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
  • Ryan Thiessen commented
    30 Nov, 2016 08:17pm

    That sounds good. Thanks.

  • Admin
    Chris Waters commented
    30 Nov, 2016 07:34pm

    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
    30 Nov, 2016 07:29pm

    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
    30 Nov, 2016 07:23pm

    Ryan can you expand on what you are looking for?

  • Ryan Thiessen commented
    30 Nov, 2016 07:01pm

    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
    26 Nov, 2016 10:33pm

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

  • Lonnie VanZandt commented
    26 Nov, 2016 09:54pm

    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.

  • Austin R commented
    10 Nov, 2016 02:10pm

    Being able to inherit would be cool!

  • Marcin Mikołajczak commented
    24 Oct, 2016 11:42am

    Another possible duplicate: 

  • William Hirsch commented
    18 Oct, 2016 03:42pm

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

  • Sikia Soller commented
    8 Aug, 2016 04:05pm

    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.

  • Guest commented
    30 Jun, 2016 11:16am

    Great, looking forward to this improvement

  • Admin
    Chris Waters commented
    29 Jun, 2016 10:36pm

    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.

  • Cynthia Countouris commented
    14 May, 2016 12:19am

    And global competitors

  • Cynthia Countouris commented
    14 May, 2016 12:18am

    Another vote for global personas!

  • David Behr commented
    28 Mar, 2016 12:22pm

    They could also cascade downwards like other custom fields?

  • Chris Anderson commented
    30 Jan, 2016 02:33pm

    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.

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