You can create custom Views of your roadmap to share with different audiences. With custom Views, you can save alternate timelines and apply saved filters to share with your team. Once you’ve created a View, you can share it with your team by creating a private link to it.
To create a new View, click the “Roadmap” dropdown at the top left of your timeline:
To create a new View, you’ll need to give it a title. You will also be able to add a description, change the Bar and Font style, set an alternate timeline, and apply View Filters.
Once your View is created, it will have its own Settings. You can update and save different Settings for each View. You can adjust the saved View Filter at any time as well.
View Filters are different from the Personal Filter to the right of your Roadmap. The View Filter lets you share your custom filtered View with your audience, while the Personal Filter is unique to each individual user.
Anyone you’ve shared the roadmap with will be able to see the Views you’ve created. Any editors of the roadmap can create custom Views. Each View is tied to the roadmap, and any information you add to the roadmap will be saved to all Views.
Sharing Custom Views
Sharing a roadmap with someone will also share any Views that you’ve created. If you want to give someone access to only a specific View of the roadmap, you can create a private link for it. To create a private link for your view, click “Share”:
Why You Should Share Views
With ProductPlan’s Views feature, you can create custom views of your roadmap for different audiences in seconds.