Jira Product Discovery: Group ideas by segment
Group Jira Product Discovery ideas by customer segment with a Select or Multi-select field and the list view’s Group by control.
Use explicit segment definitions instead of deriving segments from idea titles. A grouped view organizes the backlog; it does not establish how many independent customers support each idea.
Step-by-step guide
Define a small segment vocabulary
Agree on options such as Self-serve and Sales-assisted, with clear inclusion rules. Choose Select when one primary segment is needed, or Multi-select when ideas genuinely address several. Have a space admin create the field through Fields → Create a new field.
Populate representative ideas
Assign the segment from supporting insight context. For example, an export issue observed only in a self-serve interview should not automatically be tagged for every customer segment. Keep unknowns visible until the team has evidence.
Group the list view
As a creator or space administrator with Manage Views permission, create or open the intended list view, show the Customer segment field and choose it through Group by. Name the view “Discovery by customer segment” and explain the definitions in About this view. With Autosave off, choose Save for everyone to retain the grouping, or save it as a new view to preserve the original.
Check the grouped result
Inspect one idea from each group and compare its value with its customer evidence. Review unclassified ideas and filters before claiming a segment has no needs. For a Multi-select model, avoid summing group counts as independent ideas without checking overlaps.
Common mistakes
Treating group size as customer demand
Grouping counts idea records, not unique customers or revenue. Use source evidence for any customer-impact claim.
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.