Product workflows2026-11-092 min read

Jira Product Discovery: Configure idea types

Configure Jira Product Discovery idea types through Space Settings → Types and workflows → + Add type, selecting an icon and name.

A Creator with Administer space permission can create types such as Opportunity, Solution and Experiment. Types distinguish the meaning of records; their names do not automatically create a relationship hierarchy.

Step-by-step guide

01

Choose distinctions the team will maintain

Write a short rule for each proposed type. For example, Opportunity describes a customer outcome gap, Solution proposes an intervention, and Experiment tests an uncertainty. Avoid one type per temporary status; workflow states answer a different question.

02

Add the type in space settings

Open the space name’s More options → Space Settings → Types and workflows. Select + Add type, choose an icon, enter the type name and Save. Confirm you have Creator access with Administer space permission rather than ordinary contribution access.

03

Create representative records

Add an Opportunity for export-error visibility and a Solution for displaying failure details. Review their descriptions against the type rules before reclassifying a large backlog. This exposes confusing definitions while the change is still small.

04

Configure workflow and relationships separately

If the type needs a different process, use its workflow configuration and test the transitions. For relationships between types, Premium Connection fields require separate configuration. Do not assume the order of type names establishes an opportunity-solution hierarchy.

Common mistakes

Using types and statuses interchangeably

Experiment identifies what a record represents; Investigating identifies where it is in a process. Keep those dimensions separate.

Sources and verification

Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

Frequently asked questions

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