Discovery, documents, roadmap views, and accounts
This release ties together the main product areas teams use day to day: Discovery with transcript-based insight extraction and an overview, flexible document types on initiatives, timeline and feature-tree views on roadmaps, and accounts with ARR on opportunities.
What changed
- Improved Discovery with Transcript Insights and Summary Page
- Flexible Document Upload and Creation on Initiatives
- New Gantt Timeline View for Roadmaps
- Accounts Management and ARR Tracking
Discovery
Create insights from transcripts and open a summary view of discovery work in the workspace. Use it to scan themes before you drill into individual records.
- Extract actionable insights directly from interview transcripts
- Centralized summary page for all discovery findings
- Faster identification of patterns and themes
- Better connection between research and product decisions
Flexible Document Management
Initiatives now support uploading and creating any type of document relevant for your initiative. You can attach it directly to your initiatives. Create new documents on the fly or upload existing ones to keep all relevant materials in one place.
- Upload any document to initiatives
- Create new documents directly within the platform
- Centralized documentation for each initiative
- Improved collaboration with all assets in one location
Accounts Management & ARR in Opportunities
A new accounts management system helps you organize and track your customer accounts. Additionally, opportunities now include an ARR (Annual Recurring Revenue) field, enabling better financial tracking and prioritization based on revenue impact.
- Comprehensive accounts management capabilities
- Track ARR directly in opportunities
- Better prioritization based on revenue potential
- Improved visibility into customer relationships
New Home Page & UI Improvements
The home page has been completely redesigned to provide a more intuitive and efficient starting point. Several UI improvements throughout the platform enhance usability, making navigation smoother and information more accessible at a glance.
- Redesigned home page for better orientation
- Improved navigation and user experience
- Cleaner, more intuitive interface
- Faster access to key information and actions
Gantt Timeline View for Roadmaps
A new timeline view brings Gantt-style visualization to your roadmaps. See your initiatives plotted across time, understand dependencies, and get a clear picture of your delivery schedule. This view makes it easier to plan capacity and communicate timelines to stakeholders.
- Visual timeline representation of roadmap items
- Better understanding of schedules and dependencies
- Improved capacity planning
- Clearer communication of timelines to stakeholders
Product Features Tree
A new features tree allows you to map and organize all the features of your product in a hierarchical structure, providing essential context about your product's capabilities. When an initiative is closed, the system automatically identifies what was implemented and updates the related features in the tree. If the initiative delivered something new, it can even create new features to keep your product map always up to date.
- Hierarchical view of all product features for better context
- Automatic identification of implemented features on initiative close
- Seamless updates to existing features based on delivery
- Automatic creation of new features when initiatives deliver new capabilities
- Always up-to-date product feature map
More in this release
Additional updates
- Enhanced Discovery with transcript insights extraction
- New main summary page for Discovery findings
- Upload and create any document type on initiatives
- New accounts management system
- Added ARR field in opportunities for revenue tracking
- Redesigned home page with improved navigation
- Multiple UI enhancements throughout the platform
- New Gantt-style timeline view in roadmaps
- Product features tree with automatic updates on initiative close