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
Updated over a week ago

Roadmap Layout Settings

Customize your primary view in your Roadmap Settings.
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Written by Jim Semick
Updated over a week ago

Adding and Editing Lanes

Add or edit Lanes to your roadmap.
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Written by Jim Semick
Updated over a week ago

Adding and Editing Bars

Drag and drop components directly onto your roadmap.
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Written by Jim Semick
Updated over a week ago

Using Containers

Group related Bars together using the Container feature.
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Written by Jim Semick
Updated over a week ago

Adding Milestones

Milestones are a great way to show event dates on your roadmap.
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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.
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Written by Jim Semick
Updated over a week ago

Adding Custom Tags

Use Custom Tags to easily categorize and filter your roadmap information.
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Written by Jim Semick
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.
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Written by Jim Semick
Updated over a week ago

Editing or Shifting Bars on Your Roadmap

Edit, add, and move bars within your roadmap.
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Written by Jim Semick
Updated over a week ago

Adding Details to Bars

Edit the information in your bars at any time.
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Written by Jim Semick
Updated over a week ago

Changing Bar Font and Style

Choose from five different bar fonts and styles.
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Written by Jim Semick
Updated over a week ago

Undo and Redo

Learn what actions can be undone and redone when editing your roadmap.
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Written by Jim Semick
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.
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Written by Jim Semick
Updated over a week ago

Sample Roadmaps

Utilize our multiple roadmap templates to help get you started.
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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.
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Written by Isabella Iannitti
Updated over a week ago

Custom Fields

You can create custom fields for Bars and Containers on your roadmap.
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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.
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Written by Isabella Iannitti
Updated over a week ago

Prioritizing in ProductPlan

Learn how to prioritize your initiatives using the Prioritization Board.
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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.
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Written by Isabella Iannitti
Updated over a week ago

Importing a Spreadsheet

Upload any CSV or XLS(X) file directly into ProductPlan.
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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.
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Written by Jim Semick
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.
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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.
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Written by Isabella Iannitti
Updated over a week ago

Deleting a Roadmap

You can delete a roadmap that you own.
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Written by Isabella Iannitti
Updated over a week ago