BackVideo Learning Series

Roadmunk for Beginners


Whether you’re completely new to Roadmunk or just want to go over the basics one more time, you’ve come to the right place.

Join Erin Peck, Customer Support Specialist at Roadmunk, for a 30-minute walkthrough of everything you need to know to get up and running with roadmapping, feedback and idea management and all things Roadmunk in general. Whether you’re interested in creating roadmaps that stand out, capturing and processing customer feedback or everything in between, this presentation has you covered.

Not sure if this webinar is right for you? Here’s a preview of what Erin covers in Roadmunk 101.

Introduction

Get a high-level snapshot of how to navigate the Roadmunk app, then find out what specific users can do in Roadmunk, from Collaborators to Reviewers to Account Admins.

Getting started with feedback and idea management

Even if you just started using Roadmunk for the first time, it’s easy to set up your products and components in the Feedback Inbox. Here, you’ll be able to set up your organization structure to make sure feedback is directed to the right person and area.

The Feedback Inbox in Roadmunk

Think of Products as the more high-level category that defines your overall product, while Components are the integral pieces that define or make up your specific product. From there, you can enter your customers manually or import them from a CSV to save time.

Next, Erin shows you how to submit and review feedback as a Reviewer, as well as how to submit feedback as a Collaborator. (And don’t forget, you can use the Roadmunk Chrome extension to submit customer feedback from anywhere on the web.) Once your feedback has been submitted, you can start processing it within the Feedback Inbox.

After that, Erin shows you how to create new ideas within the Ideas module. With your ideas in place, you can better understand what the prioritization process looks like in Roadmunk. You’ll see how different prioritization views work, in addition to learning about factors—which can be positive or negative based on your team’s priorities.

Idea prioritization templates in Roadmunk

You can change your view based on Roadmunk’s two built-in factors: R.I.C.E. (reach, impact, confidence and effort) or Value vs. Effort. And because we know there’s no one-size-fits-all factor for every team, Roadmunk also gives you the ability to create custom views and factors.  

Once you’re set up with whichever view and factors you’ve selected, you can order your ideas either by priority (which lets you drag and drop them however you see fit) or by a sorted list based on their scores.

Getting started with roadmapping

Next, it’s time to get the lay of the roadmapping land. Erin starts with the basics—defining key terms like items and fields, along with running down the different types of fields with examples for each.

After that, it’s on to viewing and visualizing your roadmaps. Erin explains the difference between Timelines (great for evaluating your roadmap in the context of deadlines) and Swimlanes (better for agile teams looking for maximum flexibility).

The Timeline visualization in Roadmunk

Regardless of which visualization suits your team, you can tell a better story with your roadmap if you take advantage of Roadmap’s formatting options, including changing the layout and color. Speaking of telling a story through your roadmap, applying filters helps provide clearer context around the information that matters most to your stakeholders, so definitely keep an eye out for Erin’s explanation there.

Dependencies are another key roadmapping topic you’ll want to flag as you get started. This feature allows you to link items by date and visualize them on your roadmaps, providing full visibility of item relationships and restrictions. Blocking Dependencies allow you to create a relationship in which something must happen before or after a specific Item. On the other hand, Moves With Dependencies allow you to create a relationship in which items are running in parallel—so as one item moves, other dependent items are also moved by the same time period.

Another key feature to add to your product manager toolkit are Milestones, which highlight key dates that are important to your product team. These standalone items will be easy to spot on your roadmaps because they show up as icons.

Milestones in Roadmunk

Finally, Erin walks you through three more roadmapping features to help you on your roadmapping journey:

  • Share your roadmap by exporting it to a PNG file, HTML file or URL.
  • Roll up two or more source roadmaps into a single Master Roadmap to get a bird’s eye view of activity across your roadmaps.
  • Set up Jira for Roadmunk with either a one- or two-way sync.

Hungry for more Roadmunk learning? Get a deeper dive into both roadmapping and feedback and idea management with our Roadmapping for Beginners and Feedback and Idea Management for Beginners videos.