Getting Started

Getting Started Guide

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

Written by Nick Fields
Updated over a week ago

Questions to Keep in Mind Before Starting Your Roadmap

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

Written by Jordan Meyer
Updated over a week ago

Importing Your Roadmap Data

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

Written by David Hughes
Updated over a week ago

Roadmap Layout Settings

Customize your primary view in your Roadmap Settings.

Written by David Hughes
Updated over a week ago

Adding and Editing Lanes

Add or edit Lanes to your roadmap.

Written by David Hughes
Updated over a week ago

Adding and Editing Bars

Drag and drop components directly onto your roadmap.

Written by David Hughes
Updated over a week ago

Using Containers

Group related Bars together using the Container feature.

Written by David Hughes
Updated over a week ago

Adding Milestones

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

Written by David Hughes
Updated over a week ago

Changing the Legend

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

Written by David Hughes
Updated over a week ago

Adding Custom Tags

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

Written by David Hughes
Updated over a week ago

Filtering Your Roadmap

Customize how you want to personally view your roadmap or create custom view filters to share with teammates.

Written by David Hughes
Updated over a week ago

Editing or Shifting Bars on Your Roadmap

Edit, add, and move bars within your roadmap.

Written by David Hughes
Updated over a week ago

Adding Details to Bars

Edit the information in your bars at any time.

Written by David Hughes
Updated over a week ago

Changing Bar Font and Style

Choose from five different bar fonts and styles.

Written by David Hughes
Updated over a week ago

Undo and Redo

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

Written by David Hughes
Updated over a week ago

Scrolling Through Your Roadmap

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

Written by David Hughes
Updated over a week ago

Sample Roadmaps

Utilize our multiple roadmap templates to help get you started.

Written by David Hughes
Updated over a week ago

Sharing Your Roadmap

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

Written by David Hughes
Updated over a week ago

Exporting Your Roadmap

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

Written by David Hughes
Updated over a week ago

Sharing With a Private Link

Share your Roadmap or Portfolio View using a private link.

Written by David Hughes
Updated over a week ago

Using Versions to Publish Your Roadmap

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

Written by David Hughes
Updated over a week ago

Sharing With Your Team

Easily share your roadmap with everyone on your team.

Written by David Hughes
Updated over a week ago

Sharing With a Viewer

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

Written by Katie Roberts
Updated over a week ago

Sharing Custom Views

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

Written by Katie Roberts
Updated over a week ago

Showing Details in PDF Export

Include optional details with the PDF Export.

Written by David Hughes
Updated over a week ago

Adding Comments to Bars and Containers

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

Written by David Hughes
Updated over a week ago

Table Layout

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

Written by Isabella Iannitti
Updated over a week ago

Custom Fields

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

Written by Katie Roberts
Updated over a week ago

Managing your Parked Items

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

Written by Isabella Iannitti
Updated over a week ago

Prioritizing in ProductPlan

Learn how to prioritize your initiatives using the Prioritization Board.

Written by David Hughes
Updated over a week ago

Portfolio View

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

Written by Isabella Iannitti
Updated over a week ago

Importing a Spreadsheet

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

Written by David Hughes
Updated over a week ago

Using Presentation and View Mode

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

Written by David Hughes
Updated over a week ago

Zooming to See More or Less of Your Roadmap

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

Written by David Hughes
Updated over a week ago

Copying a Roadmap

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

Written by Isabella Iannitti
Updated over a week ago

Deleting a Roadmap

You can delete a roadmap that you own.

Written by Isabella Iannitti
Updated over a week ago