Key takeaways
Strategy meets delivery: The Strategic Roadmap connects your Objectives and Key Results directly to the Epics and Features being built to achieve them.
Planning periods over dates: Work is organized into named releases - flexible planning periods you define to match your organization's rhythm.
Lanes and milestones: Organize your roadmap into layers and mark critical events to give stakeholders a clear visual anchor.
Live sharing: Share a live, always-current view via LiveShare - no login required.
What is the Strategic Roadmap?
Most roadmaps answer one of two questions: when will this be done, or how is work distributed across teams? The Strategic Roadmap answers a different question: why are we building this, and how does it connect to our goals?
Instead of a time axis, it organizes work into planning periods driven by the out-of-the-box Release field - by default, your quarters. Within each release, you connect Objectives and Key Results to the Epics and Features that will deliver against them. The result is a single view that tells a coherent story from strategy to execution.
The Strategic Roadmap lives in your workspace and is available to all users.
Accessing the Strategic Roadmap
Follow these steps:
Navigate to your workspace or portfolio.
Click New view at the bottom of the left panel.
Select Strategic Roadmap from the menu.
You only need one Strategic Roadmap to get started. You can create additional saved views for different audiences at any time.
Setting up releases
The Strategic Roadmap is organized around your workspace's out-of-the-box Release field - by default, your quarters (Q1, Q2, Q3, Q4). Each value of that field becomes a column in the roadmap. The view is dateless by design: releases represent planning buckets, not time-bound commitments.
To add or manage release values, update the Release field directly from your workspace settings. You can rename the field and its values to match your organization's terminology - quarters, program increments, half-years, or any planning unit you use.
Editing and organizing releases
Once releases appear on the roadmap, you can:
Single-click a release to open its properties panel - where you can view or edit the name, description, color, and progress statistics.
Drag and drop a release to reposition it across columns, rows, or lanes.
Set a color via the three-dot icon beside the release name to distinguish planning periods visually.
One release is all you need to get started. Add more as your planning horizon grows.
Connecting OKRs
Workspace OKRs connect product-level objectives directly to the Epics and Features your team is building. You can use the same OKR across multiple releases when a strategic objective spans more than one planning period.
Adding OKRs to a release
Follow these steps:
Switch to the OKRs view within the Strategic Roadmap.
Hover over the + button beside a release name.
Select an existing Objective, or create a new one.
Once an Objective is applied, select the relevant Key Results beneath it.
A Key Result can only be selected after its parent Objective is assigned. If the Key Results list appears empty, check that an Objective has been applied first.
OKRs can also be created and managed from Strategy → Strategic Inputs in the left panel.
New to OKRs? Objectives and Key Results (OKRs) are a goal setting framework that connects strategic priorities to measurable outcomes.
Assigning epics and features
Once your releases and OKRs are in place, assign the Epics and Features that will deliver against each objective.
Follow these steps:
Switch to the Epics/Features view within the Strategic Roadmap.
Hover over a release to reveal the + icon.
Click + to assign an existing Epic or Feature to the release.
To create a new item that does not yet exist in your workspace, click + beside the relevant product name and fill in the details.
Assigning an item to a release does not change its status, priority, or any other field - it is a planning association only. Items can belong to multiple releases if the work spans planning periods.
Lanes and milestones
Lanes divide the roadmap into horizontal layers - by product, team, or strategic theme. Click the blue + button and select Lane to add one. Use the three-dot icon to minimize, rename, or reorder lanes. Minimizing a lane collapses it to a single row, which is useful for executive presentations.
Milestones mark significant events - board dates, go-to-market moments, or external conferences. Hover over a lane title bar to add a milestone flag. Click any flag to rename, recolor, or delete it.
Tracking progress
Click any release block to open the Release Properties Panel. From here you can review progress indicators (epic completion %, feature completion %, story points), connected OKRs, the full item hierarchy, and comments. Progress updates automatically as items are completed - no manual updates needed.
What comes next?
Now that you have your Strategic Roadmap set up, it's worth exploring how the other roadmap views in Craft.io complement it - each one answers a different question about your product plan.
Explore all roadmap views → - See how the Strategic Roadmap fits alongside the Timeline, Swimlanes, and Kanban views.
Using thet Timeline View - Use Strategy to show why work is being done, and Timeline to show when it will be delivered.
Share via LiveShare before quarterly reviews so stakeholders arrive with context and can return to a live view between sessions.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question!