Roadmap

Roadmap provides a strategic view of your product planning, helping you visualize and communicate your feature development timeline. It shows how your backlog items map to strategic initiatives and planned delivery periods.

Your roadmap displays features and issues organized by time periods, impact areas, initiatives, status.

Understanding roadmap data

It's important to understand how your backlog data translates into the roadmap view. The roadmap pulls in key information from your backlog items to provide context for planning and prioritization.

Key columns

• Impact Area: The business domain or strategic objective.
• Initiative: The broader project or theme.
• Features: Specific capabilities being developed.
• Status: Current state (Research, In Progress, Shipped, etc.).
• Priority: Relative importance ranking.
• Total Companies: Number of companies requesting this feature.
• Total Feedback: Volume of customer input.
• Companies: Specific organizations interested in the feature.

Visual indicators

• Status colors: Quick visual reference for development progress
• Priority indicators: Help identify most important items
• Company tags: Show which customers are driving requirements

Adding items from backlog

You can easily add features and issues from your backlog to the roadmap:

1. Select Add from backlog to open the selection dialog.
2. Search and filter your backlog items using:
   • Search bar to find specific features.
   • Status filters (Done, Cancelled, etc.).
   • Target date filters.
   • Other available criteria.
3. Browse available items with key metrics displayed:
   • Dollar value impact.
   • Current status (Idea, In Progress, etc.).
   • Number of requesting companies.
   • Feedback volume.
4. Select an item to view detailed information in the side panel.
5. Select target quarter for the selected item.
6. Click Add to roadmap to include it in your planning.

Alternatively, you can add features directly in the Roadmap view by clicking the + (plus) icon in the desired column for time period, impact area, or initiative.

This feature helps you make informed decisions about what to include in your roadmap by showing the business impact, customer demand, and current status of each backlog item.

Creating new features directly

You can also create new features or issues directly from the roadmap view:

1. Select Create Feature to open the creation dialog.
2. Enter basic information:
   • Feature or issue title
   • Description
   • Type (Feature or Issue)
3. Set properties such as:
   • Status (Idea, In Progress, etc.)
   • Priority level
   • Owner and teams
   • Start and target dates
   • Size estimates
4. Organize with metadata:
   • Impact area
   • Initiative
   • Stream and sub-stream
   • Tags and functional area
   • External specifications
   • Milestones
5. Connect to companies:
   • Add requesting companies.
   • Set revenue impact (New ARR, ARR Kept, ARR Lost).
   • Include deal values and expected close dates.
6. Link external tasks like Jira tickets.
7. Select Create to add the new item directly to your roadmap.

This workflow is ideal for capturing new ideas during roadmap planning sessions or when you need to create placeholder items for strategic initiatives.

Time period organization

The roadmap can be organized by different time periods to match your planning needs:

• Weeks: For short-term sprint planning and immediate priorities.
• Months: For medium-term feature development cycles.
• Quarters: For strategic business planning and longer-term initiatives.

This flexibility helps with release planning, resource allocation, and stakeholder communication.

Filtering and grouping

You can customize your Roadmap view using filters and grouping options to focus on specific aspects of your planning.

Filtering options

Refine your roadmap view by applying filters such as:

• Time period: Focus on specific weeks, months, or quarters.
• Initiative: View progress on strategic themes.
• Status: See items in particular development stages.
• Priority: Focus on most critical features.

Grouping options

Organize your roadmap view by:

• Initiative: See all features within strategic themes.
• Impact Area: Group by business objectives.
• Status: Organize by development progress.
• Company: View features by requesting customers.