How To Add Custom Fields to Ideas in Idea Box Go to the ideabox tool, and click on the ‘Custom Fields’ button at the top right corner of the workspace. Click on ‘Add another Custom Field.’ Once you do, add the custom field title and description that you’d like to be displayed in the given…
Author: Saniya Pegado
Idea Box CSV Import
Idea Box CSV Import Need to import ideas into your workspace from spreadsheets, business systems or databases via the CSV(Comma Separated Value) file format? We got the exact tool for fulfilling that purpose. Chisel’s ideabox CSV import tool lets you populate your workspace with data, ideas, and prioritize it. To begin importing the ideas into…
How To Use Custom Columns
How To Use Custom Columns As the name suggests, custom columns are those that you can customize as per your requirements. Custom columns are handy numerical and categorical fields that allow you to add various additional data or information attached to the features in the roadmap. Custom columns are criteria that lets you capture that…
How to Forward Emails Into Chisel as an Idea Using MS 365 Outlook
How to Forward Emails Into Chisel as an Idea Using MS 365 Outlook If you’re already using the Microsoft 365 Outlook, then follow the below steps to create an email address that your users or colleagues can use to send the feedback to your Chisel workspace. Steps for Setting up a New Contact Group Select…
How to Forward Emails Into Chisel as an Idea Using G Suite
How to Forward Emails Into Chisel as an Idea Using G Suite G-suite is the google apps designed for businesses. Therefore, if you, as a product manager use the G-suite, then having an singular email address that anyone can use to send across the feedback directly to your Chisel workspace, is a must. Follow the…
HubSpot Integration via Zapier
HubSpot Integration via Zapier This article covers: If you’re already using HubSpot to capture feedback, Chisel’s HubSpot integration via Zapier is the perfect tool that you can use to import the data into Chisel. In this case, we will import ideas via a new custom property in Contacts in HubSpot. In HubSpot Here we will…
How To Publish Features From the Feedback Portal
How To Publish Features From the Feedback Portal This article covers: Planning to work on or are already working on a feature and wish to get feedback from your customer(s)? We got the right tool for that. Our feedback portal’s publish feature tool lets you share the feature and get relevant feedback and other comments. …
Email Integration
Email Integration This article includes: How to Access Email Integration How To Use Email Integration in Chisel Ideas can strike anyone at any time; we’ve heard this phrase time and time again. Be it ideabox or any other tool, capturing ideas has become easier. However, if you discuss an email thread about certain ideas, how…
Salesforce Integration
Salesforce Integration This article covers: How to Access Salesforce Integration in Chisel? But First, Salesforce. Onto the Chisel Workspace How to Import Accounts From Salesforce? How to Configure Organization Custom Fields and Show Salesforce Details? If you are already using Salesforce, Chisel’s salesforce integration is the tool that will help you to import feedback and…
Working in Multiple Workspaces
Chisel provides you with multiple workspaces to work on, when you have different products to plan for or when working with more than one organization.