Quick start guide

Step 2 - Assign project roles

Decide who on your team is a Creator (create and manage ideas, views, and projects) and a Contributor (add insights, comments, and reactions, and if permitted, create ideas).

To manage project access and roles, visit Project settings in the lower lefthand navigation of your discovery project, and select Access. Note, you must be a Creator or an admin to complete this step.

Step 3 - Add ideas

Once you’ve set up your project it’s time to add your ideas. A Jira Product Discovery project is made up of ideas, which can be anything from opportunities to potential solutions.

To add an idea, click the blue Create button.

Step 4 - Create or update custom fields

Fields are granular sets of criteria or traits that can help you describe, compare, and prioritize ideas. Fields can be goals, effort level, business impact, and more.

To add a new field click the Fields + button. Select from our out-of-the-box options, or create a custom field of your own.

Step 5 - Add insights

Ideas are better when they’re enriched with insights. Insights can be customer quotes, product analytics, market research, and more.

There are two ways to gather insights:

1. Within an idea

   1. Click on an idea and click the Insights tab.
   2. Click the blue Create an insight button and paste plain text or a link, like a Jira Service Management ticket or a Slack message

2. Jira Product Discovery Chrome extension

   1. Highlight any text
   2. Click on the extension in your Chrome browser
   3. Select the idea you’d like to add to, or create a new idea, and click Add

Step 6 - Prioritize ideas

Now it’s time to prioritize which ideas should come now versus later (or never). Prioritize based on criteria your care about (i.e Impact score) or use a method that works for your team (i.e RICE method).

Click Create a view + in the lefthand navigation to create a prioritization view. Select Create a new list. Add fields or create a custom formula based on how you want to prioritize your ideas. Sort ascending or descending to easily identify high priority ideas.

Step 7 - Create and share roadmap

Now that ideas have been prioritized, create your roadmap and share with stakeholders for feedback. Create your roadmap by clicking + Create a view in the lefthand navigation and select Create a new board. Click the Columns + button and select Roadmap in the field dropdown. Move ideas around to display if they will be completed Now, Next, or Later.

Step 8 - Connect with Jira Software

The last step is bringing ideas to life with the help of your development team. For a seamless and unified workflow, connect your ideas in Jira Product Discovery to the development work happening in Jira Software. To do so, you must have a Jira Software project created on the same site.

Click into one of your committed ideas, and select the Delivery tab in the idea panel. If you already have existing epics and issues, then select Add a delivery ticket. If not, select Create a delivery ticket to add a new epic or issue from within Jira Product Discovery. This will auto-populate with Jira Software projects from your site.