Bulk Import Organizations via CSV

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…

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…

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Categorized as Roadmaps

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…

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Categorized as Roadmaps

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…