Dragonboat Quick Start Guide for Editors (Product Managers)

Welcome to Dragonboat — the AI-powered platform for product teams to build products customers love and accelerate outcomes.

Here is a quick overview of how PMs and teams may use Dragonboat

• Understand Customer & Revenue Insights 
  Centralize voice-of-customer and customer data from all channels, stakeholders, Slack, etc. Use AI to detect patterns, link insights to revenue signals, and inform what to build — and what not to. Learn more about the Intake app.
• Prioritize and Plan Roadmaps & Scenarios, and connect with Engineering tools 
  Connect roadmaps to strategic goals and monitor product KPIs over time (Strategy App). Model scenarios with projected outcomes (Planner App). Integrate with agile development tools (e.g. Jira, Azure DevOps, etc) to track real-time progress (Portfolio Roadmaps App) — so every decision informs and improves the next. Explore 10 Common Roadmap Templates for various needs and stakeholders.
• Collaborate & Communicate Product Updates
  Automate stakeholder communication in audience-relevant formats — ensuring alignment across the end-to-end product lifecycle and accelerating impact. Learn more about how to create and share views and automate product updates.

Let’s Get Started 

1. Set up my own (dynamic) product space

• Review your setup: Your Product Ops team may have customized the hierarchy, terminology, and integrations within Dragonboat. Review your product hierarchy and ownership to reflect how your team plans and tracks work.

2. Find what you need quickly

• Find your roadmap – Go to the Portfolio Roadmap Module from the main navigation. This is your home base for visualizing and managing your team and product’s work items. 
• Use Advanced Search / Filters to refine what you see – start by selecting your target portfolio item level (Ideas, Initiatives or Bets), and use conditions to locate specific Products, Areas, or Themes. Learn more about the 4 Types of Search/Filters.

3. Use Templates to create different roadmaps for different stakeholders

• Use Dragonboat Templates to build different views for executives, delivery teams, or cross-functional stakeholders.
• Explore different roadmap formats - Get familiar with Dragonboat’s roadmap pages to understand different ways to visualize your roadmap. 
  Learn more about the five roadmapping formats and commonly used roadmap views PMs rely on to visualize plans, prioritize work, and manage dependencies: build product roadmaps.

4. Centralize and manage feedback, requests, or other ideas

• Use the Intake Module to capture and manage customer feedback, requests, and ideas. Connect to Slack to avoid loosing valuable insights. Learn more here.
• Use AI insights to detect patterns and connect insights to revenue impact
• Link or promote valuable feedback directly into roadmap items.

5. Search and find existing views

To favorite your views or discover views already shared by your team, you can:

• Directly access the view icon dropdown, from the original page where they were created or, 
• Visit the Dashboard > Views page from the Navigation menu, to acces All Views, where you may:
  • Manually search views using filters (owner, page, etc), or 
  • Leverage AI-suggested views by describing what you’re looking for (view name, purpose, or creator), and let Dragonboat recommend the most relevant.

If you are adventurous, here are some advanced topics

• Capacity Planning – Plan portfolios and roadmaps effectively with a clear understanding of your available resources or capacity – Explore Using Capacity to Forecast in Dragonboat to learn more. 
  Find additional content on Planner App (Forecast & Resources).
• Executive Dashboards – Create high-level visual health reports for your portfolio. Learn more about Dragonboat Portfolio Visibility - Product Overview and Quick Start. 
• Advanced Search – Adjust the data displayed with multi-layered queries to uncover exactly the data you need. Start by selecting your target portfolio item level, and build conditions. Learn more about this on Advanced Search Overview. 

Want to see Dragonboat in action? Take a look at our quick intro video for Product Managers below:

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Need help? You can use the request form, our in-app widget ‘?’ at the bottom right of your screen, or contact us via [e-mail] to reach our product experts.