ProductPlan

Connect high-level company objectives with team-specific goals

Cascading Objectives

Zach Garfinkel

Charlotte Gutrich

Expand your knowledge of ProductPlan's features by checking out our Feature Video Library.

Feature Video Library

Having a clear picture of where your product stands is essential for a successful roadmap

Your Roadmap Taxonomy Video Overview

Consider these five key questions before creating your first roadmap.

Questions to Keep in Mind

Look to ProductPlan's pre-made templates to jump start your roadmaps.

Templates

Before structuring your roadmaps, get to know the roadmap hierarchy.

Roadmap Hierarchy

This video overview will walk you through the process of creating and organizing your first roadmap in ProductPlan.

Getting Started Guide (Video)

Set company objectives in ProductPlan to keep your team strategically aligned on your Product OKRs.

Setting Objectives (Video)

Start off on the right foot with the support team’s introductory videos covering the preliminary phase of roadmapping. 

Getting Started

Answer the primary question asked by your primary audience with the Legend.

Legend

Keep your roadmap items organized and clear with Lanes.

Lanes

Next up in the roadmap hierarchy, add Containers and Bars to your roadmap.

Containers/Bars

Add an additional layer of filtering to your roadmaps with Custom Tags.

Filters/Custom Views

Establish interdependent relationships between two roadmapping items.

Connections

Visualize important events and specific dates on your roadmap.

Milestones

Make decisions more effectively and efficiently with the Prioritization Board.

Prioritization Board

Create static, view-only versions of your roadmap to publish and share with others.

Versions

Monitor changes made to your roadmap items.

History

Check out the possibilities you have for exporting your roadmap.

Export

Sharing

Consolidate multiple roadmaps into a single comprehensive view with the Portfolio View.

Portfolio Views

Expand your understanding of the Table View, including both Planned and Parked items from your roadmap.

Table Layout (Video)

Take a look at our extended overview that will briefly touch on each feature found in ProductPlan. Want more information on a particular feature? Here you will also find an in depth look into any feature or icon that you will come across roadmapping within ProductPlan!

Roadmap Basics

Standardize the structure and style of your roadmap with customizable, standardized features.

Standardization Overview

Implement a centrally managed legend for your team to use across all roadmaps.

Shared Legend

Add an additional layer of standardized filtering with Custom Dropdown Fields.

Dropdown Fields

Customize open text fields to appear within all of your organization's roadmaps.

Custom Text Fields

Standardize your tagging system by creating company-wide, centrally managed tags.

Centralized Tag Management

Because each team works differently, we’ve come up with some customizations and specifications within the platform.

Team Standardization

Standardize the structure and style of your roadmaps with customizable, standardized features.

Standardization

Viewers are able to interact with their team's roadmaps and portfolios.

Viewer Permissions

Create standardization components unique to a particular team.

Team Admin Permissions

Subscription details and account elements unique to the Account Administrator.

Account Admin Permissions

Editors actively influence their team's roadmaps within ProductPlan.

Editor Permissions

Check out these videos to better understand the user permissions associated with each user status: Account Admin, Team Admin, Editor or Viewer.

User Permissions

Consider what integrations you can configure to strengthen your roadmaps.

Integrations Overview

Jira

Import initiatives from Azure DevOps directly onto your roadmaps.

Azure DevOps

Push and pull changes made to Dates, Lanes and Legends.

Two-Way Jira & Azure DevOps Sync

Take a look into our integrations video library for in-depth information regarding each app you can integrate with ProductPlan.

Integrations

Launch Management is a central place to plan, track and communicate your upcoming launches that live alongside your roadmaps.

Launch Management Video Overview

Learn how to effectively use Idea and Opportunity Management in ProductPlan to validate and prioritize your roadmap initiatives.

Idea & Opportunity Management Video Overview

Strategic Portfolio is a feature designed to give you a high-level view of your objectives, opportunities and roadmap items