Whether you're starting from scratch and creating a roadmap or adding a Custom View for a specific audience, you can set the layout of your Roadmap into a column based Kanban Style View.
List View is a great option for users who want to move away from being tied to specific dates or deadlines and would prefer to have a high level timeline or theme based Roadmap. When using the List View layout in ProductPlan, users have the option to have their columns based on either timeline (months, quarters, or sprints) or attribute based columns (such as tags).
To update your primary view in an existing or new roadmap, check out our article on updating your Roadmap Layout.
To create a List View go to the drop down next to the "Roadmap" button as you would with a standard Custom View. From the Layout Tab in your Custom View window, select the List View option.
List View by Timeline
To create a List View by timeline click on the "Style" Dropdown and select whether you want your columns to be based on Quarters, Months, or Sprints.
Items in a Timeline-based List View will be listed by release date, meaning items in each column have an End Date that corresponds to the column's time frame.
By default, items will be listed alphabetically, however you can drag and drop to reorder items in your columns or between columns. This will update the bar's dates on your Primary Roadmap View as well. You can also drag and drop new bars, containers, or lanes to your List View from the right hand side as well.
List View by Tag
To create a List View by tag click on the "Style" Dropdown and select the tag option. From the filter tab, you can select which tags you'd like to include for your columns. You can go back to the Custom View's settings at any time to change the tag columns in your view. You can also add a new column to your view by selecting clicking on the "Add Column" section on the right hand side. This will add a new tag to your Roadmap and any bars placed in that column will automatically be tagged.
You can change the order in which your columns appear by clicking the heading of the column and dragging and dropping to a new part of your view. You can reorder items in any of the columns by dragging and dropping. You can also drag bars and containers from column to column. Moving a bar to a new column will remove the existing tag and add the tag of the new column. If you want the bar or container to appear in both columns, you can open up the bar description to add the new tag there.
You can also add new bars or containers to your Roadmap directly from this view. Adding a new bar or container into one of your columns will add the corresponding tags. These bars or containers will appear on your standard Roadmap view at the start date of your Roadmap and will span your default bar length until the dates are updated either from the bar description or your standard timeline view.
What if my bar or container has multiple tags? If an item has multiple tags, it will appear in all columns that correspond to the tags.
What if a bar inside a container is tagged, but the container is not?
If the bar is tagged, but not the container it will appear in its corresponding column and the container will appear "ghosted out," i.e. lighter than the child bars, to indicate that it is not tagged.
What if I move a container with multiple bars to a new column?
The container and all of it's child bars from the current column will be moved and re-tagged.
What if I move a "ghosted out" container?
Moving an untagged container from one column to another will only affect the child bars in that container. The ghosted out container will remain ghosted in the new tag column. If you want to add the tag to that container you can do so from the bar description.
What if a container spans multiple timeline based columns?
In a timeline based List View, items will only appear in the column that corresponds to their end date. If a container spans multiple columns, it will show up in any of the columns that one of its underlying bars falls under. You'll see a split in the end of the container to indicate it spans multiple columns.