Refining your Features
  • 12 Dec 2024
  • 4 Minutes to read
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Refining your Features

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    Light
  • PDF

Article summary

Use the information on this page in conjunction with the Planning page overview, which provides details about the various Planning page elements and functionality.

The Phases & Features tab in the Planning page provides PRD details in two areas:

  • PRD Content explorer (left side) — Where you browse and work with phases and categories.  It’s also where you can select and reorganize features.

  • Feature Details panel (right side) — Where you work with individual features.

This article explains how to work with your features in the Feature Details panel.
For details on working with phases and categories, refer to Refining Phases & Categories.


Feature Details panel

Direct feature linking 

When you select a feature, the address bar in your web browser changes to a unique URL for that feature in the format  /dashboard/app/1234/planning/phases/feature/56789

To share a specific feature, simply share that unique URL.  

Create a new feature

  • Manually (not using any of the AI tools). Click + Add and select + Add Feature.

  • To create a new feature with the AI tools, refer to AI Tools.

Selecting features

While working with your PRD, you can select a single feature or you can select multiple features using the Select Features menu:

  • Select all — Selects all features, regardless of locked state, category, or phase.
  • Deselect All — Deselects all selected features.
  • Select locked — Selects all locked features, regardless of the category or phase. 
  • Select unlocked — Selects all unlocked features, regardless of the category or phase.
    Note: The terms "locked" and "unlocked" refer to a functionality known as Phase locking. If you do not see any indication of locking, that means this functionality is not in use and you can consider all features unlocked.

Reorganize

Moving features, categories, and phases. In the Phases & Features tab, you have the following options.  Note: The Change Phase and Move to Phase options are only available if there is more than one phase.

  • To move a feature between categories, select the feature and drag it into the target category.
  • To move a single feature between phases, select the feature and click Move to Phase, and select the target phase. The selected feature is moved to the new phase within its corresponding category. (The category is copied to the target phase if it does not already exist there.)
  • To move multiple features between phases, select the features, click Change Phase, and select the target phase. The selected features are moved to the new phase within their corresponding categories. (The categories are copied to the target phase if they do not already exist there.)
  • To move a category between phases, select the features in the category, click Change Phase, and select the target phase. The category is created in the target phase and the selected features are moved into it. If the category is empty in the original phase, you can delete it.

Edit your features

  • For each feature, review the following, all of which can be changed:

    • Title

    • Jira options:

      • Link existing Jira issue — Link the selected feature to an existing Jira issue by adding the full URL of the Jira issue.
      • Create Jira issue — Creates a new issue in your Jira project.

      Once you have a Jira issue tied to a feature, you can copy the URL to your clipboard, or clear the link.

      For more information, refer to the Phases & Features tab or Jira Integration.

    • In the Main Info tab:

      • User Types — You can add and remove user types in this list.

      • Description — If you change the Description and run any of the AI Tools, the AI considers the updated description in its analysis and recommendations.

      • Acceptance Criteria — If you change the Acceptance Criteria and run any of the AI Tools, the AI considers the updated criteria in its analysis and recommendations.

    • For the Analyze, Starter Code, and Match-AI tabs, refer to Using Advanced Functionality.

    • In the Comments tab:

      With any feature, you can add comments to promote discussion and team interaction. Add, edit, or delete your comments. Note: You can only view comments made by others.  

  • You can also Delete a feature using the trash can icon in the top toolbar.
    Important: This is not reversible.


AI Tools

Use these AI tools to enhance your PRD.

PRD-AI uses your Context Settings (including any changes to those settings) when generating features.

  • Add Feature with AI — Add a feature using PRD-AI the same way you created your PRD. Instead of describing the app, you describe the feature.

  • Suggest Features with AI — PRD-AI reviews your current PRD and identifies features you may want to add. Review the suggested features, add the ones at fit your plan for the app, and refresh the suggestions until you are satisfied. You can run this multiple times.

  • Analyze Risks with AI — PRD-AI reviews your current PRD and identifies any risks you may want to consider. Review and note any identified potential risks that you want to consider.


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