Overview

Create a Roadmap to show a focused set of Requests. Choose which Requests it includes, arrange them into columns or time periods, and set the audience before you share it.

Create a Roadmap

1. Open Settings → Requests → Management and select 'Roadmaps'

2. Click 'New roadmap'

3. Enter a name, then add an icon and description if needed

4. Set the Base filters for the roadmap, such as a product category or label

5. Under Type, choose 'Custom columns' or 'Date-based' and configure the columns or dates as described in the next section

6. Set Visible by to the intended audience

7. Click 'Create roadmap'

If you already have a similar Roadmap, use Copy setup from another roadmap while creating the new one. This copies the source Roadmap's filters, columns, layout, and access rules into the new Roadmap, where you can adjust them before you create it.

Choose a layout

Custom columns

Choose 'Custom columns' to group Requests by conditions such as status or category.

1. Open a column under Shown columns

2. Set its name, icon, and color

3. Add filters for the Requests that should appear in that column

4. Click 'Add new column' for each additional group

5. Drag the column handles to arrange their order

Each column applies its own filters on top of the Roadmap's base filters. For example, a base filter can select your mobile product category, while column filters select different statuses.

Date-based

Choose 'Date-based' to organize Requests into time periods.

1. Set Value type to ETA or a custom date field

2. Set Timeframe to Month, Quarter, or Half year

3. Check that the Requests you want to show have that date set in their Request details

Control content and display

The Roadmap's base filters define its overall scope, and each column adds its own filters. To include or exclude completed work, adjust the status filters.

The Roadmap's Ordering setting controls how Requests are arranged within each column or period.

In Requests & Insights → Roadmaps, open Display options to choose the ordering and the properties shown on Request cards in your own dashboard view, such as descriptions, categories, labels, ETAs, Requesters, and Impact. These display options do not change what customers see on the Roadmap.

Manage Roadmaps

Edit a Roadmap

In Settings → Requests → Management → Roadmaps, open a Roadmap and make your changes.

• Save changes - Click 'Save changes' after editing the name, description, filters, or columns

• Saved immediately - Changes to the type, date settings, or audience save when you select them

Reorder Roadmaps

Drag Roadmaps in the settings list, or drag their tabs in Requests & Insights → Roadmaps.

Delete a Roadmap

Open the Roadmap in settings, click 'Delete', and confirm. You can also choose 'Delete roadmap' from its dashboard tab menu.

FAQs