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Help centerIntegrationsArticle

Integrate with Productboard

Last updated4 September 2023
Read time2 min

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.


Table of contents


Connect Dovetail and Productboard

To connect your Productboard account, select ⚙️ Settings > Integrations > Locate Productboard > select Connect. 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.

Send highlights to Productboard

When highlighting text in a note, you will be able to send this straight to Productboard. To do this, create a highlight, or click into a highlight to open the Tag menu picker > select Send to Productboard.

To confirm, 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.

Bulk-sending highlights to Productboard

To send multiple highlights to Productboard: Open a highlight view in your project > Select your highlights > Click Actions (•••) in the pop-up toolbar > select Send to Productboard.

To confirm, a toast will appear while it is sending the highlights to Productboard. Don’t navigate away before the action has been completed, otherwise only some of your insights will be sent.

Send insights to Productboard

To send an insight to Productboard: Open the insight > click Actions (•••) > select Send to Productboard.

To know that it worked, a toast will appear with a link to the Productboard insight that you've just created.

Bulk-sending insights to Productboard

To send multiple insights to Productboard: Open an insight view in your project > Select your insights > Click Actions (•••) in the pop-up toolbar > select Send to Productboard.

To know that it worked, a toast will appear while it is sending the insights to Productboard. Don’t navigate away before the action has been completed, otherwise only some of your insights will be sent.

Disconnect Dovetail and Productboard

If you wish to disconnect your Productboard account from Dovetail, select ⚙️ Settings > Integrations > Locate Productboard in the list > Select Disconnect.

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.

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