Move/copy personas and competitors from one product to another

I would like to be able to bulk move or copy personas from product lines/products to other product lines/products. A few scenarios where this is helpful:
- I need the same personas across multiple products
- I might be on the wrong product in the navigation drop-down accidentally, and want to move my created persona to the correct product
  • Chris Waters
  • Oct 8 2015
  • Shipped
Release time frame 3 months
  • Nov 30, 2016

    Admin Response

    It is now possible to move and copy personas and competitors across products. We also expanded this capability to goals and initiatives to help you with upcoming planning. 

    Please read more about it here: 

  • Attach files
  • Chris Anderson commented
    January 30, 2016 14:33

    Rather than defining personas on any particular product or level, you could instead define them elsewhere (globally) and then assign them to multiple business lines and/or products via drop down.

  • David Behr commented
    March 28, 2016 12:22

    They could also cascade downwards like other custom fields?

  • Cynthia Countouris commented
    May 14, 2016 00:18

    Another vote for global personas!

  • Cynthia Countouris commented
    May 14, 2016 00:19

    And global competitors

  • Admin
    Chris Waters commented
    June 29, 2016 22:36

    Note that you can get global personas and competitors today. Just make a product line that corresponds to your company and place this product line at the top of your product line hierarchy. If you define you personas and competitors there, they will be globally available.

    We also plan to implement the ability to move personas and competitors between products. We are currently working on some infrastructure improvements to support this more easily.

  • Guest commented
    June 30, 2016 11:16

    Great, looking forward to this improvement

  • Sikia Soller commented
    August 08, 2016 16:05

    I could certainly use a feature like this and would suggest expanding the functionality to Business models as well. Right now I have the same persona's and business models across multiple products and I have copy and paste, which is time consuming.

  • William Hirsch commented
    October 18, 2016 15:42

    This is exactly what I was looking for.  The ability to move or copy laterally, as well as up in a tree.

  • Marcin Mikołajczak commented
    October 24, 2016 11:42

    Another possible duplicate: 

  • Austin R commented
    November 10, 2016 14:10

    Being able to inherit would be cool!

  • Lonnie VanZandt commented
    November 26, 2016 21:54

    Gaining the ability to move Personas to new owning Products is good. However, apparently, one cannot yet move a Persona from a Product to a Product Line. (At least I can't find a way to get it to move.)

    This means that we cannot yet promote Product-specific Personas into Global Personas which could then be referenced throughout the Products Portfolio.

  • Admin
    Chris Waters commented
    November 26, 2016 22:33

    Thanks for pointing that out Lonnie. We have deployed an update to fix this limitation. Now you can move records to product lines too.

  • Ryan Thiessen commented
    November 30, 2016 19:01

    The move/copy option is a good start, but that is still a lot of manually work to update across multiple product lines. Would still be nice if it was related to one or more products and have it automatically roll up on the product lines and company levels as well as update in all products when it is changed.

  • Admin
    Chris Waters commented
    November 30, 2016 19:23

    Ryan can you expand on what you are looking for?

  • Ryan Thiessen commented
    November 30, 2016 19:29

    On the persona or competitor have a product selector option to select one or more products. Then have that record visible on all selected products. Updating it once would immediately be reflected on all. However, I can see the need for different scoring per product, so the copy is a good first step, just hard when you want to update recent news or company size details etc.

  • Admin
    Chris Waters commented
    November 30, 2016 19:34

    We are planning another related improvement which may help. We are going to show product-line competitors and personas at the sub-product level. So that if you define these records for a product line, they are automatically shared across all products in that product line.

    This feature will be coming relatively shortly, so you may want to avoid duplicating competitors or personas across products in a product-line.

  • Ryan Thiessen commented
    November 30, 2016 20:17

    That sounds good. Thanks.