Share Roadmaps with Team Members Collaborative roadmapping is the way to keep your team engaged in the journey. Planning, saving, and sharing the features’ progress with relevant persons is important to know that everyone is on the same page. Chisel’s Save and Share tool helps you to filter out and share only the part concerning…
Author: Saniya Pegado
How Can I Archive, Release, and Connected Features?
How Can I Archive, Release, and Connected Features? Table of Contents: Archiving release features when they are in the release status helps when you wish to put them on hold for a while and visit later on. Note: Archiving this release will archive all related features as well. How to Unarchive Features? Similar to the…
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…
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? 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…
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:…