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Getting Started
Getting Started
Learn the basics to begin building roadmaps and get started in ProductPlan.
+3
37 articles in this collection
Written by
Nick Fields,
Isabella Iannitti,
Katie Roberts
and 3 others
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
Weekly Training Sessions
Join our Support team for weekly trainings on Wednesdays and Thursdays or Q&A sessions on Fridays.
Written by
Charlotte Gutrich
Updated this week
Building Roadmaps
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
A deeper look at editing, adding, and moving 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 and Publishing Roadmaps
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
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
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