Who can use this feature?
- All roles with access level "standard" or higher
- Custom feature permissions may apply
- Available on all plans
The Productboard extension allows you to capture your customers' feedback in Catalyst and share it with your product team for review and action within Productboard.
Add the Productboard Chrome extension
In order to send feedback from Catalyst to Productboard, you'll need to do the following:
- Add the Productboard extension to your Google Chrome browser.
- Log into your Productboard account within the extension.
Capture and send feedback from a note
After you have the Productboard extension added, send product feedback from your Catalyst account notes. You don't have to create a separate note just for product feedback; only the portion of the note selected will be sent to Productboard.
- Open the relevant customer account, and open the Notes tab.
- Click the Create (+) button (or CTRL+N), and start composing your customer’s feedback inside of the note itself.
- Highlight the text you wish to send to Productboard.
- Then click the Productboard Chrome extension icon. (If not already logged into your Productboard account, the extension prompts you to log in.) You’ll notice all your highlighted text is pre-populated in the pop-out.
- Optionally add the name of the person who provided feedback.
- Make any adjustments to the feedback (if needed), and click Submit Insight. The selected notes will instantly be available inside of Productboard, ready for review by your product team.
- Still within the note in Catalyst, return to the note and click Publish when ready to save.