Share your roadmaps with external stakeholders and customers

Pricing banner: The following capabilities are available on all Productboard plans.

 

You can make timelines and columns boards accessible to external stakeholders through a shared link. This provides customers, prospects, and end-users a more detailed look into your plans without granting them access to sensitive information.

You can also embed these roadmaps for easy access within company websites, intranets, and other touchpoints. 

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:

What gets shared?

Anyone who accesses a published roadmap externally (that is, by clicking a link or by viewing an embedded board) will be able to see the following data for all items on that published board:

All other data will not be shown. The visitor will not be able to navigate to other boards, nor will they be able to access any other parts of your workspace. 

Click here to explore a published example roadmap.

Publishing a roadmap

To publish a board, the following must be true:

If everything's in order, you can access your roadmap's publication controls like so:

  1. In the top right corner, click Share.
  2. Click Publish.
  3. Switch on Publish this board.

Once publication is enabled, you can set a passcode, copy the URL, or copy the embed code from the Publish tab.

You'll also notice that a Published badge appears in the board's header. This badge will also appear beside the board's name when browsing boards through the main navigation or global search. 

When you attempt to save changes to a published board, you'll be asked to confirm the action. This serves as a reminder that any changes you make to a published board will be visible to external stakeholders. 

Tip: Remind your team that they should be extra careful when working with published boards.

Sharing the URL

To share a roadmap via link, click Share > Publish > Copy link.

Anyone who clicks this link, wherever you share it, will be able to access the published view of the board (assuming it isn't passcode-protected). 

Note: There are two hidden settings you can toggle for URL-shared roadmaps. You can edit these settings by adding parameters to the end of the URL. These parameters are mutually exclusive; you cannot activate both at once.

  • Add "?search=1" to activate a search bar in the published view.
  • Add "?header=0" to hide the roadmap name in the published view.

Example:
https://share.productboard.com/excellence-ced/board/8d87c422-34b4-4ff1-a51c-5ba303ad2e19?search=1

Embedding

To obtain the embed code for your roadmap, click Share > Publish > Embed code > Copy code. You can use this code to embed the roadmap in many locations, including your website, intranet, or even knowledge base articles. 

Note: Some tools, like Notion, accept URLs instead of iframes. In that case, you can just copy the link to your board instead of the embed code. 

Setting a passcode

To protect your roadmap with a passcode, click Share > Publish > Set passcode. On the next screen, you can create a passcode or click Generate to have one created for you. Click Save to apply the passcode.

Anyone trying to access your published board will have to input the passcode. This goes for embedded boards as well as boards shared via link.

After you set a passcode, you can return to this window to view, edit, or remove the passcode at any time. Removing a passcode does not unpublish the board, so be cautious when doing so.

Unpublishing

If you decide you no longer wish to publish the board, you can unpublish it by clicking Share > Publish and switching off Publish this board. This will immediately disable all embeds and links, though it will not remove them from wherever they may be on the internet.

You can always re-publish a board at a later date. Your settings will be preserved. 

Reviewing or disabling all roadmap publication

Pricing banner: The following capabilities are available on Enterprise plans.

 

If you're a workspace admin and you'd like to prevent other admins and makers from publishing boards at all, you can do so like this:

  1. From the Main menu, click Settings. 
  2. In General, under Board publishing, switch off Allow board publishing.

From here, you can also click X published boards to view a list of all published boards

Considerations and best practices

  • You must be an admin or maker to publish a roadmap.
  • The roadmap you want to publish must be in an Open teamspace. It can't be in your Personal section or in a Closed or Private teamspace.
  • It can take up to 15 minutes for saved changes to propagate to the published versions of a roadmap (but it's usually instantaneous). 
  • You can use published links to provide information to any stakeholders who aren't members of your Productboard workspace—even internal ones. 
  • The links use to share your published boards are not indexed by search engines. 
  • Double check the card attributes on a board before you publish it. Some attributes (like Owner) contain personal information that you may not want to share publicly. 

See also

 

 

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