Get Started with Roadmapping

Get Started with Roadmapping

Let’s be real. Your roadmap should make you look good. Crystal-clear visualizations have the power to make meetings go a whole lot smoother—and faster. This guide will walk you through how to get started with roadmapping in Roadmunk so that you can crush your next strategy session and get all stakeholders aligned to your vision.

Watch the video below to learn the basics of roadmapping in Roadmunk. It also includes some tips and tricks to help you create roadmaps worth celebrating.

A deeper dive into roadmap items and fields

Items and fields are the fundamentals of roadmapping in Roadmunk. Keep reading for laser-focused tutorials on how to create them and add them to your roadmapping workflow.

Creating and importing items

Think of items as the things on your roadmap—they can be features, epics or initiatives. And there are two key ways to create items.

  • Manually: Add a new item by clicking + Item within your Items Table. It’s as simple as that.
  • Importing from Excel: You can upload a CSV to create multiple items at once.

The video below walks through the process of creating and importing roadmap items.

Pssst, Jira users: A third option for item creation is to sync your roadmap to a Jira project. Use Roadmunk’s native Jira integration to turn issues into roadmap items and say bye to double-data entry. With a two-way sync, the changes that you make to your roadmap will be reflected in Jira—and vice versa. Learn more about Roadmunk’s Jira integration here, and watch the video below to see how tracking your item and epic progress works.

Creating and using fields

Now, moving onto roadmap fields. Think of fields as the categories you can use to organize, group, filter and pivot roadmap items. Fields appear as headers within your roadmap. The video below walks through the process of creating and using fields.

Creating roadmap visualizations

There are two types of roadmap visualizations to choose from in Roadmunk: Timeline and Swimlane.

Use Timeline to visualize how initiatives will evolve over time—create alignment around deliverables, key dates and milestones.

For teams that need more flexibility, Swimlane organizes initiatives into buckets like status or priority (it’s the roadmap of choice for agile teams).

How to create a Timeline visualization

Ready to see how to set up a Timeline visualization? Watch the video below for a quick tutorial.

How to create a Swimlane visualization

Swimlane visualizations are the right choice when you need a more agile, theme-based roadmap. Watch the video below for a quick tutorial.

P.S. Roadmunk has a library of free 35+ ready-to-use roadmap templates. Find a roadmap template you like, then make it your own.