Best Practices

Utilize key ProductPlan features to take your roadmap process to the next level.

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14 articles in this collection
Written by Jim Semick, Nick Fields, Isabella Iannitti and 1 other

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 Jim Semick
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 Jim Semick
Updated over a week ago

Viewing Roadmaps

Adding @ Mentions in Comments

Written by Stephanie Hernandez
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