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Getting started
Getting started with Harvestr
Getting started with Harvestr

Basic steps to set up Harvestr

Valentin Huang avatar
Written by Valentin Huang
Updated over a week ago

To get started with Harvestr, start by watching one of our product demo webinars and go on by following the 4 steps to success described in this article.

Demo webinars

The 4 steps to setup success

Ready to get started with Harvestr?

Just follow these 4 steps and you’ll get your Harvestr account up and running in no time.

Step 1. Integrate your favorite apps

To help you centralize all your product feedback in Harvestr, we have built deep integrations with many of your favorite apps:

  • Intercom: import product-related conversations from Intercom to act on user feedback

  • Zendesk: have your support team push tickets containing user feedback directly into your Harvestr inbox

  • Freshdesk: same, but for Freshdesk

  • Slack: push feedback from Slack to Harvestr

  • Hubspot: let sales people create, send and track feature requests on behalf of their customers without leaving their CRM

  • Salesforce: let sales people create, send and track feature requests on behalf of their customers without leaving their CRM

  • Zapier: integrate with 1000+ apps to harvest user feedback

  • Jira: link Discoveries to Jira issues and stayed synced with your software team.

  • Trello : same, but for Trello

  • Github: same, but for Github

  • Gitlab: same, but for Gitlab

  • Figma: attach design work to improvement opportunities

Step 2. Get organized and optimized

User feedback can quickly become a mess if it is not organized correctly. That's why we wanted to help you with good organizational tools: Discoveries and Components.

What is a Discovery and when should I use it ?

Discoveries are customer problems or improvement opportunities where you can aggregate user feedback.

You can give Discoveries :

  • a title (e.g. "Github integration")

  • a description (e.g. "Our customers need a Github integration to...")

  • tags (e.g. "Feature request", "Bug")

  • a state (e.g. "Not for now" or "Doing")

  • numeric fields values (e.g. impact ease scoring, expected revenue)

To help you organize things even better, Discoveries are organized by Components. 

What is a Component and when should I use it ?

Components are categories that help you organize your Discoveries and your Harvestr project in general. Components can be sections of your product (think Onboarding, Payment, Settings, etc.), Projects, "Jobs to be Done", Teams, or whatever is relevant for your product organization.

At Harvestr for example, we chose to organize our Discoveries around our main product areas and Jobs to be Done. Hence the Components we have: Feedback, Integrations, Discovery, etc. Every time we get feedback related to one of those categories, we assign it to the corresponding Discovery in the right Component. 

You can now create your own Components using the "Created component" button that appears next to the "Components" title when you hover it. You can then add your first Discoveries inside of your Components, according to how your product is organized and to the improvements your are currently working on.

To get even more organized, you can also add Sub-Components inside of your Components, and add Discoveries inside of these Sub-Components.

How can I categorize incoming feedback ?

Now that you’re all set up, you can start harvesting and categorizing feedback from all your tools and communication channels.

When you are reading a new message in your inbox and find a some valuable information in it, you can easily link it to one of your discoveries:

  • by selecting the piece of text with your mouse

  • by clicking on the "link to" button if the whole message is valuable

A pop up will open and will display all your Components and Discoveries. Just click on a Discovery in order to link the feedback you have just selected to it. When your users or teammates raise a new topic, create a new Discovery in the right Component by clicking on the + button next to the Component's name.

Categorizing incoming feedback in Harvestr will quickly help you get insights on your user needs and build a valuable product knowledge base.

Step 3. Prioritize what needs to be built next

Prioritization is key in product management.

That's why we have built a flexible yet powerful prioritization system that will help you get a clear view on the most urgent user needs and build the right features at the right time.

Filter and sort Discoveries to quickly identify top priorities

In the table view, you can combine filters and sorting options to make top priorities come on top.

Use the Discoveries "Board" view to decide what to build next

In your Board view, you can drag and drop Discoveries to move them forward in your backlog and keep track of progress.

Step 4. Create custom views to prepare product meetings

In Harvestr, you can use Views to save your most used combinations of filters and sorting options and visualize the corresponding Discoveries with just 2 clicks

Here is how you can create and display views :

Every new Harvestr account comes with some default views :

  • the "Main view" gives you a quick access to all your active Discoveries (i.e the ones that do not have a "hidden state"), ordered by name

  • the "Top feature requests" view contains discoveries that are tagged as "Feature request" ranked by feedback occurrence

  • the "Backlog" view helps you get an overview of your current backlog with only Discoveries that have "To do", "Doing" states

We created views to help you prepare product meetings and quickly answer questions like : "What are the most requested features this month?" or "What topics did we get feedback on recently?"

You're all set!

You are now ready to use Harvestr at its full potential and get the most out of it.  

If you want to know more and quickly become a power user, take a closer look at our Basic functionalities and Core Features

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