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Product Workspace

Getting Started

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Getting Started

Welcome to Productivity Workbench

Productivity Workbench offers two ways of working โ€” the Product Workspace for team-led agile delivery, and the AI Product Studio for AI-native delivery โ€” with an Organisation Hub for enterprises managing several of either.

Use the filters above to narrow these docs. Most pages describe the Product Workspace; the AI Product Studio and the Organisation Hub have their own sections. Within the Workspace and the Studio you can also filter by plan.
Screenshot: Dashboard overview

What can you do with Productivity Workbench?

The platform covers every stage of product delivery, organised around a clear entity hierarchy:

๐Ÿ”ญ Vision
๐ŸŽฏ Outcomes
โšก Epics
โœจ Features
๐Ÿ“– Stories / Work Items
๐Ÿƒ Sprints
On the Free tier, you work at the Feature and Story level. Vision, Outcomes, and Epics are available on Business and above.

What's included in your tier?

๐Ÿ†“ Free
  • 1 workspace, up to 10 users
  • Feature & Story management
  • Sprint planning, board, burndown, retros
  • Release notes
  • Community support
โญ Business
  • Everything in Free
  • 1 workspace, up to 200 users
  • Vision, Outcomes, Epics hierarchy
  • Product Catalogue
  • WSJF Prioritisation & Roadmap
  • Capacity planning & Scheduling Assistant
  • Work Intake & Triage
  • User Journeys, Personas, Value Streams
  • Customer Support, Tickets & Portal
  • Email support, business hours
๐Ÿข Enterprise
  • Everything in Business
  • Unlimited users
  • Organisation Hub for multi-workspace governance
  • Workspace templates and guided enterprise setup
  • Scaled Agile Framework (SAFe)
  • Jira, GitHub, GitLab & ServiceNow integrations
  • Enterprise governance: risk register, controls, evidence packs
  • Executive summary & control coverage reports
  • SSO, MFA, IP allow-list enforcement, ringfencing
  • AI-powered assistance (BYOK)
  • Priority support & SLA
  • Guided onboarding

How to navigate this documentation

Use the sidebar on the left to jump between sections. The tier selector above filters guidance to what's relevant to your subscription.

  • Getting Started โ€” set up your workspace and follow the happy path to your first sprint.
  • How To? โ€” step-by-step guides for common Product Owner activities.
  • Page Guides โ€” a reference for every page in the app.
  • Quick Reference โ€” glossary, tier comparison, and FAQ.

Ready to start?

Getting Started

Account & Workspace Setup

Get your team up and running in minutes. This guide covers creating an account, configuring your first workspace, and inviting your colleagues.

1

Create your account

Navigate to productivityworkbench.com and click Get Started. Enter your name, email address, and a secure password. You'll receive a verification email โ€” click the link to activate your account.

Registration form
2

Create your first workspace

After email verification you are taken to the Workspaces screen. A workspace is an isolated environment for your team. Click Create Workspace and provide:

  • Name โ€” your product or team name
  • Description โ€” the scope or remit of that workspace
  • Tier โ€” Free, Business, or Enterprise
  • Optional sample data โ€” useful for evaluation and onboarding
Screenshot: Create workspace dialog
3

Invite team members

Go to Admin โ†’ User Administration. Click Invite User and enter their email address. They will receive an invitation link. Newly invited users default to the Contributor role.

User Administration page
4

Configure roles & permissions

Navigate to Admin โ†’ Access Matrix. Each role (Admin, Product Owner, Contributor, Viewer) has a default set of page-level permissions. You can customise these to control exactly who can read and write each area of the app.

๐Ÿ’ก The Product Owner role has full access by default. Only Admins can change Access Matrix settings.
Access Matrix
5

Customise branding

Go to Admin โ†’ Branding to set your workspace colours, navigation icons, and card styles. Changes apply instantly and are visible to all workspace members.

Branding settings

Workspace configured! What's next?

Getting Started

Your First Sprint (Happy Path)

This walkthrough takes you from a blank workspace to a completed sprint โ€” the full happy path for a Product Owner. Follow each phase in order.

Phase 1: Product Setupโ†’Phase 2: Featuresโ†’Phase 3: Storiesโ†’Phase 4: Sizingโ†’Phase 5: Prioritiseโ†’Phase 6: Plan Sprintโ†’Phase 7: Deliverโ†’Phase 8: Close Sprint
Phase 1

Product Setup

Free tier: Vision, Outcomes, and Epics are available on Business and above. Your planning starts at the Feature level โ€” skip to Phase 2.
Phase 2

Feature Definition

1

Create your first Feature

Navigate to Features. Click Add Feature. Every feature moves through a five-section lifecycle โ€” fill in as much as you know now and refine it over time.

  • Discovery โ€” problem statement, hypothesis, affected users
  • Definition โ€” scope, acceptance criteria, out-of-scope items
  • Design โ€” wireframe links, design decisions, open questions
  • Development โ€” technical notes, API changes, dependencies
  • Done โ€” release notes, learnings, outcome metrics
๐Ÿ’ก A feature is "Ready for Development" when the Definition section is complete and the acceptance criteria are agreed.
Feature card with five sections
2

Set feature status

Use the Status dropdown on the feature to track where it is in your workflow:

Draftโ†’In Analysisโ†’Readyโ†’In Progressโ†’Doneโ†’Released
Phase 3

Break Into Stories

3

Create Work Items

Go to Work Items (or open the feature and navigate to its Stories tab). Work items can be stories, bugs, spikes, or tech-debt entries.

  • Write the story in As a [user], I want [action], so that [benefit] format
  • Add acceptance criteria as bullet points
  • Assign a type (Story / Bug / Spike / Tech Debt)
  • Tag the work item with labels for filtering later
Work Items list with story popup open
4

Set Definition of Ready

Go to Admin โ†’ Story Standards (DoR) to define the criteria a work item must meet before it can enter a sprint. The DoR checklist is shown on each work item popup.

๐Ÿ’ก A common DoR includes: acceptance criteria written, sized by the team, dependencies identified, and no blockers outstanding.
Phase 4

Sizing

5

Run a Storypointing session

Navigate to Work Items โ†’ Storypointing. Create a new session, add the stories you want to size, and share the session link with your team. Each person votes privately; the facilitator reveals all votes simultaneously (Planning Poker style).

Storypointing voting screen
Phase 5

Prioritisation

Free tier: WSJF Prioritisation is available on Business and above. On Free, you can manually reorder features by drag-and-drop in the Features backlog.
Phase 6

Sprint Planning

6

Set up your team & capacity

Go to Teams. Create your team, add members, and configure working days and availability for the sprint. The team's total capacity in story points is calculated automatically.

Teams page
7

Create a Sprint & plan work

Go to Sprint Planning. Click New Sprint, set the start and end date, and give it a goal. The right-hand backlog shows your prioritised stories โ€” drag them into the sprint. The capacity bar shows how loaded the sprint is against available team points.

๐Ÿ’ก Leave a 15โ€”20% buffer for unplanned work and bug fixes.
Sprint Planning with capacity bar
Phase 7

Running the Sprint

8

Track progress on the Sprint Board

Go to Sprint Board. Stories move across three columns: To Do โ†’ In Progress โ†’ Done. Team members can drag cards directly on the board. Blockers can be flagged with a red indicator.

Sprint Board kanban view
9

Run Daily Standup

Go to Daily Standup. The standup view shows each team member's assigned stories with Yesterday / Today / Blockers fields. Work through the team one by one. Standups are not saved as records โ€” they are a real-time facilitation tool.

Daily Standup view
10

Monitor the Burndown

Go to Burndown. The burndown chart plots ideal remaining points vs. actual remaining points day by day. A line consistently above the ideal indicates the team is behind and you may need to renegotiate scope.

Burndown chart mid-sprint
Phase 8

Closing the Sprint

11

Sprint Review

Go to Sprint Review. Record which stories were completed, which are carried over, and any stakeholder feedback. The review is the formal acceptance ceremony โ€” only stories that meet the Definition of Done should be marked complete.

Sprint Review summary page
12

Retrospective

Go to Retrospective. Log what went well, what didn't, and improvement actions. Actions are tracked across sprints so you can see whether previous retrospective items were resolved.

Retrospective board
13

Generate Release Notes

Go to Release Notes. Release notes are auto-populated from completed stories in the sprint. Review and edit them before publishing or copying to your stakeholder communications.

Release Notes page
14

Archive the sprint & start the next

Return to Sprint Planning. Any incomplete stories can be dragged into the new sprint's backlog. Archive the completed sprint โ€” it will remain visible in historical reports.

๐Ÿ’ก Your Velocity chart (under Reports) will begin to show useful trends from the third sprint onward.

You've completed your first sprint!

Now explore specific activities in the How To? section.

Build v0.3.2 ยท deployed 2026-10-19T23:52:31Z