Product roadmaps today are filled with challenges and obstacles – from properly estimating scope and time to ensuring that all teams involved understand and work towards a common goal.

Craft’s Roadmap tool puts all of these pieces together and more by letting you gain a long-term view of all of your product planning in one place – systematically setting a vision and goals, initiatives and milestones so that everyone is aligned for success.

The Product Roadmap View supports planning using OKRs, 6/6/6, Dateless, GIST or customized preferences, aiming for a high-level, long-term product plan.

Product Roadmap Hierarchy

The Product Roadmap starts off with a Release -> Goal -> Initiative hierarchy; however, you can change this terminology in your product settings at any time. These hierarchy components are described below.

  • Releases- High-level entities that contain Goals and Initiatives. These can be named as releases or simply as a title for everything in it (i.e., “MVP” or “Release 3.1” or “Q1”). You can easily set the color of this using the ‘3-dots’ option in the left menu.
  • Goals – Generally these are KPI-driven objectives which you can measure and benchmark later; for example, “Reach one million active monthly users”.
  • Initiatives – Actions you want to take to achieve your goals; for example, “Develop a referral program”.
  • Features – Product Features are linked to this hierarchy by assigning to initiatives.

Note that a Release can have many Goals, a Goal can have many Initiatives and Initiative can have many features.

Click the New button or Double click anywhere to add a new Release to your Roadmap.  

Product Roadmap Views

The Product Roadmap consists of two layouts: the Roadmap View and the Releases View. These are detailed below.

Roadmap Timeline View

This is the default view, which displays the breakdown of your product releases and milestones on a yearly timeline scale. When in the roadmap view, you can also choose to see more than one product.
Note: that while in multi-product view, the roadmap is view only. 

You can take a close look at a specific release in a side-by-side detailed view, by clicking on the right arrow sign next to the release name: 

While in the Roadmap view, you can drag and drop releases into a different position, row or lane. You can also drag and drop goals and initiatives inside and between release containers.

For any release container, drag and drop its box borders to resize its appearance, or drag and drop its “diamond” edge to set its actual duration.

Settings

Use Settings to set your roadmap start and end dates or to switch on/off dateless mode.
Craft.io will remember your preferences and load them in your next visit.

View Options

The following view options are available at the top of the Product Roadmap screen.

  • Detailed View - Releases, Goals and Initiatives are visible.
  • Comfortable View - Releases and Goals are visible.
  • Less Detailed View - Only Releases are visib

For any release container, drag and drop its box borders to resize its appearance, or drag and drop its “diamond” edge to set its actual duration.

Adding Lanes

Craft allows for powerful organization of your roadmap with lanes. You can create as many lanes as you want to set your release containers apart and give them more meaningful categorization. For example, you might want to name your lanes as “Infrastructure”, “Marketing Campaigns” or “Front End Development”. You can add a new lane from the New button at the top right side. 

Adding Milestones

Milestones are a lightweight entity that you can add at the top of each lane or from the New button. They consist of a name and a date (when the dateless setting is off). For example, a milestone can be a meaningful company event, or a conference that you are going to attend.

To add a milestone, roll your mouse over the upper lane line and click the location where you want to add your milestone or use the New button.

Releases View

In the Releases view, you can see a side-by-side, detailed view of your product releases per lane, including release statistics, features list and milestones. You can also filter the list of features by clicking on a specific Initiative or Goal.

Note: If you prefer to work in dateless mode, you can switch to Dateless Mode in the Settings and name your containers with the common ‘Now’, ‘Soon’, and ‘Future’ naming conventions. You can view them in a column view for a better overview of your vision and planning.

To set your roadmap start and end dates, switch off dateless mode and set your start and end years.

Link Features to a Release

Features can be linked to a Release or to a specific Goal or Initiative using the plus sign or the 3 dots menu next to each element, which becomes visible by mouse hover. Select the Features that you wish to link to the release and click Assign:

Tip: A  Feature must have at least one Epic with one User Story to connect to a Release.

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