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

"AI Automated Product R&D Management" aims to help teams efficiently manage the entire product R&D process, covering requirements submission, 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 omission. The AI capabilities integrated into this template automatically extract key information, optimize and polish it, and generate version iteration reports for each update, significantly improving R&D management efficiency and execution.

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👉 How the Template Works

📌 Product R&D Management

• Milestone: Markers for completing phase work, with different types of project milestones varying by project.
• Version Iterations: Display implemented features and time management, control version release rhythm, and automatically generate AI version details.
• Product Requirements: Requirement points derived from requirement analysis, recording functionality points needed for development. All fields such as product priority, responsible members, estimated work hours, and development progress can be freely sorted.
• Development Tasks: Development work tasks broken down from product requirements and linked to specific developers. Tasks can be viewed through a kanban view for each developer.
• Bug Defect Records: Records of bugs found during version testing and acceptance, including functional and design issues. Bug priority rankings can be viewed through a kanban view.

📝 Form Submission

• Product Requirements Submission Form: Quick entry point for product requirements, allowing product managers or other team members to quickly submit requirements.
• Bug Defect Submission Form: Quick entry point for bug defect records, allowing testers to quickly submit bugs.

🔄 Automated Processes

• Requirement Submission Notification: Automatically triggers task creation and notifies the product team to review requirements when there's a submission in the product requirements submission form.
• Bug Submission Notification: Automatically triggers task creation and notifies bug owners for fixes when there's a submission in the bug defect submission form.
• Bug Status Change Reminder: System automatically notifies submitters to check fix progress after bug owners update status.
• AI Auto-generation of Iteration Version Details: AI automatically integrates and polishes iteration update content, updates version details, and sends version reports.

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🎯 Usage Steps

1️. Create Milestones and Iterations

Set up Milestones based on project phase objectives, with one milestone linking to multiple iterations, and complete related information in Version Iterations.

2️. Submit Product Requirements

• Enable Requirement Submission Notification Automation.

  • You can modify assignees when creating tasks to determine which group or member receives task reminders.
  • Click to enable requirement submission notification automation.

  

  

• After submitting requirements through the Product Requirements Submission Form, product team members will receive task notifications. Once product managers receive tasks, they assign personnel in Product Requirements and incorporate requirements into iteration versions.

3️. Break Down Development Tasks

• After requirement review, split development tasks based on product requirements, assign to developers, and complete task priority, scheduling, and estimated work hours in the Development Tasks table.
• Developers need to update task completion status 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 Defect Submission Form, bug owners will receive fix tasks.

• After bug owners fix bugs and update status, the system automatically notifies submitters for easy progress tracking.

5️. Automatically Generate Iteration Reports

• Configure AI Auto-generation of Iteration Version Details Automation. Enter the OpenAI configuration page, create an integration, and configure URL and API Key. You can refer to Bika OpenAI Integration Documentation and OpenAI Official Website.

• Enable AI Auto-generation of Iteration Version Details Automation.

• Enter Version Iteration Management, check the delivery status of associated requirements and bug defects. After confirmation, check the "Generate Version Details" field for versions to be released, and AI will automatically polish iteration update content and generate reports. Below is a report example:

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👉 Target Users

• Product Managers: Responsible for requirement submission, review, and priority management, ensuring development progress aligns with product goals.
• Development Team: Including frontend, backend, and test developers who complete feature development and bug fixes according to task assignments.
• Project Managers: Coordinate project progress, manage R&D milestones and resource allocation, ensuring timely delivery.
• Testers: Execute version acceptance testing, submit bugs, and track fix progress.
• Operations and Support Teams: Monitor product iterations to adjust operation strategies and user support solutions timely.

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⭐️ Use Cases

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