💡 Why Use the "AI Automated Product R&D Management Template"?

The "AI Automated Product R&D Management" template aims to help teams efficiently manage the entire product R&D process, covering requirements collection, task breakdown, bug tracking, and version iteration. Through structured data management and automated reminders, it ensures team information synchronization, improves collaboration efficiency, and reduces the risk of task omissions. The AI capabilities integrated into this template automatically extract key information, optimize and polish it, and generate version iteration reports for each update, significantly enhancing R&D management efficiency and execution.

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👉 How the Template Works

📌 Product R&D Management

• Milestone: Marks the completion of phased work, with different types of projects having different milestones.
• Version Iteration: Displays implemented features and time management, controls the version release pace, and automatically generates AI version details.
• Product Requirements: Requirements points derived from requirement analysis, recording the functional points that need to be completed in R&D. All fields such as product priority, responsible members, estimated work hours, and R&D progress display can be freely sorted.
• R&D Tasks: R&D work tasks decomposed based on product requirements and linked to specific R&D personnel. Tasks can be viewed through the Kanban view.
• Bug Records: Bug records found during testing and acceptance after version release, including issues in functionality and design. Bug priority ranking can be viewed through the Kanban view.

📝 Form Collection

• Product Requirements Collection Form: A quick entry for product requirements, allowing product managers or other team members to quickly submit requirements through the form.
• Bug Collection Form: A quick entry for bug records, allowing testers to quickly submit bugs through the form.

🔄 Automated Processes

• Requirement Submission Notification: Automatically triggers task creation and notifies the product team to review the requirements when the product requirements collection form is submitted.
• Bug Submission Notification: Automatically triggers task creation and notifies the bug responsible person to fix it when the bug collection form is submitted.
• Bug Status Change Reminder: Automatically notifies the submitter to check the repair progress after the bug responsible person updates the status.
• AI Automatically Generates Iteration Version Details: AI automatically integrates and polishes iteration update content, updates version details, and sends version reports.

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🎯 Steps to Use

1️. Create Milestones and Iterations

Set milestones according to the project's phased goals. A milestone can be associated with multiple iterations, and relevant information can be completed in version iteration.

2️. Submit Product Requirements

• Enable requirement submission notification automation.

  • Modify the assignee when creating tasks to decide which group or member will receive task reminders.
  • Click to enable requirement submission notification automation.

  

  

• After submitting requirements through the product requirements collection form, product team members will receive task reminders. The product manager will assign personnel to the requirements in product requirements and include the requirements in the iteration version.

3️. Break Down R&D Tasks

• After requirement review, break down R&D tasks based on product requirements, assign them to developers, and complete fields such as task priority, time arrangement, and estimated work hours in the R&D tasks table.
• Developers need to update task completion and actual completion time promptly to ensure smooth requirement progress.

4️. Record and Track Bugs

• Enable bug submission notification and Bug Status Change Reminder.

• After testers submit bugs through the bug collection form, the bug responsible person will receive a repair task.

• After the bug responsible person fixes the bug and updates the status, the system automatically notifies the submitter, facilitating testers to track the progress.

• After testers verify the bug fix, they set the bug status to Close. To avoid triggering email notifications due to status changes made by testers, we added a filter in the Bug Status Change Reminder to exclude actions performed by testers, making notifications more accurate.

5️. Automatically Generate Iteration Reports

• Configure AI automatically generates iteration version details automation. Enter the OpenAI configuration page, create an integration, and configure the URL and API Key. Refer to Bika OpenAI Integration Documentation and OpenAI Official Website.

• Enable AI automatically generates iteration version details automation.

• Enter version iteration management, check the delivery status of the associated requirements and bugs for this iteration. After confirming, check the "generate version details" field for the version to be released. AI will automatically polish the iteration update content and generate a report. Below is a report example:

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👉 Suitable Users

• Product Managers: Responsible for requirements collection, review, and priority management, ensuring development progress aligns with product goals.
• R&D Team: Includes front-end, back-end, and testing personnel, completing functional development and bug fixes as assigned.
• Project Managers: Coordinate project progress, manage R&D milestones and resource allocation, ensuring timely delivery.
• Testers: Execute version acceptance tests, submit bugs, and track repair progress.
• Operations and Support Teams: Focus on product iteration to adjust operation strategies and user support plans timely.

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⭐️ Use Cases

• Internet Product R&D: Suitable for product R&D management in internet companies or startup teams.
• Enterprise Software Development: Manage the development, testing, and iteration of internal software projects.
• Agile Development Teams: Supports agile development models like Scrum or Kanban, facilitating task management and requirement tracking.
• Cross-Department Collaboration Projects: Suitable for projects requiring collaboration among product, R&D, testing, and operations teams.
• Version Release Management: Record and track requirements and bugs for each version, ensuring stable product iteration.