Roadmaps are an excellent way to showcase work that you are currently planning on building out, is in progress, all the way through to completion.
When published, your Roadmap will sit alongside your Announcements, in a separate tab on your Public Page.
This article will cover the following:
By default, your roadmap will be disabled on your account. In order to switch this on, you must activate the "Enable roadmap" toggle, which is found under Settings > Roadmap > Basic info on the Admin navbar.
You can also change the name of your roadmap, which by default is set to "Roadmap".
Roadmap stages are the building blocks of your roadmap and are fully customizable. you can keep these high level, or map them directly to your product development process. There are four default or placeholder stages: In planning, In Development, Shipping, and Complete.
To edit these stages and their descriptions, navigate to the Stages tab under Settings > Roadmap on the Admin navbar. To add a stage, select the + Add stage button and give your new stage a name and description - the description is for internal reference and not shown on your public roadmap.
Stages are reflected on your public page in the order that they are shown on this tab - if you would like to change the order of these, simply drag and drop them into the order you'd like.
Stages can also be edited by selecting the ellipses on the corresponding stage, and then "Update", or can be Archived to be removed from your roadmap completely.
Roadmap Work Items
Work Items represent a piece of work to be done over a period of time, such as a Feature or a Project.
To create a Work Item, navigate to the Roadmaps tab on the Admin navbar, and select + Add item under the status you'd want this Item to start on. You'll be prompted to add a Name and the Categories you want to associate to it.
Once created, select the Item by clicking on it, and you'll be able to see/edit the Content (1), Timeline of updates (2), Subscribers (3), and Feedback (4) submitted from your users and subscribers to your public page.
Work Items are made up of a heading and main body content. The main body sits in a rich text editor that supports a suite of hosting and embedding, and that updates and saves in real time.
On the Content tab, you can edit the Stage, add Projected dates for the completion of this Item, and the relevant categories to this Work Item.
Changes to the Stage on each Work Item is recorded under the timeline tab, which gives a historical timeline of the progress of it as it moves through the stages.
Your end users are able to subscribe to and follow individual Roadmap Items. This will give you visibility into a dedicated list of people eagerly awaiting the launch of that Item, and will automatically update them on any Announcements relevant to the particular Work Item they're subscribed to.
You can also add subscribers to your Roadmap work items in the Admin interface. One use case for this could be for users or prospects that have shown an interest in when something is going to be shipped.
Your users, subscribers & prospects are able to leave feedback on your Roadmap Items. This will funnel through and be collected under the Feedback tab.
💡 Visit our help article on Feedback for a deeper dive.
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