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Building Your Roadmap

Adding Details to Bars

To edit a Bar’s title and other information, click on the Bar. You can add details to the Bar that will…

Displaying Dates on Bars

On your roadmap, you can choose to display start and end dates for your Bars and Containers.  Just click on…

Using Containers

You can group related Bars together using the Container feature.  A Container acts just like a Bar but can expand to…

Adding Milestones

Milestones are a great way to show event dates on your roadmap. Drag and drop a Milestone from the sidebar…

Importing a Spreadsheet

To make it easier to get started with ProductPlan you can import your spreadsheet-based roadmap. You can upload any CSV or…

Adding Custom Tags

With Tags you can easily categorize and filter your roadmap based on custom information. Tags are flexible – you can use them…

Filtering Your Roadmap

You can filter your roadmap to show only the Lanes, Legend colors, or Tags that you want to display. This…

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. From your…

Tracking Your Roadmap’s History

With our History feature, you can easily track the changes made to items on your roadmap. It’s great for reviewing…

Zooming to See More or Less of Your Roadmap

There are two easy ways to zoom in or out of your roadmap. Zoom in/out of the timeline: You can…

Scrolling Through Your Roadmap

If there is more roadmap to view to the right, or more Lanes to view than can fit in one…