BackVideo Learning Series

Roadmapping for Beginners

Who says you can’t become a roadmapping expert in 20 minutes? With the help of Erin Peck, Roadmunk’s Product Owner, this webinar will give you the tools and tricks you need to do just that. By the end of this webinar, you’ll be ready to apply your new skills to your next roadmap—here’s a look at everything Erin will go over in detail.


Erin starts off by giving you a quick tour through the architecture of the Roadmunk platform. First up, it’s time to get to know some key roadmapping terms like items, fields and the five types of fields. From there, it’s off to learn about the two types of roadmap visualizations in Roadmunk: Timelines and Swimlanes.

Viewing your roadmaps

Timelines are great for plotting your deadlines and release schedules. By clicking on the Format icon and going to the Layout tab, you can further flesh out the context of your roadmap by adding headers and themes. Meanwhile, colors help your roadmap not only to look nice, but also to better organize your items by areas like status.

Timeline roadmap in Roadmunk

To help you visualize the relationship between two items on a Timeline, two types of Dependencies come into play. Use Blocking Dependencies to communicate a relationship between two items where one item can’t move before or after the other, while Moves With Dependencies are ideal for when two items are moving in tandem with each other.

Still within the Layout tab, you can display any Key Dates and add Milestones with standalone icons to give more context about important dates.

Now that you’ve covered Timelines, it’s time for Swimlanes to take center stage. This visualization is perfect for agile teams who’d prefer to take deadlines out of the equation.

Swimlane roadmap in Roadmunk

Adding headers and color palettes in the Layout tab still applies here, and you should also check out other key features like item progress and label suffixes to take your Swimlanes to the next level. Filtering items also helps you zero in on what story you want your roadmap to tell—remember, filtering items doesn’t remove them, but just hides them.  

A few last tips

For a holistic view of what your entire team is up to, Portfolio Roadmaps pull in two or more source roadmaps. Just keep in mind that any changes you make to your source roadmaps will automatically update in your Portfolio view.

three roadmaps combining into one.

When you’re ready to share your roadmaps with the world (or just other Roadmunk users), you can export them to a PNG file, HTML file or URL.

Finally, Erin shows you how to set up Jira for Roadmunk in just a few steps, from adding your credentials to choosing between one- or two-way syncs.

For even more Roadmunk insights that go far beyond roadmapping, discover how to capture and prioritize insights from your users in our Feedback and Idea Management for Beginners video.