Read this: Creators, Contributors and Stakeholders.
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 Access?
For the moment, creators who only have a license for Jira Product Discovery aren't billable under Atlassian Access. Contributors and stakeholders (as long as they don't hold another Atlassian product license) aren't billable either.
How do I get started?
To help get you started here are a few demo videos:
This hands-on guide will explain how to use product features: Jira Product Discovery product guide.
We've started working on a practical handbook to explain the ways of working that come with Jira Product Discovery and how to do product management using it: Jira Product Discovery handbook.
You can access product documentation here: Jira Product Discovery support.
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
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
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 of how to reproduce this configuration
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?) - sort of like a hierarchy
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:
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.
There are two options to share roadmaps in Jira Product Discovery:
What should we do when an idea is "finished"?
Here's a good discussion about this
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:
Set up a Jira Service Management queue to receive feedback from customers and internal teams
Set up a dedicated Slack channel #product-feedback to receive feedback from internal teams (also works with Teams)
Share views with other teams and gather their feedback using fields and votes to receive feedback from internal teams
How can we do idea intake with Jira Product Discovery?
Same as the question just above, but here's a more recent demo on this topic:
Idea intake in Jira Product Discovery
Using Jira Service Management together with JPD for an intake process, with status updates in JSM for transparency
Can I set default field values when creating ideas?
Yes. Here's how the system works for that. Demo: default field values
Can we have insights that impact a prioritization score differently (e.g. positively or negatively) ?
Yes, and here is a demo.
What is the difference between a project rank and a view rank? How ranking is different from sorting?
Learn about these differences and their use cases in this loom video
You can do this using Project 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 field options into a select/multi-select field?
Yes, you can. Here's how.
Can I migrate from one site to another?
The current Cloud-to-cloud migration tooling does not yet support team-managed projects, including product discovery projects.
You will first need to re-create your projects and their configuration for fields and views in the target site, then export your ideas as .csv from the source site and import them in the destination site :
Open Settings > System > External System Import. Select .csv and your .csv file.
This will not import insights, view configurations, field decorations, workflows and users, which will need to be re-created manually.
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 automatically change an idea when its delivery issues are done?
You can use Project Automation to automatically change an idea (e.g., change a field value, transition to a status) when its delivery epics/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?
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 group by a date field?
It's not supported yet; however, here's a workaround that helps you group ideas by month (you can thank @Harry Grant for that!)
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 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:
Here is a demo of how to use Confluence and Jira Product Discovery
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 project, when they were last updated, etc.
How do I use Project Automation in Jira Product Discovery?
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:
Here is a demo for how to use Confluence and Jira Product Discovery
How do I use customer feedback to inform your decision-making?
There are many ways to do this. Here is how we do it in the Jira Product Discovery team.
How do I recruit participants for product discovery?
We share our view on how to recruit users in this article.
Read this: Creators, Contributors and Stakeholders.
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. Learn more about your Guard bill.
How do I get started?
To help get you started here are a few demo videos:
We've started working on a handbook, currently in beta, to help you understand how to best adopt the tool: Jira Product Discovery handbook.
You can access product documentation here: Jira Product Discovery documentation.
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
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
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 of how to reproduce this configuration
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?) - sort of like a hierarchy
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:
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.
There are two options to share roadmaps in Jira Product Discovery:
What should we do when an idea is "finished"?
Here's a good discussion about this
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:
Set up a Jira Service Management queue to receive feedback from customers and internal teams
Set up a dedicated Slack channel #product-feedback to receive feedback from internal teams (also works with Teams)
Share views with other teams and gather their feedback using fields and votes to receive feedback from internal teams
How can we do idea intake with Jira Product Discovery?
Same as the question just above, but here's a more recent demo on this topic:
Idea intake in Jira Product Discovery
Using Jira Service Management together with JPD for an intake process, with status updates in JSM for transparency
Can we have insights that impact a prioritization score differently (e.g. positively or negatively) ?
Yes, and here is a demo.
What is the difference between a project rank and a view rank? How ranking is different from sorting?
Learn about these differences and their use cases in this loom video
You can do this using Project 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 field options into a select/multi-select field?
Yes, you can. Here's how.
Can I migrate from one site to another?
The current Cloud-to-cloud migration tooling does not yet support team-managed projects, including product discovery projects.
You will first need to re-create your projects and their configuration for fields and views in the target site, then export your ideas as .csv from the source site and import them in the destination site :
Open Settings > System > External System Import. Select .csv and your .csv file.
This will not import insights, view configurations, field decorations, workflows and users, which will need to be re-created manually.
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 automatically change an idea when its delivery issues are done?
You can use Project Automation to automatically change an idea (e.g., change a field value, transition to a status) when its delivery epics/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?
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 group by a date field?
It's not supported yet; however, here's a workaround that helps you group ideas by month (you can thank @Harry Grant for that!)
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 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:
Here is a demo of how to use Confluence and Jira Product Discovery
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 project, when they were last updated, etc.
Project admins can enable contributors to create ideas by following these steps.
How do I use Project Automation in Jira Product Discovery?
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:
Here is a demo for how to use Confluence and Jira Product Discovery
How do I use customer feedback to inform your decision-making?
There are many ways to do this. Here is how we do it in the Jira Product Discovery team.
How do I recruit participants for product discovery?
We share our view on how to recruit users in this article.
Tanguy Crusson
Product @ Atlassian
Atlassian
Nice, France
214 accepted answers
44 comments