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? Pro tip: You can access the ‘Configure’ button in the roadmap pillar as well as from the ‘workspace’ in the left navigation bar under ‘All Configurations.’ Types of Custom Fields There are six types…

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Categorized as Discovery

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…

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Categorized as Roadmaps

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…

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 have the right tool for that. Our Feedback Portal’s publish feature tool lets you share the feature and get relevant feedback and other comments. …

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Categorized as Discovery

Email Integration

Email Integration This article includes: 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 do you get them imported into your Chisel workspace.? Email integration at…

Salesforce Integration

Salesforce Integration This article covers: If you are already using Salesforce, Chisel’s salesforce integration is the tool that will help you to import feedback and ideas into Chisel efficiently.  This article will guide you through the steps of connecting Chisel to your Salesforce account. We will also look at how you can authorize Salesforce integration…