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Customization, templates, and views
Customization, templates, and views

How do I customize Ignition?

Derek Osgood avatar
Written by Derek Osgood
Updated over 7 months ago

Everything in Ignition is extremely customizable, even down to the dynamic outputs Copilot AI is creating for you.

General customization tips:

  • Make sure your workspace settings have been configured, to improve your AI outputs and the organization of your workspace's data

    • Add detail about what your company does, and how you talk, in AI Settings.

    • Add tags for each of your specific Product Lines to segment data by product.

  • In any given view, use the Display & Filter controls to adjust visible columns, add custom columns, and save custom views that can be shared with others.

  • Don't forget to set up your personal notification preferences!

Customizing Roadmaps:

  • Use your Roadmap Settings to customize how your Roadmaps are configured.

    • Add Releases so you can organize features by release

    • Add Statuses to organize roadmaps around custom statuses

    • Add Prioritization Factors to customize how overall "value vs. effort" scores are calculated. You can adjust weighting on these as well, if some factors are more important than others.

Customizing Launch Campaign Templates:

If you'd like to customize your launch plans, there are two options:

  • Customizing Launch Phases – Use the GTM Phases tab under Template Settings to adjust the phases applied by default for different types/tiers of launch. You can set default approvers for phase migrations as well as specific phase timelines.

  • Customizing Copilot frameworks – Want to edit the Type/Tier/Channel impacts on your Copilot outputs? Just email us at [email protected]!

  • Saving static templates – Don't care if your templates are dynamic? You can easily create a launch, fill it in, and then click the "Save as a template" button in the left-nav, to save this template for future use. Choosing to save the content in the modules will also retain any content in your plans such as messaging frameworks.

    • Applying Templates – When you're ready to use your Template, just select it from the Templates dropdown in "Launch Characteristics" section when creating a new launch.

  • Other customizations – Are there other items you want customized? Just reach out -- most likely we can support it!

To manage your templates, go to Settings, and click "Templates". From here you can create a launch from a template, or delete templates.

Customizing Release Notes & Ideas Pages:

  • First, make sure both the "Global" and "Release Notes/Product Ideas" pages are set to "Live" in your Changelog Settings.

    • From here, explore the options for customizing the look and feel, URL, and visibility of your public pages.

    • Note that there will be settings for each individual component you would like visible, as well as overall page settings. You may need to adjust both, depending on how you are hoping to customize things.

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