Skip to Main Content
Status Already exists
Categories Presentations
Created by Guest
Created on Sep 17, 2018

Notebook functionality - Idea>Feature>Master Feature>Release

I use notebooks to communicate with my clients who are groups of people rather then just one person.  They submit ideas, which then are attached to features.  Features are attached to master features.  Currently when you configure the note book, it will not show the feature/master feature relationship.  Additionally, you can only assign "release" once.  This makes it difficult to communicate how clients ideas are related to features and master features.  Being able to do this easily was the entire point of onboarding a product management tool.  During my testing, I did not come across it and assumed since all the data is already recorded in fields (ie relationships, releases) that it would be easy to customize a report like this. 

    Sep 19, 2018

    Thank you for your idea. There are different ways to accomplish this depending on the type of view you are looking for. This article provides details on creating a master features-centric roadmap. You can also create a hierarchy report to show the feature > master feature > release relationship. A separate report would need to be created to show the relationship between ideas and features.

    Our customer success team -- all experienced product managers -- can help you create the notebook that communicates the information you are looking for at

  • Attach files
  • Guest
    Sep 19, 2018

    Thanks for the response, and I have worked with customer support and confirmed that there is no way to tie the ideas, features, master features, with releases together in one notebook/roadmap.   My choices are to run two separate reports as suggested or only link ideas to features or master features and show clients that view.  All the data is there it is a shame you can not show it on one report.