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Lane comes with a pre-configured setup designed specifically for product management. Unlike generic tools, you don’t have to start from scratch - you can begin immediately with workflows that match how modern product teams operate. Here’s a standard setup to help you get started with a complete end-to-end workflow - or you can skip ahead to a quick configuration based on your team size and structure.

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Connecting your feedback sources

Bring in insights from tools like Intercom, Slack, or your support platform. This ensures all product feedback and customer context lives in one place- the Insights object.
  • Use the Slack integration to collect feedback directly from conversations.
  • Use the Intercom app to send tickets or customer input into Lane.
  • Capture ideas or issues using the Chrome extension while browsing external tools or platforms.
This helps ensure your team has a unified source of customer needs and context.
If you’re not using any external tools, you can still manually capture feedback in Lane using the Insights object. It’s designed to work with or without integrations.

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Connecting your delivery tools

If you’re using tools like Linear or Jira , connect them to Lane to sync Features and align planning with execution.
  • Push prioritized Features from Lane to Jira or Linear for development.
  • Pull existing issues from Jira or Linear into Lane for better prioritization.
  • Track delivery progress directly within Lane.
  • Maintain alignment between strategic planning and engineering work.
This bi-directional visibility helps PMs and engineers stay on the same page.
If you’re not using any external tools, Lane still gives you everything you need to manage planning and delivery in one place.

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Adding business goals or OKRs

Define your product strategy through Objectives. Lane supports two types:
  • Goals - Ideal if you’re working with simple outcome statements.
  • OKRs (Objectives & Key Results) - Use when you need structure with measurable Key Results and supporting initiatives.
You can:
  • Set custom timeframes for your planning cycles.
  • Assign owners to each Objective.
  • Track progress automatically through linked Features and Roadmap items.
This helps tie everyday work to long-term business goals.
Customizing fields for your workflowLane lets you tailor key fields for each object - such as Statuses, Tags, Products, Timeframes, and more - under Settings.This allows you to adapt Lane to your unique product workflows, whether you’re managing multiple teams, handling different product lines, or segmenting customer needs.

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Creating Views to fit your processes

Use different View types to match how your team works:
  • Boards - Great for Kanban-style workflows.
  • Lists - Ideal for backlog grooming or structured prioritization.
  • Timelines - Use for visualizing delivery over time.
Each View can be tailored using:
  • Filters (e.g., status, product, customer tier)
  • Groups (e.g., by assignee, release, tag)
  • Sort orders (e.g., by importance or last updated)
Organize related Views into Spaces to keep your workspace clear and team-specific.

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Aligning and communicating with Roadmaps

Use Roadmaps to visualize how work connects to strategy:
  • Internal Roadmaps - Help your team stay aligned on priorities and progress.
  • Public Roadmaps - Share visibility with customers and stakeholders.
You can:
  • Display connected Objectives, Features, and status in one place.
  • Group roadmap items by timeframe, release, or priority.
  • Keep everyone informed with real-time updates as work progresses.
This builds transparency and trust both inside and outside your team.

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Quick-start workspace setups

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Startups (5–15 people)

  • Lightweight setup with a few key Objectives
  • Shared pool of Insights
  • Single Roadmap view
  • Slack and Chrome extension connected for feedback capture

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Growing PM orgs (20–100 people)

  • Team-specific Spaces and custom Views
  • Structured Objectives by team or product area
  • Multiple Roadmaps for initiatives and goals
  • Deep Jira or Linear integration for syncing Feature progress

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Customer-led teams

  • Insight-heavy workflow with strong tagging and customer linking
  • Features prioritized by revenue or customer tier
  • Shared Roadmaps visible to internal teams and key customers
  • Loop-closing through Slack or Intercom updates
Lane gives you a structured yet flexible foundation to run your product org. Start simple, evolve as you grow.