Skip to main content

Tracker

Match ideas in your product management tool to customer evidence from conversations.

Written by Chris Lloyd

Tracker matches the ideas (issues) in your product management tool with insights from customer conversations, so you can see how much evidence supports each one. It works with Jira Product Discovery, Notion and Craft.io. It requires a Tracker product licence.

How matching works

Four/Four regularly fetches ideas from your tool and, for each:

  • rates its quality, meaning how specific and well described it is;

  • writes a short summary used for matching;

  • builds a topic model and matches customer insights to it. By default it uses the last 12 months of feature-request and enhancement insights, and ideas of high or medium quality that are to do or in progress. Both sets of criteria can be changed in the project settings;

  • identifies emerging topics with strong insight clusters that have no matching idea.

Four/Four checks for changes every few minutes. After ideas change it waits for about 30 minutes without further changes before rebuilding the model, so an editing session isn't interrupted. Edits in your tool are picked up and matching is refreshed.

Browse issues

Open issues lists issues matched to evidence. Suggested issues lists topics with no matching issue, ordered by insight count; select one to open the topic and its insights. You can filter by project, issue type, quality, status, status category, date and labels.

If you see "No issues matched your search criteria", your search or filters exclude everything, or the issue isn't captured by the model. An administrator can check the project settings.

The issue page

  • Other related issues are issues that overlap with this one.

  • Influence is the value of current opportunities, and of opportunities not won, that the topic could affect.

  • Active related records are current leads, open opportunities and customers linked to the evidence. Each list is downloadable.

Actions:

  • Ask the Analyst about the issue's insights.

  • Create Topic Set from the insights currently shown, respecting any filter.

  • Export to PDF or Export to Excel from the menu next to Filter.

On a topic opened from Suggested issues, the menu also offers Export to Jira or Export to Notion, which creates a new idea from the topic. This requires a connected tool.

Setup and project settings

Connect your tool in Settings > Connections (Jira Product Discovery, Notion or Craft.io). Then, for each project (for Jira, the Jira Product Discovery spaces), open the tool in Settings > Connections:

  • Use the pencil icon beside the issue criteria to filter by quality, status and status category, and beside the insight criteria to change which insights are matched.

  • Use Enable modelling or Disable modelling per project. Enabling is unavailable until at least 10 issues match your criteria.

Statistics written back to your tool

Four/Four can fill custom fields on each idea. Create fields with these exact names; only fields that exist are filled.

Field name

Content

Four/Four Insights

Number of matched insights

Four/Four Accounts

Number of accounts

Four/Four Leads

Number of leads

Four/Four Opportunities

Number of opportunities

Four/Four Issue

Link to the issue page in Four/Four

These are updated daily and when issues are re-analysed. Four/Four changes nothing else on your ideas, except when you choose Export to Jira or Export to Notion to create a new one.

Permissions

Using Tracker needs a role that can read tracker issues, and some actions need more.

Action or area

Permission

See Tracker and its issues

Permission to read tracker issues

Export to Jira or Export to Notion from a suggested issue

Publish tracker issues

Connect your tool and manage project settings

Administrator

Without permission to read tracker issues, Tracker is missing from the left-hand menu; ask your administrator.

Did this answer your question?