In this article, we will help you to understand the product management templates and the menus related to them.

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Overview

Product Event Management

Product Management

Product Marketing

Overview

Product management templates help organizations plan, track, and communicate project tasks, timelines, and resources. These templates are often based on established best practices and can be customized to meet the specific needs of a project. Also, helps the team to discover and execute from ideation to a refined backlog.  Some common types of product management techniques include Story Mapping and Relative Sizing.

To learn more about other domain templates and related menus, read more.

Product Event Management

The Product Event Management template is designed to help you in planning, organizing, and executing product-related events. The objective of a template is to create events that effectively promote and market the product in question. The template provides a systematic approach whether it is a launch event for a new product or a promotional event. By using this template, you can ensure that your event is well-planned and executed efficiently.

The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.

Plan Execute Manage Dashboard Configure

* License-Driven Features

Benefits of using a Product Event Management

  • Story mapping provides a visual representation of the product development process and helps the team to prioritize work and understand the interconnections between different tasks.
  • Value stream tracking allows the team to see the flow of work and identify bottlenecks and areas for improvement, leading to increased efficiency and effectiveness.
  • Analytics provides insights into product performance and usage patterns, allowing the team to make informed decisions based on data, rather than intuition.

Card type List

This template comprises 6 types of cards.

  • Theme: This card is used to store data on a high-level concept or subject that guides the development of a product or service. It helps to unify multiple features into a cohesive product roadmap.
  • Epic: This card is used for a large user story that is too big to be completed within one sprint or iteration. It’s broken down into smaller, more manageable stories that can be tackled within a sprint.
  • User Story: This card is used to capture the requirements and expectations of end-users from the product being developed. These stories help the development team understand what the end users need and prioritize the work that needs to be done.
  • Action Item: The team can create action items related to the product roadmap and track their progress in a separate lane to ensure nothing goes missing.
  • Issue: Any issue that the team faces throughout the process can be logged using this card type and assigned to a particular team member.
  • Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.

Product Management

The Product Management template helps the team to discover and execute from ideation to a refined backlog. This includes specific Agile product management techniques like Story Mapping and Relative Sizing.

The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.

Modules Menus
Plan
Agile Planning
Execute
Manage
Dashboard
Configure

* License-DrivenFeatures

Benefits of using a Product Management template

  • Story mapping provides a visual representation of the product development process and helps the team to prioritize work and understand the interconnections between different tasks.
  • Value stream tracking allows the team to see the flow of work and identify bottlenecks and areas for improvement, leading to increased efficiency and effectiveness.
  • Analytics provides insights into product performance and usage patterns, allowing the team to make informed decisions based on data, rather than intuition.

Card type List

This template comprises six card types:

  • Themes: to store data of a high-level concept that guides the development of the product.
  • Epic: Used for a large user story that is too big to be completed within one sprint or iteration. It’s broken down into smaller, more manageable user stories that can be tackled in a sprint.
  • User Story: Used to capture requirements and expectations of the end user from the product. It helps the development team to understand what is the requirement of the end users and prioritize the work that needs to be done.
  • Action Items: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
  • Issue: Any issue the team faces can be logged and assigned to a particular team member.
  • Risks: The team can record all the risks that they foresee and take necessary actions to mitigate them.

Product Marketing

Product Marketing template serves to guide the positioning, pricing, and promotion of your product. It helps you take your product from development to launch and informs what new audience and markets can be targeted.

The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.

Plan Execute Manage Dashboard Configure

* License-DrivenFeatures

Benefits of using a Product Marketing template

  • Helps the product team to measure how well the team is performing in the market and identify areas that need improvement and make data-driven decisions to optimize the product.
  • To facilitate collaboration among the product team, marketing team, and stakeholders. By providing a central source of data, everyone can have access to the same information and make decisions based on a common understanding of the product’s performance.
  • Helps product team to plan for the future. By tracking trends over time, the team can identify opportunities for growth and plan for new product launches, updates, or changes in the market.

Card Type List

This template comprises four card types:

  • PM Activity: Record all the product marketing activities and store information like allocated and utilized budget, product details, timelines, etc.
  • Risk: Record all the risks that they foresee and take necessary actions to mitigate them.
  • Issue: Any issue that the team faces can be logged and assigned to a particular team member.
  • Action Items: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
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