Share your roadmaps with external stakeholders and customers

Customers, prospects, and external stakeholders might request to have a more detailed look into your plans. This is why we recommend having approved customer-facing roadmaps to share with them.

By sharing or embedding your roadmaps, you can ensure that your most important stakeholders and customers are well-informed and can help guide you to better outcomes.

In this article:

• Sharing roadmaps publicly
  
  • Sharing restricted products
  • Sharing private release groups
  • Sharing private objectives
  • Sharing private custom fields
  • Add a password to your shared roadmaps
• Embedding roadmaps
  • Embedding roadmaps in Notion
  • Embedding roadmaps in Confluence
• Limitations

Sharing roadmaps publicly

To share your roadmaps publicly, open your roadmap, and follow these steps:

1. Click the Share button in the top navigation bar of your roadmap.
2. Toggle on the option: Grant anyone view-only access.
3. Then, you can choose if you want to share a link (Copy link ) or get the embeddable code to embed your roadmap on an external platform (Copy Embed Code):

Note:

• Any type of roadmap can be shared in this way.
• The customer facing roadmap link is unique and different from your internal one.
• You don’t need to republish changes but the shared link can take up to 15 minutes to update. 

Sharing restricted products

If you try to share a restricted product or feature on your customer-facing roadmap, we will show you a warning message. However, if you wish to still share the product, you can continue.

Sharing private release groups

If you are sharing a roadmap with private release groups, those will not be visible to a viewer on the shared roadmap. If you want the viewer to see the release groups, set the visibility for the release group to “company”.

Sharing private objectives

If you share a roadmap that has private objectives on it, they will be removed from the publicly shared roadmap for security purposes. If you want your objectives to be visible on the shared roadmap, make the objectives visible to “company”.

Sharing private custom fields

If you are sharing a roadmap with the custom field swimlanes with the privacy settings “private” or “makers”, those will not be visible to the viewer upon clicking a link to the shared roadmap. The features will still be visible, but the swimlanes will be hidden. If you want your custom fields to be visible on the shared roadmap, make the objectives visible to “company”.

Add a password to your shared roadmaps

To add a password to your shared roadmap, follow these steps:

1. Click the Share button in the top navigation bar of your roadmap.
2. Toggle on the option to Grant anyone view-only access.
3. Enter a password into the Password text box
4. Continue to share with a link or copy the embed code

Note: This feature is only available on the Scale and Enterprise plan. Only admin makers or owners of roadmaps can enter and change passwords.

Embedding roadmaps

Embedding your roadmap is great for sharing a roadmap with customers on your website or sharing it with colleagues who have access to an internal wiki.

1. Click Share in the top navigation bar of your roadmap.
2. Toggle on Share a link with anyone.
3. Click the Embed button () to copy the iframe embed code.

You can paste the link in any place that supports an iframe, and the viewers will be able to see and interact with your customer-facing roadmaps.

Embedding roadmaps in Notion

You can embed your customer-facing roadmap into your Notion articles. To do that, follow these steps:

1. On any Notion page, click the plus (+) on the left-hand side.
2. Click the Embed option.
3. Paste the iframe link of your customer-facing roadmap. Your roadmap will appear, and you can resize it by dragging the edges:

Embedding roadmaps in Confluence

You can embed your customer-facing roadmap into your Confluence pages. To do that, follow these steps:

1. In Productboard, copy your roadmap link by clicking (Copy link ).
2. In Confluence, click the Insert button (+) at the top.
3. Select the iframe option.
4. Paste the Public Link of your customer-facing roadmap in the URL input box.
5. Resize your roadmap by changing the width and height values.

You can also add iframes to pages by using Confluence apps like iFrames for Confluence.

Limitations

• Most changes on the internal roadmap are propagated to the shared roadmap by up to 15 minutes. 
• Card Visualizations: For now, it is not possible to visualize card attributes on the consumer roadmap, such as tags, objective importance, teams, feature progress, and User Impact Score.