Take an in-depth look at the basic steps for creating your roadmap
Roadmap Planner is a smart planning software that serves you as a reliable framework to develop a business strategy, achieve goals, and hold steady your priorities. This Document Appearance manual will take you through the fundamentals and basics of the app, and will help you to learn how to make the planning process quicker and easier. Here you will find a description of all the tools that you will need to build your roadmap, and the detailed guide how to use them for your convenience.
Document is a framework with the necessary tools to assist you to create and manage your projects and tasks. All tools are arranged in the upper and side menu.
In the Toolbar (upper menu) menu you can
- Add project , task , dependency , or backlog item
- Undo or redo changes
- Zoom a document
- Showcase your visualized plans
- Print a document
- Leave a feedback
The Edit panel (side menu) allows you to
Set a start\finish date of the projects
Fix document boundaries
This option allows you to keep the finish date of the projects unchanged.
Set the default distance between tasks
When you create a new task, it will appear in the fixed distance from the selected task.
Project is a set of interrelated tasks. It allows you to create linear and parallel tasks for your team that will automatically resize the project, so you don’t need to set additional settings for this.
Create a project
- - Select Add Project in the upper menu
- - Double-click in the blank space of the document
Edit your projects
Change the name
- - Select a project and make necessary changes right in the document
- - Go to Content > Name
You can still see the name of the project, no matter how far you will scroll it.
Customize the color
To set a specific color, go to Content > Color
This will help you to easily detect the necessary project when you enter the document next time.
Duplicate a project
If you need to make some changes to the existed project for a part of your team, but you still need the original variant, you can simply copy the project and paste it in a blank space of the document.
Remove a project
To delete a project, go to Content > Remove project
- - Move a project one line down
- - Move a project to the bottom of the list
- - Move a project one line up
- - Move a project to the top of the list
Backlog is a dynamic list of tasks and ideas that are to be added to a specific project when the time is due.
Create a backlog
- - Go to the upper menu and tap Add Backlog
- - Select a project and tap in the Content tab
Edit a backlog item
Edit a backlog
To edit the backlog, tap on it. A window with details will pop up. Here you can:
- - Change the name of the backlog item
- - Add notes
- - Choose a project it is related to
- - Set a priority
Note, if several backlog items of one project have the same priority, they will be shown in an alphabetic order.
Remove a backlog item
If you want to remove backlog items, go to the Content tab, click on the edit button and then tap near the definite items.
Move an item from the backlog
Add a backlog item to the project, using a drag and drop technique.
Item is a discrete task that must be accomplished by a single individual or a team.
Create an item
- - Double-click in the project
- - Tap on the existing item
- - Right-click on the existing item and choose Add Item
- - Select Add Item in the upper menu
Edit your items
Use the Edit Panel
Select an item and use the Content tab to:
- - Change the name
- - Set a start/finish date
- - Set a duration
- - Add notes
- - Add images
- - Remove
Inside the Project
- - Double-click on the item to change the name
- - Change the timeline and duration of the items with a wysiwyg technology
- - Tap on to set dependencies between the items
- - Right-click on the item and choose Delete in the popped up menu
Duplicate an Item
To copy/paste the item within one project, use right-click
The item details
If the project is overloaded with items and it is hard to detect a name or a duration of the specific item, hover over it and a tooltip with necessary information will pop up.
The name of the item will also occur as a footnote at the bottom of the document. The color of the footnote will be equal to the color of a project the item is related to.
To instantly find the item in the project, click its name in the footnotes.
Dependency is a relationship between items, and means that one cannot begin or be completed until one or more other items are fulfilled. This is a smart option to control and check the sequence of tasks performance.
Create a dependency
You can set dependencies between items of the same or different projects right in the document.
Select an item, tap on and drag the line to another item you need to set a dependency with.
Delete a dependency
To delete the dependency, mouse over it and tap
Zoom is a tool to make your document navigation more easy and comfortable.
Zoom in or zoom out the document to be able to get a closer view of your items and dependencies.
Timeline is a suitable linear scale ranges from days to months, quarters, and years. It displays the sequence your items are to be fulfilled.
Using the timeline, you can accurately set a duration to your item right in the project, as it shows the day your cursor is at the moment.
The timeline will always be visible, no matter how far you will scroll the document down.
Undo is a function that allows you to cancel your last entry, and revert to the earlier action effected in the document.
Redo is a fast and easy way to return any undo actions again.