ProductPlan

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

Getting Started Guide

As you make the transition to ProductPlan, there are a few questions to think through as you evaluate your current roadmap and build new.

Questions to Keep in Mind Before Starting Your Roadmap

Join our Support team for weekly trainings on Wednesdays and Thursdays or Q&A sessions on Fridays.

Weekly Training Sessions

Charlotte Gutrich

Zach Garfinkel

Nick Fields

Learn the basics to begin building roadmaps and get started in ProductPlan. 

Getting Started

Import data into your Table layout with CSV/XLS or using our Integrations.

Importing Your Roadmap Data

Customize your primary view in your Roadmap Settings.

Roadmap Layout Settings

Adding and Editing Lanes

Drag and drop components directly onto your roadmap.

Adding and Editing Bars

Group related Bars together using the Container feature.

Using Containers

Milestones are a great way to show event dates on your roadmap.

Adding Milestones

Customize the legend to your organization's color palette to share with confidence.

Changing the Legend

Use Custom Tags to easily categorize and filter your roadmap information.

Adding Custom Tags

Customize how you want to personally view your roadmap or create custom filtered views to share with your different audiences.

Filtering Your Roadmap

A deeper look at editing, adding, and moving bars within your roadmap.

Editing or Shifting Bars on Your Roadmap

Edit the information in your bars at any time.

Adding Details to Bars

Choose from five different bar fonts and styles.

Changing Bar Font and Style

Learn what actions can be undone and redone when editing your roadmap.

Undo and Redo

Scroll left or right on your roadmap and use zoom to see more or less of your roadmap.

Scrolling Through Your Roadmap

Utilize our multiple roadmap templates to help get you started.

Sample Roadmaps

Customize the Fields to display on your roadmap's bars/containers

Display Fields

Account access and permissions based on user status: Account Admin, Team Admin, Editor or Viewer.

User Access

Each icon has a specific meaning and purpose from the home screen of ProductPlan

Navigation & Backend Settings

Account and Team Admins will now have access to a new, multi-select custom field type as a part of the roadmap taxonomy

Multi-Select Custom Fields

Building Roadmaps

You can securely share your Roadmap or Version by inviting people from the Share dialogue.

Sharing Your Roadmap

Export your roadmap to a PDF, PNG, or XLS file.

Exporting Your Roadmap

Share your Roadmap or Portfolio View using a private link.

Sharing With a Private Link

Save static view-only versions of your roadmap for sharing or archiving.

Using Versions to Publish Your Roadmap

Easily share your roadmap with everyone on your team.

Sharing With Your Team

Invite an unlimited number of people to your roadmap with Viewer privileges.

Sharing With a Viewer

One of the powerful features of ProductPlan is the ability to share your web based roadmap to easily communicate with your team.

Sharing Custom Views

Include optional details with the PDF Export.

Showing Details in PDF Export

Communicate between team members by leaving comments on Bars and Containers.

Adding Comments to Bars and Containers

Sharing and Publishing Roadmaps

Get an overview of all of your Planned or Parked items in one place with the Table Layout.

Table Layout

Double check which features you have access to based on subscription type.

Features Breakdown

You can create custom fields for Bars and Containers on your roadmap.

Custom Text Fields

In the Table layout of your Roadmap, you can add items to your Parked section to create a backlog of ideas or future opportunities.

Managing your Parked Items

Learn how to prioritize your initiatives using the Prioritization Board.

Prioritizing in ProductPlan

With the Portfolio View feature, teams can consolidate multiple roadmaps into a single comprehensive view.

Portfolio View

Upload any CSV or XLS(X) file directly into ProductPlan.

Importing a Spreadsheet

Use the Presentation and View Mode to share your roadmaps with confidence.

Using Presentation and View Mode

Zoom in or out of your browser or roadmap to see more or less content.

Zooming to See More or Less of Your Roadmap

You can make a copy roadmap for any roadmap that you own or that you have edit access to.

Duplicating a Roadmap

Deleting a Roadmap

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