Create a sprint plan roadmap

Plan your delivery over multiple sprints, indicating effort and owner for each feature. Use swimlanes for additional context or grouping. This visualization is ideal for aligning your development team on what's coming up.

In this article:

• How to create a Sprint plan roadmap
• When to use a Sprint plan roadmap
• Learn more about using Sprint plan roadmaps

How to create a Sprint plan roadmap

Create your roadmap

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

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

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

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. Select the release group containing your sprints.
3. Select one sprint from the drop-down menu to create your first column.

Add or create more sprints

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

Rearrange sprint column order

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

Add features to a Sprint plan roadmap

You can choose which entities you will work with in the roadmap by clicking Item type 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. 

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

1. Add the feature via a release group column on the Features board. (See Help Center article here.)
2. On a feature detail view, scroll down to the release group field. Click on the release group which contains your sprints and select or create the desired sprint.
3. On the Sprint plan roadmap, click the [+] sign to add or create a new feature within that sprint.

How to organize your Sprint plan roadmap

1. Click Swimlanes in the Group() menu on the top left of your roadmap to organize your roadmap horizontally.
2. Click  Configure to open up the configuration menu.
3. Toggle Effort to display story points on each feature card.
4. Click on the People section and select which avatar you want to visualize on each feature card - Owner, Teams, or Custom Member field.
5. 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.
6. 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.
   
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 Show subfeatures to display associated subfeature cards.
10. 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.

Organize by hierarchy

1. Click on Group () in the top right corner to access additional organization options.
2. Select Hierarchy to group feature ideas by their relevant components or sub-components.
3. Click the down-facing caret on a component or sub-component to hide or expand its associated features.

Organize by objectives (Enterprise plans)

1. Click on Group () in the top left corner to access additional organization options.
2. Select Objectives to group feature ideas by their relevant objective.
3. Toggle Priority in the  Configure menu to display this feature's importance towards the overarching objective.
4. Toggle Team in the  Configure menu 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 or export your Sprint plan roadmap

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 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 Sprint plan roadmap

Sprint plan roadmaps are good for:

• You guessed it: sprint planning. Get as granular as you need! Display metadata like owner or effort so you can see at a glance whether your workload is getting distributed evenly. Don't worry about keeping it high-level: this is for your team's eyes only.

Sprint plan roadmaps might not be good for:

• Presenting to larger audiences. There's more information than they need to know! Keep things simple with a Now-next-later roadmap or an Objectives timeline roadmap.

Learn more about using Sprint plan roadmaps

• Guide: Plan releases to decide what to deliver when
• Guide: Choose the right roadmap for your audience