Productboard Integration - HL Vanilla Community
<main> <article class="userContent"> <p>The Productboard integration allows you to sync community <em>ideas</em> (and their <em>votes</em> and <em>comments</em>) into Productboard as notes for your Product teams.</p><p>📝 <strong>NOTE</strong>: The Productboard integration was made available with <a href="https://success.vanillaforums.com/kb/articles/525" rel="nofollow noreferrer ugc">Release 2022.005</a>.</p><h2 data-id="what-is-productboard">What is Productboard?</h2><p>Productboard is a popular product-management tool. It helps product managers collect ideas and feedback about their products so that they can:</p><ul><li>understand what customers need and want,</li><li>prioritize what to build next, and</li><li>rally support for the product roadmap.</li></ul><p><a href="https://www.productboard.com" rel="nofollow noreferrer ugc">Learn more about Productboard!</a></p><h2 data-id="vanilla-ideation-the-productboard-integration">Vanilla Ideation & the Productboard Integration</h2><p>If you're using the Ideation addon in your <strong>Higher Logic Vanilla</strong> (<strong>Vanilla</strong>) community, your members can:</p><ul><li>submit product ideas and feedback,</li><li>vote on ideas, and</li><li>comment on ideas (to provide insights and ask questions).</li></ul><p>📝 <strong>NOTE</strong>: In order to take advantage of this integration's functionality, the Ideation addon has to be enabled and configured (as described in <a href="https://success.vanillaforums.com/kb/articles/92" rel="nofollow noreferrer ugc">this article</a>).</p><p>With the Productboard integration, your Vanilla Ideation addon is enhanced because you can connect your community to your team's Productboard instance and then sync Vanilla Ideation activities into your Productboard <strong>Insights</strong> dashboard as <em>notes</em>.</p><p>Your Product team can then:</p><ul><li>review and triage the notes,</li><li>use them to calculate user-impact scores for roadmap features, and</li><li>write user stories using real-world cases.</li></ul><h2 data-id="set-up-the-integration">Set Up the Integration</h2><p>To use the Productboard integration, you have to complete a few set-up steps.</p><ul><li><strong>Productboard</strong>: generate and copy an API access token</li><li><strong>Vanilla</strong>: enable the Productboard addon and apply the API access token</li></ul><h3 data-id="productboard-get-an-api-access-token">Productboard - Get an API access token</h3><p>You can generate an API access token in the <strong>Public API</strong> section of the <strong>Integrations</strong> dashboard.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/UDJ3TVNSNBAQ/api-token.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/UDJ3TVNSNBAQ/api-token.jpg" alt="API token.jpg" height="368" width="1196" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <ul><li>Click the <strong>plus</strong> icon (<strong>+</strong>) to the right of <strong>Access token</strong> and copy the access token to your clipboard.</li></ul><h3 data-id="vanilla-set-up-the-productboard-addon">Vanilla - Set up the Productboard addon</h3><p>📝 <strong>NOTE</strong>: You must be an Administrator with permissions to manage settings.</p><p>To enable the addon:</p><p>1. Access the Dashboard.</p><p>2. Navigate to <strong>Settings > Addons > Addons</strong>.</p><p>3. On the Vanilla Addons page, scroll down to the Productboard addon and slide the toggle to the right to enable the addon.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/B761XYDZEYL8/enable-addon.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/B761XYDZEYL8/enable-addon.jpg" alt="enable addon.jpg" height="508" width="1099" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p>4. Click the <strong>settings</strong> icon (to the left of the toggle slider) to access Productboard Settings.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/DSKL2GK3DKEA/productboard-settings.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/DSKL2GK3DKEA/productboard-settings.jpg" alt="Productboard Settings.jpg" height="191" width="818" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p>5. Paste the API access token from your clipboard into the <strong>API Token</strong> field.</p><p>6. Click <strong>Save</strong>.</p><p>You can navigate away from the Addons page.</p><h2 data-id="ideation-based-notes-in-productboard">Ideation-based Notes in Productboard</h2><p>When the integration has been configured, it will immediately start syncing Vanilla Ideation activities into your Productboard <strong>Insights</strong> dashboard as notes. The <em>Ideation activities</em> that trigger notes are:</p><ul><li>New ideas added in your community</li><li>New comments added to those ideas</li><li>Votes on those ideas</li><li>Edits made to previously submitted ideas and comments</li></ul><p>The new notes in Productboard include the following information:</p><ul><li>The <em>title of</em> and a <em>link to</em> the idea or comment that was added or voted on</li><li>The <em>body</em> of the idea or comment</li><li>The <em>name of</em> and a <em>link to</em> the category the idea or comment was posted in</li><li>The <em>username</em> and <em>profile link</em> of the user who submitted the idea, added a comment, or voted on the idea</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/OW4C49X3HVV7/productboard-insights.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/OW4C49X3HVV7/productboard-insights.jpg" alt="Productboard - Insights.jpg" height="700" width="1562" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p>📝 <strong>NOTE</strong>: Users’ email addresses are also included in notes so that the notes can be associated to users and companies created in Productboard.</p> </article> </main>