Bulk Import Organizations via CSV This article covers: Using the Organization CSV import tool, you can bulk-add various organization accounts into Chisel by importing a CSV file. One way to use this tool is to either add the organization’s accounts or update them. Requirements: To get started, you will need the following: Note: A Chisel…
Author: Saniya Pegado
Tracking Feature Dependencies
Tracking Feature Dependencies Indicating the dependencies between the features brings many benefits, such as identifying the cost of the entire feature-building process and avoiding delays. Mark your feature dependencies and ensure every product team works efficiently without blocking anyone else’s tasks. The feature dependency tool allows you to create a dependency between two features, either…
Aggregate Columns
Aggregate Columns This article covers: How to Access the Aggregate Columns? Aggregate columns are columns which show the aggregate sum of the value of the unique organizations fields for the ideas which are linked to any feature. As these fields/columns show the aggregate sum, only numeric fields will be visible under aggregate columns. How to…
How to Configure Organization Custom Fields and Show Salesforce Details?
How to Configure Organization Custom Fields and Show Salesforce Details Requirements: To get started, you will need the following: Note: A Chisel account with contributor access can’t proceed with any integration process. Learn more about the Chisel user roles. Related Articles: Salesforce Integration
How To Add Custom Fields to Ideas in Idea Box
How To Add Custom Fields to Ideas in Idea Box This article covers: How to Access Custom Fields 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…
Idea Box CSV Import
Idea Box CSV Import This article covers: 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 Idea Box CSV import tool lets you populate your workspace with data and ideas and prioritize them. Requirements: …
How To Use Custom Columns
How To Use Custom Columns This article covers: 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 let…
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 This article covers: If you’re already using Microsoft 365 Outlook, follow the steps below to create an email address that your users or colleagues can use to send feedback to your Chisel workspace. Requirements: To get started, you will need the following:…
How to Forward Emails Into Chisel as an Idea Using G Suite
How to Forward Emails Into Chisel as an Idea Using G Suite This article covers: G-suite is the google app designed for businesses. Therefore, if you, as a product manager use the G-suite, then having a singular email address that anyone can use to send feedback directly to your Chisel workspace, is a must. Follow…
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 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. Requirements: To get started, you will…