Roadmap Views

← Back to Initiative Tags, Filters and Views section

• Availability
  • Plan: All
• Roles and Permissions

  There are no restrictions for creating custom views.

All Roadmaps have three preset Saved views that enable you to display different levels of information on your Roadmap. You can also create and save multiple custom views of your Roadmaps. When making a custom view you can specify the Initiative information displayed in your Roadmap, such as owners or user stories.

Custom views allow you to get a different perspective on your Roadmap, and are user-specific. To find out how to share filtered versions of your Roadmaps with your team, take a look at Roadmap Saved Filters.   

Saved views

There are three views available by default for all users - you can find them under 'Saved Views'

• Collapsed
  Shows only Objectives and Initiative title. Counts for other items (like ideas, stories and tags) can be customized.
  
• Expanded
  Includes Objectives, Initiative title, description, and icons for additional items such as impact/effort and owners.
  
• Detailed
  Includes Objectives, title, description, tags, and details about ideas and user stories.
  

Create your own custom view

To create your own custom view, click on  Saved Views > View Settings. On the slide out, select the items you wish to see. You will have details available on both the Initiative display and your ideas/user stories.

Click Update to see your new view, and if you're happy with the display, go back to Saved Views and select Save View As to name and create the new view. To edit the view, hover over its name to update your settings.

All views are personal and cannot be shared with other users.

Editing column headings and descriptions

In View Settings there is an option to enable or disable column description. They will be enabled by default. 

The column description is a line of text that sits at the top of each time horizon column. These descriptions will default to a simple summary of now, next and later - but you can edit these to reflect your team's own definition by simply double-clicking on the text.

You can also alter the column heading to whatever fits your product vision or way of working - just double-click on the text field. 

Group by objective view

You can also view your roadmap Initiatives grouped by their assigned OKRs. To switch to this view select the 'Group by objective' toggle on the top right of the roadmap.

To reset this view, simply click the 'Group by objective' toggle again. With this view enabled, you will see your Roadmap update to display Initiatives grouped according to the Objectives they have been linked to.

You can learn more about Group by objectives here.