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Getting Started Guide: Account Owner
Getting Started Guide: Account Owner

Leveraging GLIDR Enterprise for product management success

Jordan Duff avatar
Written by Jordan Duff
Updated over a week ago

No idea ends up where it started.

GLIDR puts feedback, discovery and validation at the center of your product development process. GLIDR gives you tools to set up a robust product roadmap, test your Ideas through Research & Experiments, and connect validated Evidence. 

Create Your First Project

As an Enterprise user, you can create multiple Projects, allowing you to keep track of your whole portfolio in one place.

To get started with your first Project, open the menu bar on the left hand side of the screen. Locate the + button to add a new project.

After filling out your Project name and Project details, you can invite more team members if you wish, but you can also add them at any point in the future.

NOTE: Owners and Admins can view all projects regardless of the visibility setting.

Private: members can only view the project if added to it. Otherwise, it will be entirely invisible to them.

Public: members not added to this project can view the project dashboard.

Set Up Your Canvas

GLIDR offers a Business Canvas and Product Canvas, allowing you to distinguish the ideas that are directly related to your market vs. related to your product.

Different teams work in different ways. That's why we've made GLIDR customizable to your needs. 

You can categorize your Ideas by Roadmap, Status and Theme. When you start your Project, you'll find that the Roadmap and Status categories are already filled out with suggested titles, but you're free to change them as you wish.

To add or edit your categories, navigate to Project Settings, then Product Ideas or Business Ideas. Here, you'll be able to add, edit or delete categories. You can also edit Canvas sections in Kanban View.

The default view is the Roadmap, which allows you to plan your Ideas in order of priority, such as Now, Next, Future and Backlog. You can also drag and drop your Ideas within each category.

Grouping by Status allows you to view how your Ideas are progressing based on the categories you choose; allowing you to see all UX Ideas grouped together, for example.

Themes are a way of defining broader concepts, such as Hardware and Software. These categories are fully customizable.

Start Adding Your Ideas

It's easy to start filling out your canvas. Navigate to any of the + buttons to begin adding Ideas. 

Keep it brief! There's a 100 character limit, but you can click on your Idea to add more detail and expand on your thoughts.

Once you've started adding and validating or invalidating your Ideas, you may decide to prioritize them according to your needs, or progress them as they move through the Product Roadmap. This can be done by dragging and dropping the individual cards, which can also be done in List View.

Add Your Evidence

Once you've started adding Ideas, it's likely you'll be gathering evidence that will ultimately help you validate or invalidate your Ideas. This can be in the form of customer discovery interviews, A/B tests, smoke tests or one of various other tests.

By navigating to the Evidence section of your Team, you can begin adding Evidence using the + button. The Evidence tab is also where you will see other Ideas that have already been added by you or your teammates.

In the same way as adding an Idea, the Summary section gives you space to enter a customer discovery interview transcript, results from a landing page test, and any other relevant information relevant to your evidence.

Once you've added your Evidence, you can connect it to your Ideas, or vice-versa. Clicking on the Connections tab will show you any existing connections you've made, and you can also add or edit connections to your Ideas.

If you're looking at your Roadmap in List View, it's easy to connect Ideas by selecting the Connect Ideas icon and choosing the Ideas you would like to link to the current selected Idea.

Run Experiments

You can plan, run, and analyze an Experiment (testing a specific Idea to get a precise yes or no result).

Learn more about and how to add Experiments.

View Your Portfolio

The Portfolio Dashboard helps decision-makers throughout the organization understand the breadth of their Portfolio, track the progress of all Projects, and better align investments to growth strategies.

You can find out more about the different sections of your Portfolio Dashboard here.

Create Your Collections

Collections are a way to organize Projects by class, department, group, etc. and see their metrics grouped in one place. In the left-side menu, click on the + button next to Collections to create a new Collection.

Once you have created a Collection, you can find it in the left-hand menu. Clicking it will take you to the Dashboard for that Collection.

View Your Notifications

Click the Notifications Icon in the top right navigation bar to open the Notifications drawer. You can view Drafts here as well.

NOTE: Be sure to update your Notification Preferences via your Profile Icon to ensure you're notified when there's an update in your project!

Add Comments

Commenting in the GLIDR platform is a quick and easy way to let other team members know your thoughts on Ideas, Evidence, Experiments or Posts. You can also @mention specific teammates if something needs their attention or input.

Install the Chrome Extension

Skip the manual entry of relevant resources and data with our Chrome extension, Capture by GLIDR! You can easily grab text from anywhere across the web and the extension will create new Evidence for you. Open it up to connect it your Ideas, Research, and Experiments.

Set Up Your Profile

Navigating to Profile & Account Settings under your profile icon will take you a page allowing you to change your profile information.

  1. Clicking your profile photo will allow you to add a new photo or remove the existing one.

  2. Add more information about yourself here. This information is visible to your teammates.

Invite Team Members

Now that you've got started with GLIDR, it's time to begin inviting your teammates!

You're well on your way to success with GLIDR! We wish you the best of luck. Feel free to explore our Help Center for further information, or reach out to us directly by clicking the chat icon in the lower right-hand corner of your screen.

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