Roadmaps
The roadmap shows a timeline of all projects in your company's workspace.
Overview
Roadmaps add a high-level structure that organizes projects in your workspace. Create custom roadmaps to organize work in a single team or across your workspace.
All members of a workspace can view roadmaps, which means that your company's vision and direction is accessible to everyone at all times. Roadmaps help you make decisions and plan as you see projects and their expected completion dates on the timeline. The roadmap also gives meaningful context to daily project work which can help motivate the team members doing it.
Configure
Go to workspace Roadmaps settings to turn on roadmaps for your workspace. Once you do, the Roadmap icon will appear in the lefthand side bar, under Views.
Basics
Create roadmaps
To create your first roadmap, open the Roadmaps page from your sidebar and press the + icon to the right of "All Projects". If you don't see this icon, you've likely already created roadmaps on your workspace and you can create a new roadmap through the overflow menu to the right of your existing roadmaps.
The All projects page shows you every project in your workspace. From there, create custom roadmaps each with their own curated list of projects. For example, you could create a team-specific roadmap or one that includes projects slated for an upcoming launch.
Projects can be part of multiple roadmaps. Add a project from the roadmap or from the project details sidebar in the project view.
Timeline vs. List view
Roadmaps and project views can be viewed in a list or timeline. The list shows projects along with basic details including teams, status, and miniature graph. The timeline view shows the same project data but places projects as bars on a timeline graph.
View by project status
The All tab shows all projects on the roadmap. The Backlog tab shows any projects with that status. Planned and In Progress projects show up under the Active tab. Closed projects include those that have been completed or cancelled. The roadmap will open on the tab you last selected.
Project Peek
Our beloved Peek feature works for projects, too. Press Space to view project details. Learn more about Peek.
View Options
View the timeline in monthly, quarterly, or yearly timeframes. Dates display at the top in weekly intervals, based on a Monday to Sunday schedule and weekends are shaded out in the background.
Order projects manually, by last created, or by last updated. You can also group projects by project lead or status.
Filters
Filter any roadmap by these properties: status, content, lead, members, teams, created date, start date, updated date, target date, and health.
Roadmap Details
In any roadmap you can press CTRL/CMD+I to open the roadmap details pane.
This pane will show you an overview of the roadmap and its projects. The Roadmap Owner, project count and teams associated with the roadmap will be listed here. If using estimates, the scope will also be broken down here by team.
Scope is represented in the horizontal bar graph as completed points per team. If a filter is applied, this value displays instead as completed points per team with the current filter/completed points per team with no filters applied.
The bubble graph shows a project's scope through the bubble's size, its velocity on the y axis and its progress on the x axis. White bubbles represent planned projects, and yellow bubbles represent projects in progress.
Roadmaps versus project views
Roadmaps are manually curated timelines. To add or remove projects after creation, you will need to manually edit the roadmap. If you would rather have projects automatically added and removed based upon selected filters, you can use project views.