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Sharing and Exporting

Custom Views

One of the powerful features of ProductPlan is the ability to share your web based roadmap to easily communicate with…

Sharing Your Roadmap

You can securely share your Roadmap or Version by inviting people from the Share button, located to the right of…

Sharing With a Private Link

You can share your Roadmap or Master Plan using a private link. To share the  roadmap with anyone, click Share on…

Sharing With a Viewer

When you invite people to your roadmap with Viewer privileges, they get a presentation-quality version.  You can invite an unlimited…

Sharing With Your Team

If you are an editor on an existing team plan, you can share your roadmap with the whole team at…

Exporting Your Roadmap

Do your executives prefer to have the roadmap in their hands? Do you need to include the roadmap in a…

Showing Details in PDF Export

With the optional Details table, you can include a list of the details for your roadmap, including the Lane, Description and Strategic Importance….

Using Versions to Publish Your Roadmap

With the Version feature you can share static view-only versions of your roadmap. It’s perfect for sharing the results of your…

How to Embed Your Roadmap in a Site

Using the Private URL Feature, you can embed and share your roadmap without requiring users to sign in to ProductPlan. You…

Using Presentation and View Mode

With the Presentation mode you can focus on your roadmap during team meetings or executive reviews. To enter Presentation mode,…

Transferring a Roadmap to Another User

You can transfer one or more roadmaps to another ProductPlan user. There are two options for accomplishing this, and both…