Roadmaps

What are roadmap cards?

A roadmap card is an initiative or project that ties in all of your Product's ideas together. For example, let's say that you have a project that involves improving engagement within a particular Product Line, then "Improve Engagement" could be your roadmap card name, with several ideas attached to it. 

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Create a roadmap card

To create a roadmap card, access the roadmap from within the product or by clicking on the Roadmaps pages. 

Click on the "Add a card" to prompt the slideout.

Give the card a name and a quick description so all team members know what it's about.

Add any attributes that are relevant to the card, including the objective, tags, column and whether it is public or internal.

From this view you also have access to add ideas and user stories from your backlog.

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Attach ideas to roadmap cards (via roadmap)

You can attach ideas to your card through the pipeline section.

Simply click on the card to prompt the slideout, navigate to "Pipeline" and under "Find or create" look for the idea you want to link.

If the idea doesn't exist, you can create it on the go by selecting "Create & add."

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Attach ideas to roadmap cards (via idea page)

You can also attach ideas to a roadmap directly from the idea page by selecting a product and a roadmap to associated it to right away. 

 

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Comments

  • Avatar
    mroche

    How do you create a new card in the new version? The old idea option allowed to create a new card, new version only lets me attach it to an existing one.

  • Avatar
    Andrea Saez

    @Michael - if you start typing a new card name it will prompt you to create and add the card to the roadmap