Roadmap Timeline View


The Roadmap makes planning, visualizing, and communicating work across your organization even easier. Keep your team ahead of blockers, and collaborate on the best course of execution while managing expectations with an easily digestible big-picture look at everything going on.

With the Roadmap Timeline View, we allow multiple Epics to be planned simultaneously. The Roadmap Timeline view is a visual representation (via a Gantt chart) of multiple Epics in a given year. You can also see Objectives alongside Epics, to connect your short-term efforts to long-term business goals.

  • Please note that in order for Epics and Objectives to show up on your Roadmap Timeline, they must have start and end dates. 

The Roadmap feature can be accessed via the left sidebar navigation by selecting the Roadmap symbol however this feature is only available to Organizations subscribed to a paid plan.                                                                                         

 

Basic and Advanced Timeline View

The Basic Roadmap is included with the Team plan and display Tactical Objectives and Epics only.

 

The Advanced Roadmap is included with Business and Enterprise plans along with customized display options (e.g. Exporting Roadmap views).

 

You can view the entities on the Roadmap across 3 types of ranges:

  • Weeks
  • Months
  • Quarters

If the Organization is subscribed to a Business or Enterprise plan, the Display options will show. Those options cover:

  • Show or Hide Objectives
  • Show or Hide Dates
  • Expand or Collapse all Objectives this will allow users to quickly show or hide the Epics within Objectives)
  • Presentation Mode
  • Export as a PNG file for easy sharing.

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Clicking the Export as PNG option will provide you with a date range selector and a preview of said roadmap. The preview will match the current View settings (i.e. Weeks, Months or Quarters).

Epic Priority

Currently, Epics are ordered in the Roadmap by Priority, which is set from the Epics Page based on the position in the tableview there. Epics at the top are considered the "Highest" priority, while Epics at the bottom are considered the "Lowest" priority. While in the Roadmap timeline view, the interactivity of Epics is at your disposal.

You can drag-and-drop Epics above one another to designate their priority in the Roadmap. Moving them in the timeline view will impact the Epics tableview ordering as well.

Change Epic position.gif

 

Changing Epic dates

Besides changing their priority, Epics can have their Start and End date changed via simple drag and drop. Simply hover over the edge of an Epic's box in the Roadmap, and drag across accordingly. You can also drag the body of an Epic to change both its Start and End date at once.

cahgne Epic dates.gif

 

Objectives Grouping

By default, the Roadmap page will show Epics ordered by priority. However, these can be grouped by their corresponding Objectives to get a better high-level overview of your organization's initiatives. You can view this by clicking on the Display dropdown > selecting Show Objectives. You may also choose to show or collapse all Objectives by default from this drop down. Video_24-01-30_17-49-50.gif

Share your Roadmap View 

Filter a version of the Roadmap and share the URL so others can view it with the same filter parameters to ensure all of your stakeholders have access to your product roadmap. Simply add your filters, and then copy or bookmark the URL from your browser for easier access. The filtered view will persist when that URL is pasted into a browser URL address bar.

  • Please note that in order to view the live Roadmap in Shortcut via a URL address, an individual must be an active member of the associated Workspace.

Roadmap Filters 

Utilize these filters to customize your Roadmap views, sharing URLs with your team to specific focus areas that the team is planning. 

 

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