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Getting Started
Getting Started
Learn the basics to begin building roadmaps and get started in ProductPlan.
+1
35 articles in this collection
Written by
Jim Semick,
Nick Fields,
Isabella Iannitti
and 1 other
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
Building Roadmaps
Importing Your Roadmap Data
Written by
Jim Semick
Updated over a week ago
Roadmap Layout Settings
Customize your primary view in your Roadmap Settings.
Written by
Jim Semick
Updated over a week ago
Adding and Editing Lanes
Written by
Jim Semick
Updated over a week ago
Adding and Editing Bars
Drag and drop components directly onto your roadmap.
Written by
Jim Semick
Updated over a week ago
Using Containers
Written by
Jim Semick
Updated over a week ago
Adding Milestones
Milestones are a great way to show event dates on your roadmap.
Written by
Jim Semick
Updated over a week ago
Changing the Legend
Customize the legend to your organization's color palette to share with confidence.
Written by
Jim Semick
Updated over a week ago
Adding Custom Tags
Written by
Jim Semick
Updated over a week ago
Filtering Your Roadmap
Written by
Jim Semick
Updated over a week ago
Editing or Shifting Bars on Your Roadmap
Written by
Jim Semick
Updated over a week ago
Adding Details to Bars
Written by
Jim Semick
Updated over a week ago
Changing Bar Font and Style
Written by
Jim Semick
Updated over a week ago
Undo and Redo
Written by
Jim Semick
Updated over a week ago
Scrolling Through Your Roadmap
Written by
Jim Semick
Updated over a week ago
Sample Roadmaps
Written by
Jim Semick
Updated over a week ago
Sharing and Publishing Roadmaps
Sharing Your Roadmap
You can securely share your Roadmap or Version by inviting people from the Share dialogue.
Written by
Jim Semick
Updated over a week ago
Exporting Your Roadmap
Written by
Jim Semick
Updated over a week ago
Sharing With a Private Link
Written by
Jim Semick
Updated over a week ago
Using Versions to Publish Your Roadmap
Written by
Jim Semick
Updated over a week ago
Sharing With Your Team
Written by
Jim Semick
Updated over a week ago
Sharing With a Viewer
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
Written by
Jim Semick
Updated over a week ago
Adding Comments to Bars
Written by
Jim Semick
Updated over a week ago
ProductPlan Features
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
Jim Semick
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
Written by
Jim Semick
Updated over a week ago
Using Presentation and View Mode
Use the Presentation and View Mode to share your roadmaps with confidence.
Written by
Jim Semick
Updated over a week ago
Zooming to See More or Less of Your Roadmap
Written by
Jim Semick
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