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How I set up Jira Product Discovery for design-driven decision making.

Part of my learning path in Technical Product Management, focused on structuring product decisions, sequencing thinking, and aligning discovery with design-driven development.

Carlos Santiago
Carlos Santiago
A flowchart outlining an 8-step product development or project management workflow with decision branches for review and progress.

While learning from Atlassian’s own material — especially how their internal teams handle idea triage — one thing stood out immediately: Discovery is treated as a filter, not a funnel.

I’ve been studying Atlassian’s walkthroughs on how their teams use Discovery, including:

  • How one team in Atlassian uses Jira Product Discovery — Part 1
  • How one team in Atlassian uses Jira Product Discovery — Part 2

Across those examples, a consistent pattern emerges. Ideas are expected to:

  • move slowly at first
  • remain ambiguous early on
  • earn their way forward through clarity, not urgency

That framing became the foundation for how I set up my own workflow.

The core principle behind the setup

Instead of designing my workflow around stages or statuses, I designed it around questions. Each step exists to answer one specific question.

An idea cannot move forward until that question has been answered clearly. This is how I prevent Jira Product Discovery from turning into a prettier backlog.

Why I didn’t use the default workflow

Jira Product Discovery’s default workflow is reasonable — but it’s designed to be flexible for many teams, not prescriptive for design-driven work.

That becomes a problem when you are deliberately practicing design-driven development.

From Atlassian’s own internal examples, one theme kept surfacing:

Most failure doesn’t come from execution. It comes from skipping steps in thinking.

Default workflows optimize for motion. Design-driven work needs guardrails that slow things down.

I also learned from structured product-thinking instruction that emphasized sequencing decisions over shipping features: understanding the problem, challenging assumptions, and only then shaping a solution. Without explicit stages that enforce this sequence, tools like Discovery tend to collapse into a backlog with better labels.

That’s why I adapted the workflow to:

  • explicitly separate problem framing from solution shaping
  • delay execution until constraints and structure are clear
  • add a deliberate pause to challenge assumptions before building

These changes weren’t cosmetic. They were necessary to make the tool support thinking, not just tracking.

The mental model behind the workflow

The instructor whose material I’m learning from consistently reinforces one core idea:

Good product work is about sequencing decisions, not just making them.

That principle is embedded directly into this workflow. Each stage exists to answer one question. An idea only moves forward when that question has been answered well enough to justify the next step.

This sequencing is what keeps Discovery from turning into a feature factory.

How this maps to the triple diamond

The triple diamond model describes three cycles of divergence and convergence that move from ambiguity to execution.

This workflow mirrors that shape intentionally.

  • Problem space: ideas are captured, framed, and explored without commitment
  • Solution space: problems are challenged, shaped, and structured
  • Concrete space: execution happens, outcomes are evaluated, and learning feeds back into discovery

Execution begins only after decisions are made. Learning never stops at “shipped.”

Full mapping overview

Triple diamond Thinking mode Jira Product Discovery states
Diamond 1 - Problem space Diverge -> Converge Inbox -> Proposed -> Needs more information
Diamond 2 - Solution space Diverge -> Converge Backlog -> Wonder -> Explore
Diamond 3 - Delivery & learning Build -> Reflect Make -> Impact / Shipped

What each step is for (and why it exists)

StepPurposeWhat happens here Design-driven development alignment
Inbox (triage) Capture raw signals without commitment Ideas are captured the moment they appear. No framing, prioritization, or judgment yet. Prevents losing ideas or promoting them too early.Early discovery. Pure signal capture.
Needs more information Create space to learn before committing Constraints, unknowns, and affected areas are identified without jumping to solutions. Multiple systems may be involved, but no decisions on how yet.Research and exploration. Divergence before structure.
ProposedTurn a raw signal into a clearly framed problem Ideas are rewritten to describe what is broken or missing, not what should be built. If it sounds like a ticket, it does not belong here yet.Problem definition. Converging on intent.
BacklogCommit to solving the problem without scheduling it The problem is acknowledged as real and worth solving. Success is defined in behavioral terms, not implementation details.Alignment before execution.
WonderForce a pause to challenge assumptions The framing is pressure-tested: root cause vs symptom, special case vs foundational pattern. Prevents premature convergence.Synthesis and reframing.
ExploreDefine the shape of a solution before building Constraints, boundaries, and contracts are defined. Still no tickets or sprints. This is design work in the product sense.Converging from abstract problems into concrete solution space.
MakeExecute what has already been decided Discovery pauses and delivery tools take over. Most meaningful decisions should already be made at this point.Delivery.
Impact / shipped Close the loop and learn Outcomes are evaluated and new signals are captured, which flow back into the Inbox. Shipped does not mean finished forever.Evaluation and iteration.

Why this alignment matters

Most teams collapse all three diamonds into one:

  • ideas become tickets
  • tickets become code
  • code becomes “done”

This workflow deliberately resists that collapse.

By aligning Jira Product Discovery with the natural rhythm of design thinking, it ensures:

  • problems are framed before solutions
  • learning happens before commitment
  • execution follows clarity, not urgency

As execution becomes cheaper — through tooling, frameworks, or AI — judgment becomes the scarce skill.

References & influences

The workflow and mental models described in this post are informed by the following resources. These shaped how I think about product discovery, decision sequencing, and design-driven development.