Feature Videos

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Synchronizing Fields With Trello

ProductPlan lets you synchronize multiple fields from Trello to ProductPlan. You can choose to synchronize either the Title, Description and/or… View →

Synchronizing Fields With Integrations

Some ProductPlan integrations include the option to synchronize multiple fields. You can choose to automatically synchronize Percent Complete, Title, and/or… View →

Synchronizing Fields With Jira

ProductPlan lets you synchronize multiple fields for Bars and Containers with Jira. You can synchronize Title, Description, and/or Percent Complete…. View →

Jira Integration

Integrate ProductPlan with Jira to better connect your strategic roadmap to your specific project details that are being planned and… View →

How to Use the Planning Board

Deciding which initiatives to include in your future product releases can be a difficult process. With the Planning Board the prioritization… View →

List View

When creating a custom view, you can change the layout of your roadmap. You’ll be able to choose between the… View →

How to Use the Parking Lot

The Parking Lot is a place for your future opportunities. It also provides a great way to create a backlog… View →

Moving Bars From the Parking Lot to the Roadmap

Every roadmap will have its own Parking Lot. You can import directly to your Parking Lot or add new ideas… View →

Integrations Overview

ProductPlan integrates with a number of other products to help you connect your roadmap with the tools you’re already using…. View →

Adding Dependencies

With the Connections feature, you can quickly create and identify relationships between Bars and Containers on your roadmaps. They are… View →

Embedding Your Roadmap in Confluence

Using Atlassian Confluence is a great way to create product or marketing team pages. Many ProductPlan customers are taking their pages a step… View →

Master Plans

With the ProductPlan Master Plan feature, teams can consolidate multiple roadmaps into a single comprehensive view. With the Master Plan feature you can create new views… View →

Displaying Dates on Bars

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

Adding Comments to Bars

The Comments feature provides a great way to communicate between team members.  To add a comment, just click on an individual… View →

Custom Views

You can create custom Views of your roadmap to share with different audiences. With custom Views, you can save alternate timelines… View →

Sharing Custom Views

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

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… View →

Copying a Roadmap

You can make a copy roadmap for any roadmap that you own or that you have edit access to. Once you’ve created… View →

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… View →

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,… View →

Email Notifications

Notification Preferences In ProductPlan, there are two types of email notifications you can receive. You can be notified when comments are… View →

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… View →

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… View →

Copying the Bar ID

You can link directly to any Bar or Container on a roadmap. To find the link, just click on the… View →

Deleting a Roadmap

You can delete a roadmap that you own.  Note that deleting a roadmap deletes the roadmap permanently for you and… View →

Tag Management in ProductPlan

With the Tag Manager, you can easily standardize and manage tags across each of your roadmaps. Save time organizing your… View →

Enterprise Overview

The ProductPlan Enterprise plan is designed for organizations with 10 or more roadmap Editors. With ProductPlan Enterprise your team gets… View →

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… View →

Github Integration

ProductPlan’s GitHub integration gives you a way to link Bars or Containers on your roadmap with Issues in GitHub. Once… View →

Slack Integration

  ProductPlan’s integration with Slack helps keep your team up to date in real time. By integrating with Slack, you… View →

Trello Integration

ProductPlan’s integration with Trello provides a way to easily connect your roadmap to your Trello boards. You can import lists… View →

Azure DevOps (Formerly VSTS) Integration

ProductPlan’s integration with Azure DevOps (formerly Visual Studio Team Services) allows you to easily import epics or stories from your… View →

Pivotal Tracker Integration

ProductPlan’s integration with Pivotal Tracker allows you to easily import epics or stories from your Tracker projects to ProductPlan. You… View →

ProductPlan Macro for Confluence

In order to use the ProductPlan Macro for Confluence, you will need the Atlassian Universal Plugin Manager. In most cases… View →

Importing From Jira to ProductPlan

ProductPlan’s Jira integration gives you a way to connect a Bar or Container on your roadmap to Epics or other issues… View →

Multiple Administrators

On an Enterprise plan, you can add multiple administrators to add users and manage licenses. To grant someone on your team… View →

Centralized Tag Management

Enterprise plans include a centralized tag manager that makes it easy to manage and standardize tags for your entire team…. View →

Restrict Access to Private Links

On an Enterprise plan, you can choose to restrict or limit access to roadmap private links. Admins on an Enterprise… View →

Strong Password Enforcement

On an Enterprise plan, you can choose to enforce stronger password requirements for your team. When one of your teammates… View →

Configuring Single Sign-On (SSO) With ProductPlan

As part of your Enterprise subscription to ProductPlan, you can make signing in to ProductPlan easier by integrating with your organization’s… View →

Configuring SSO for Google Apps

Using SSO for your team in ProductPlan requires an Enterprise Subscription. To set up your single sign-on integration with Google… View →

Configuring SSO for Centrify

Using SSO for your team in ProductPlan requires an Enterprise Subscription. To set up your single sign-on integration with Centrify,… View →

Configuring SSO for Okta

Using SSO for your team in ProductPlan requires an Enterprise Subscription. To set up your single sign-on integration with Okta,… View →

Configuring SSO for OneLogin

Using SSO for your team in ProductPlan requires an Enterprise Subscription. To set up your single sign-on integration with OneLogin,… View →

Configuring SSO for Ping

Using SSO for your team in ProductPlan requires an Enterprise Subscription. We run a federated identity management system through Ping… View →

Configuring SSO for Azure Active Directory

To set up your single sign-on integration with Active Directory (AzureAD), we need to setup a manual connection. You will… View →

Connections Demo

Learn how to use Connections to show dependencies on your roadmap. Watch the full customer webinar here.

How to Search

You can access the search bar in ProductPlan to quickly find any item you’re looking for. ProductPlan indexes all of… View →

Bulk Actions and Editing Multiple Bars at Once

In ProductPlan there are a number of bulk actions you can take to quickly update your roadmap items. Bulk actions… View →