Display Fields

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

When configuring your roadmap, you have the option to customize your display fields based on ProductPlan settings, account settings and team settings.

If you're creating a new roadmap, you can set the fields to display on the roadmap within the roadmap's settings, on the Fields page. The ProductPlan base fields include Connections, Dates, Effort, Percent Complete and Strategic Importance.

 

Effort can be toggled between sizes (S-XL) or numeric values (1-10). You're able to remove any of these fields by clicking the X to the right of the box.

You can customize your fields further based on account and team settings. Editors will be able to choose an additional 10 fields to add to the roadmap between the account and team custom fields. This can be any combination of Custom Text Fields and/or Custom Dropdown Fields (single and multi-select). To add custom fields to the roadmap, simply click the Add fields button and select the field from the list. Custom fields are set and personalized on a per roadmap basis. Fields on Portfolio Views can also be customized.

 

Note: Title, Description, Tags, Legend, Lane, Notes and Links are displayed for all bars/containers. These fields cannot be hidden.