How do I publish my roadmap?
Roadmaps can be shared with your team as well as your clients, depending on the level of permission each roadmap card has.
Creating your published roadmap
You have two ways of publishing your roadmap.
The first is by clicking on the Apps icon on the main navigation menu anywhere in the app.
The second is by going to the specific roadmap and selecting the “Roadmap publishing” option in the ellipsis menu.
Once there, select the “New published roadmap” option to get started.
Start by giving your roadmap and name and description. This description will be available in the final published version.
Then select if you wish to publish your entire portfolio or a specific product line or set of products.
Essential customers can only select one product at a time.
Advanced+ customers can select the entire portfolio, product lines, and a mix of specific products.
Select your columns
When publishing, you'll be able to select whether you wish to show your active roadmap columns, as well as the candidate, or completed sections.
Whichever tab you wish to create the export for must be selected. If you wish to publish multiple sections of your roadmap, you will need to create a new version per section - that is, create a new published roadmap for the column you wish to display.
Candidates will show only cards on the candidate section.
Roadmap will show only cards on the roadmap section (with your Now, Next, Later columns.)
Completed will show only cards on the completed section.
Set filtering and view options
You now have the ability to create viewing options.
You can select one of the default options by clicking on “Saved views” or create your own version.
The following card settings are available:
- Objective labels
- Title (default)
- Description (default)
- User Stories
- Impact & Effort
- Card Owners
If you wish to define a specific set of objectives, tags, and which level of visibility for the cards shown, you can do that using the filters on the left hand side.
Once you are ready to publish your roadmap, you have two options available: print or publish to a URL.
Print to PDF
Click on Publishing options and select “Save and Print to PDF”
You have the option to create either a ProdPad hosted URL or an embed code. If you’re looking for a white-label way of sharing your roadmap, the embed code is the better option.
First, begin by selecting if you wish for the roadmap name, description and product names to show.
When ready, grab the URL or embed code to paste into your website.
Creating a password protected roadmap
If you'd like to keep your roadmap shares secure, you can do so by adding a password to them.
To do so, click on "Password protection" next to the publishing options and toggle the slider to enable the password manager.
Enter the desired password and hit "save."
You will notice that the roadmap now has a lock next to it indicating a password has been set.
Updating your published roadmap
If you wish to update the published roadmap, simply access the created version from the available list in the Apps > Roadmap publishing table.
You can update any filter and view option as needed. The only thing that cannot be changed are the product or product lines connected to the roadmap. If you wish to add or remove any products, you will need to start over.
Remember to save your changes in order for the existing embed codes and shared links to update.
Pushing updates to URLs and embeds
Any changes you make to your published roadmaps will automatically reflect on the created URLs and embed codes. You don't have to worry about having to change or update your links, just remember to hit save to push through the changes!
Expiring a URL/embed code
If you wish to expire a URL or embed code, simply select the created version from the available list in the Apps > Roadmap publishing table and click 'delete.'
Sharing your roadmap with your team
To share your roadmap with users that already exist within your ProdPad account, simply click on the "Share" button on the top right corner and select available users from the drop-down menu. If you wish to invite someone new to join the account, type in their email and select a permission level to invite them in.
There is no limit as to the number of shares or versions you create. If you wish to create different versions for different target audiences, you can!
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