Getting Started

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

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35 articles in this collection
Written by Jim Semick, Nick Fields, Isabella Iannitti and 1 other
Building Roadmaps

Importing Your Roadmap Data

Import data into your Table layout with CSV/XLS or using our Integrations.
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Written by Jim Semick
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Roadmap Layout Settings

Customize your primary view in your Roadmap Settings.
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Written by Jim Semick
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Adding and Editing Lanes

Add or edit Lanes to your roadmap.
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Written by Jim Semick
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Adding and Editing Bars

Drag and drop components directly onto your roadmap.
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Written by Jim Semick
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Using Containers

Group related Bars together using the Container feature.
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Written by Jim Semick
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Adding Milestones

Milestones are a great way to show event dates on your roadmap.
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Written by Jim Semick
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Changing the Legend

Customize the legend to your organization's color palette to share with confidence.
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Written by Jim Semick
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Adding Custom Tags

Use Custom Tags to easily categorize and filter your roadmap information.
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Written by Jim Semick
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Filtering Your Roadmap

Customize how you want to personally view your roadmap or create custom view filters to share with teammates.
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Written by Jim Semick
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Editing or Shifting Bars on Your Roadmap

Edit, add, and move bars within your roadmap.
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Written by Jim Semick
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Adding Details to Bars

Edit the information in your bars at any time.
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Written by Jim Semick
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Changing Bar Font and Style

Choose from five different bar fonts and styles.
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Written by Jim Semick
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Undo and Redo

Learn what actions can be undone and redone when editing your roadmap.
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Written by Jim Semick
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Scrolling Through Your Roadmap

Scroll left or right on your roadmap and use zoom to see more or less of your roadmap.
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Written by Jim Semick
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Sample Roadmaps

Utilize our multiple roadmap templates to help get you started.
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Written by Jim Semick
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