanguy Crusson   Having recently found JPD, I'm working my way through your collection of JPD FAQs and videos. 
This is an excellent resource -  Thank you!