Guide #2: The Roadmap Platform
These resources will help you understand how you’ll use Roadmap to create team alignment, track user feedback, engage users, and increase innovation.
We also included answers to questions we hear from new customers. Didn’t find what you’re looking for? Get in touch.
Centralize product feedback from INPUT channels. Create meaningful insights and automate follow-ups to increase engagement with users and teams.
If you’re tracking feature requests or bugs in other systems, such as JIRA, GitHub, or Trello, you can set up automated workflows with our integrations. Custom settings allow you to keep those practices in place, but still track, measure, and communicate with Roadmap.
Ideas are the building blocks of Roadmap. Ideas, together as the backlog, help you prioritize and segment ideas, so your backlog stays prioritized.
Ideas help you answer the question: “What should we do next?”
Merge feedback to ideas, add ideas to stories, and complete ideas right from the backlog.
Ideas can be synced with other project management tools like JIRA, Trello, and GitHub. Customize your integration workflow in Settings.
Ideas are the building blocks of Roadmap. Ideas help you prioritize your backlog and create user groups over time. Magic is our way of helping your ideas prioritize themselves.
Magic sorts by ideas that have:
Further segment the magic filter by objectives or create dynamic searches with tags, teams, and keywords.
Plan and communicate sprints with stories and roadmaps. A roadmap is a collection of stories that can be public or private.
Customize the design and embed a public roadmap directly to your app for users to engage with.
Users can clap or follow a story on your public roadmap. If a user follows a roadmap story, they are added as a follower. If you’re tracking revenue (MRR), their revenue will be added to that story.
See who is clapping and following your stories via the activity feed or Slack notifications. Each user’s profile also gives you a summary of historical feedback and engagement. We recommend adding your public roadmap directly to your web app.
For example, if we had a story about improving our public roadmaps, it might include several ideas related to the public roadmap. Combined we know that everyone following that story cares about outcomes related to public roadmaps.
Ideas that are synced with other project management tools like JIRA or GitHub will help you track high-level progress on your stories when work is completed in other systems.
Once you’ve customized your design and decided where your roadmap will live in your app or internal software, it should take about 10 – 20 minutes for someone with access to your web app to install. Here are the instructions.
Our team is here to help with this!
The user platform tracks feedback and engagement from users in your web app.
Add unique user attributes from your app, tag users, and engage users throughout Roadmap via notifications and email.
You can engage and track users throughout Roadmap. Need more than 10,000 users? Learn more about pricing.
Collaborators from your organization invited to Roadmap are either Admins, Managers, or Team Members. Team members are free and unlimited. Team members do not count toward user limits for each plan.
The dashboard centralizes important happenings across Roadmap. Use the dashboard to understand and access insights across feedback, ideas, and stories.
The engagement bar graph shows how engaged users are by tracking how much they clap for stories and how often they follow stories, feedback, or ideas.
The engagement bar graph also shows how engaged your team is by tracking how often they like ideas and leave comments in Roadmap.
The pie graph shows you how balanced your objectives are on your roadmap vs how balanced they are on your backlog. This graph helps you understand how your core business goals are represented on your roadmap and backlog.