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Best Practices
Best Practices
Utilize key ProductPlan features to take your roadmap process to the next level.
+2
15 articles in this collection
Written by
Jim Semick,
Nick Fields,
Isabella Iannitti
and 2 others
Creating a Roadmap Folder
Easily create folders to say organized and effectively manage all your roadmaps.
Written by
Damon Navo
Updated over a week ago
Building Roadmaps
Bulk Actions and Editing Multiple Bars at Once
Using bulk actions will make maintaining your roadmap even easier.
Written by
Nick Fields
Updated over a week ago
Custom Views
Create custom Views of your roadmap to share with different audiences.
Written by
Nick Fields
Updated over a week ago
List View
Start with a Kanban Style layout of your roadmap or pivot into a List View style.
Written by
Isabella Iannitti
Updated over a week ago
Displaying Dates on Bars
On your roadmap, you can choose to display start and end dates for your Bars and Containers
Written by
Jim Semick
Updated over a week ago
Moving a Lane to a Different Roadmap
To help reorganize your roadmaps, you can easily reorder Lanes, or move them from one roadmap to another.
Written by
Jim Semick
Updated over a week ago
Copying the Bar ID
You can link directly to any Bar or Container on a roadmap.
Written by
Jim Semick
Updated over a week ago
Adding Dependencies
With the Connections feature, you can quickly create and identify relationships between Bars and Containers on your roadmaps.
Written by
Isabella Iannitti
Updated over a week ago
Connections Demo
Learn how to use Connections to show dependencies on your roadmap.
Written by
Katie Roberts
Updated over a week ago
Moving Bars From the Parked Section of the Table Layout to the Roadmap
Every roadmap will have its own Table Layout. You can import directly to your Parked Section or add new ideas as you go.
Written by
Katie Roberts
Updated over a week ago
Viewing Roadmaps
Adding @ Mentions in Comments
Written by
Isabella Iannitti
Updated over a week ago
How to Embed Your Roadmap in a Site
Using the Private URL Feature, you can embed and share your roadmap without requiring users to sign in to ProductPlan.
Written by
Jim Semick
Updated over a week ago
Tracking Your Roadmap’s History
With our History feature, you can easily track the changes made to items on your roadmap.
Written by
Jim Semick
Updated over a week ago
Tag Management in ProductPlan
With the Tag Manager, you can easily standardize and manage tags across each of your roadmaps.
Written by
Jim Semick
Updated over a week ago
How to Search
You can access the search bar in ProductPlan to quickly find any item you’re looking for.
Written by
Isabella Iannitti
Updated over a week ago