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

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 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

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 Nick Fields
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

How to Use the Planning Board

Learn how to prioritize your initiatives using the Planning Board.

Written by Jim Semick
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 Stephanie Hernandez
Updated over a week ago

Deleting a Roadmap

You can delete a roadmap that you own.

Written by Stephanie Hernandez
Updated over a week ago