Productboard

FullStory allows users to share noteworthy sessions directly to a shared insights inbox in Productboard to allow product teams to analyze and collaborate on product feedback.

Installation

To enable and set up the integration in individual access mode, an admin or architect will need to do the following:

1. Login to FullStory
2. Navigate to Settings > Integrations > Manage
3. Click the Install button next to Productboard

After it’s installed, each user can manage their own integration by doing the following:

1. Obtain your Productboard API Key by logging in to your Productboard instance, and navigate to the Integrations page from the menu.
   
   
2. Locate the Public API section and click the plus (+) icon next to Access token to generate a new API key. Copy the Key value.
3. Return to FullStory and paste the Key value into the API Key field then click Save. 
   
   
4. Now FullStory has permission to post to Productboard. You may turn on Auto-Post new notes if you wish all shared notes to be sent to Productboard by default, or turn it off to pick and choose notes to share.
   
5. Click Done to save the integration configuration.

If you have configured the Productboard integration to not send all notes, there are two ways for you to manually push notes of your choosing:

Sharing from Notes:

When viewing a session, click the Note and Share button to bring up the sharing dialogue. Type your note and click Save to publish your note and a link to the session to your team's Notes.

Click on Notes in your sidebar to view your team's notes. 

Within each note, you' ll see Send to: Productboard.   Click Productboard and the note will instantly be shared!

Sharing from inside a session:

1. Click "Note and Share" from the playback bar to type a note 
2. Once you've saved your message, find the note in the right-hand event list
3. Click the SHARE NOTE: Productboard link to share your note out to the correct tool
   
   

Finding Session Information in ProductBoard

When you share a note to ProductBoard, you'll find the FullStory session automatically linked in the note's title. Click on the open link icon to view the session. 

Converting access mode for your Productboard integration

FullStory’s Productboard integration offers global access or individual access. When the integration is in global access mode, all options are managed by admins, then applied to every user within an org. In individual access mode, all FullStory users within an org can configure their own integration. 

By default, individual authorization is turned on. To change it, an admin can go to Settings > Integrations > Manage > Productboard.

With individual access, users will need to connect it within their own settings, through the same flow (Settings > Integrations > Manage > Productboard). Once connected, the integration can be configured following the same instructions at the beginning of this article.