Roadmaps
Last updated
Last updated
Roadmaps are a way to organize and prioritize your initiatives on a board. If you are looking for more ways to visualize roadmaps, it's coming, but we'd really like to hear more about your needs to help us prioritize.
To start using roadmaps, you have to enable roadmaps for your organization:
When you have roadmaps enabled, you will be able to access them in the "Roadmaps" section at the top of the sidebar.
Note that you will also have a tab for "All Initiatives," where we'll collect all initiatives across all spaces, and then a tab for each roadmap in the organization. If there is not enough room to show all roadmaps, then you will see a "…" option for finding the non-visible roadmaps.
Note that you can drag and drop roadmaps in the headers. This way, you can put the most important roadmaps first (like the company's overall product roadmap). The ordering is global, so when moving roadmaps, the order will change for all users.
The roadmaps have, by default, a "Now," "Next," and "Later" setup, but you can rename and customize the roadmaps as you desire.
If you create new roadmap columns, notice that each column has a type: "Past," "Present," and "Future," which describes the relative time horizons for each column. This way, you can indicate whether the column represents current priorities, future initiatives, or initiatives you have already completed.
Notice that initiatives that are in a "Present" column will show in the quick filters on top of the work item boards. This is both to communicate to the teams what initiatives are prioritized and to easily filter the board based on these initiatives.
Note: If you decide that each column represents some time interval, like quarters, you can easily just change the type of each column as you move from one quarter to the next.
Spaces can link to a single roadmap, indicating which roadmap is relevant for their team. Notice that a roadmap can be linked to several spaces, and not all roadmaps have to be linked to a space.
On the roadmap screen, the spaces where the roadmap is added are visible after the roadmap title:
By hovering over this, you can quickly go to the spaces, or you can click to edit the spaces connected to the roadmap.
When a space has a roadmap, the roadmap will show as an entry in the sidebar below the initiatives:
If a space doesn’t have a roadmap, you can easily add an existing or new roadmap by going to the "Initiative" screen and clicking "Add space roadmap.”
Note that all roadmaps from non-private spaces will be shown in the "Roadmaps" section for the organization. This allows you to take a peek at all team's roadmaps without having to navigate to each space.
For private spaces, initiatives and roadmaps are also private. That means the initiatives and roadmaps are not visible in the organization's "Roadmap" section, but also that initiatives cannot be shared between other spaces.
Note that private spaces are now indicated with a padlock icon.
