Roadmapping
It’s pretty easy to roadmap in ProductPlan. As you explore, you’ll want to understand and define the different elements of your roadmap.
Getting Started
- Getting Started Guide
- Questions to Keep in Mind Before Starting Your Roadmap
- Platform & Roadmap Hierarchy
- Your Roadmap Taxonomy
- Roadmap Templates
- Roadmap Layout Settings
- Importing a Spreadsheet
- Duplicating a Roadmap
- Adding and Editing Lanes
- Adding and Editing Bars
- Displaying Dates on Bars
- Changing Bar Font and Style
- Using Containers
- Managing your Parked Items
- Creating a Roadmap Folder
- Custom Views
Integrations
- Integrations Overview
- Setting Up Your Jira Integration
- Using Your Jira Integration
- Sync Custom Fields with Jira
- Jira Integration Troubleshooting
- Importing From Jira to ProductPlan
- Two-Way Jira & Azure DevOps Sync
- Synchronizing Fields With Jira and Azure DevOps
- Embedding Your Roadmaps in Jira & ADO
- Azure DevOps Integration
- Sync Custom Fields with ADO
- Github Integration
- Slack Integration
- MS Teams Integration
- Zapier Integration
- Trello Integration
- Synchronizing Fields With Trello
- Embedding Your Roadmap in Confluence
Standardization
Roadmap Features
- Adding Milestones
- Adding Connections
- Using Versions to Publish Your Roadmap
- Moving a Lane to a Different Roadmap
- Deleting a Roadmap
- Prioritizing in ProductPlan
- Bulk Actions and Editing Multiple Bars at Once
- Editing or Shifting Bars on Your Roadmap
- Filtering Your Roadmap
- How to Search
- Undo and Redo
- Copying the Bar ID
- Display Fields
- Table Layout
- Portfolio View
- List View
- Zooming to See More or Less of Your Roadmap
- Scrolling Through Your Roadmap
- Roadmap Activity Metrics
- Highlight Roadmap Changes
- Tracking Your Roadmap’s History
- Using Presentation and View Mode
- Roadmap Level Conversations
- Adding Comments to Bars and Containers
- Adding @ Mentions in Comments
Strategic Portfolio
- Strategic Portfolio
- Creating Strategic Portfolios
- Strategic Portfolio: View-Only Drawer
- Strategic Portfolio: Filter by Tag
- Pivotability & Custom Views for Strategic Portfolio
- Strategic Portfolio Data Selection
- Strategic Portfolio: View Bars and Containers
- Strategic Portfolio Custom Views
- Pivotable Legends for Strategic Portfolio
Sharing
- Sharing Your Roadmap
- Exporting Your Roadmap
- Showing Details in PDF Export
- Sharing with a Private Link
- Restrict Access to Private Links
- Sharing With Your Team
- Sharing With a Viewer
- Sharing Custom Views
- How to Embed Your Roadmap in a Site
- Transferring a Roadmap to Another User
- Saving and Sharing Strategic Portfolios
- Presenting Strategic Portfolios