Create a release plan roadmap

Communicate what's coming up in future releases of your product! This roadmap is ideal for planning milestones with a fixed scope or new versions of your product on a regular release schedule (e.g. mobile app).

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In this article:

Relevant to Legacy boards only

How to create a Release plan roadmap

Create your roadmap

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  1. Click the + button next to your Teamspace or folder name.
  2. From the drop-down menu, select Create Roadmap.

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  1. Select Release plan from the left menu.
  2. Click Choose roadmap

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  1. Click Add release.
  2. Select the desired release group.
  3. Select one release from the drop-down menu to create your first column.

Add or create more release columns

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On the column roadmap, you can either select the columns by clicking the add_circle_outline_black_24dp.svgAdd columns button on the roadmap header, or by clicking in the middle of the canvas.

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For the release column roadmap, you can first choose the release group you want to work with, and then you can quickly add a column by toggling on the releases.

  1. Click Add release.
  2. To add an existing release, select it from the drop-down menu.
  3. o create a new release, click Add new release and give your release a name.

Rearrange release column order

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  1. To add a column to the left or right, select the Dots-1.svg menu and click Add right or Add left. Then select the release you wish to add.
  2. You can also change the order of columns by clicking on the release name to drag and drop it into your desired location.

Add features to a Release plan roadmap

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There are three different ways to add a feature to a Release plan roadmap:

  1. Add the feature via a release group column on the Features board. For more information, see the article Plan releases to decide what to deliver, when.
  2. On a feature detail view, scroll down to the release group field. Click on the release group and select or create the desired release.
  3. On the Release plan roadmap, click the [+] sign to add or create a new feature within that release.

How to organize your Release plan roadmap

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    1. Click Swimlanes in the Group menu on the top left of your roadmap to organize your roadmap horizontally.
    2. Click configure.svg Configure to open up the configuration menu.
    3. Toggle Effort to display story points on each feature card.
    4. Toggle + Insights to display the + Insight icon on the feature cards. Clicking on this icon will enable contributors/makers to directly submit insight on the feature either on behalf of a user/company or space member.
    5. Toggle Comments to display the comment icon on the feature cards. Clicking on this comment icon will navigate any user to the feature comment section.
    6. Toggle Owner to display the owner's avatar on each feature card.
    7. Enterprise plans: Toggle Objectives to display any objectives associated with that feature.
    8. Toggle Show hidden cards to display feature and subfeature cards that have been manually hidden from contributors.
    9. Toggle Allow submitting ideas to display the Submit idea button on the roadmap header. Clicking on this Submit idea will enable the user to create a new note either on behalf of the user/company or space member.

You can choose which entities you will work with in the roadmap by clicking Item type Item_type.svg in the roadmap header and selecting the entity from the drop-down menu. You can turn on/off secondary or tertiary items on all roadmaps. You will then see which items you are displaying in the header. 

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Organize by hierarchy

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  1. Click on Group in the top left corner to access additional organization options.
  2. Select Hierarchy to group feature ideas by their relevant components or sub-components.

Organize by objectives (Enterprise plans)

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  1. Click on configure.svg Configure in the top right corner to access additional organization options.
  2. Select Objectives to group feature ideas by their relevant objective.
  3. Toggle Priority to display how important this feature is towards the overarching objective.
  4. Toggle Team to display the team associated with the overarching objective.
  5. Click the down-facing caret on an objective to hide or expand its associated features.
  6. Drag and drop your objectives to adjust the order in which they're displayed.

How to share and export your Release plan roadmap

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  1. After making any configuration changes, click Save. You will see a confirmation once your roadmap changes have been saved, and the Save button will now read Share.
  2. Click the Dots-1.svg next to the share button.
  3. Click Print to print your roadmap.
  4. Click Export as PNG to generate a PNG of your roadmap.

When to use a Release plan roadmap

Release plan roadmaps are good for:

  • Communicating about release objects which aren't time-bound, e.g. a release object called "Mobile update 10.2".
  • Teams which don't release continuously, or which release less frequently.

Release plan roadmaps might not be good for:

  • Communicating about roadmaps that are time-bound, e.g. a release object called "October".Consider using a Release timeline roadmap instead.

Learn more about using Release plan roadmaps

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